Foster Victor Wealth Advisors’s American Express AXP Stock Holding History

Foster Victor Wealth Advisors’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$274K	Sell	771 -18	-2%	-$5.76K	0.01%	221
2026 Q1	$258K	Buy	789 +56	+8%	+$18.8K	0.01%	219
2025 Q4	$268K	Sell	733 -29	-4%	-$10.4K	0.02%	209
2025 Q3	$252K	Buy	+762	New	+$242K	0.02%	194
2024 Q4	–	Sell	-831	Closed	-$226K	–	193
2024 Q3	$226K	Hold	831	–	–	0.02%	182
2024 Q2	$207K	Buy	+831	New	+$192K	0.02%	182

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Foster Victor Wealth Advisors's AXP Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its American Express (AXP) stake by 2.3% in Q2 2026, selling an estimated $5.76K and leaving 771 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #221.

Foster Victor Wealth Advisors first reported a position in AXP in Q2 2024 and has held it in 6 quarters since. 797 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Foster Victor Wealth Advisors held 771 shares of American Express worth $274K as of Q2 2026.
Foster Victor Wealth Advisors sold 18 American Express shares in Q2 2026, an estimated $5.76K.
American Express made up 0.01% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #221 holding.
Foster Victor Wealth Advisors first reported a position in American Express in Q2 2024 and has held it in 6 quarters since.
797 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.