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GoalVest Advisory’s American Express AXP Stock Holding History

GoalVest Advisory’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 		$55.1K Buy
163
+10
+7% +$3.2K 0.01% 198
2026
Q1 		$46.3K Hold
153
– – 0.01% 235
2025
Q4 		$56.6K Hold
153
– – 0.01% 234
2025
Q3 		$50.8K Hold
153
– – 0.01% 221
2025
Q2 		$48.8K Sell
153
-7
-4% -$1.97K 0.01% 210
2025
Q1 		$43K Sell
160
-2
-1% -$591 0.01% 193
2024
Q4 		$48.1K Sell
162
-164
-50% -$47.1K 0.01% 189
2024
Q3 		$88.4K Hold
326
– – 0.03% 150
2024
Q2 		$75.5K Hold
326
– – 0.02% 152
2024
Q1 		$74.2K Buy
326
+102
+46% +$21.1K 0.02% 172
2023
Q4 		$42K Sell
224
-66
-23% -$10.6K 0.02% 149
2023
Q3 		$43.3K Buy
290
+65
+29% +$10.6K 0.02% 152
2023
Q2 		$39.2K Hold
225
– – 0.02% 156
2023
Q1 		$37.1K Buy
225
+12
+6% +$1.99K 0.02% 126
2022
Q4 		$31.5K Hold
213
– – 0.02% 133
2022
Q3 		$29K Sell
213
-4,063
-95% -$615K 0.02% 135
2022
Q2 		$597K Sell
4,276
-77
-2% -$12.7K 0.38% 81
2022
Q1 		$814K Buy
+4,353
New +$786K 0.46% 63
2021
Q2 		$814K Buy
4,928
+878
+22% +$138K 0.51% 54
2021
Q1 		$573K Buy
4,050
+106
+3% +$14K 0.43% 79
2020
Q4 		$477K Buy
+3,944
New +$437K 0.4% 74

Other funds holding AXP

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
Swedbank
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

GoalVest Advisory's AXP Position: Q2 2026 in Review

GoalVest Advisory increased its American Express (AXP) stake by 6.5% in Q2 2026, buying an estimated $3.2K and bringing the position to 163 shares worth $55.1K. The position accounts for 0.01% of the portfolio, ranked #198.

GoalVest Advisory first reported a position in AXP in Q4 2020 and has held it in 21 quarters since. The position peaked at $814K in Q1 2022. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • GoalVest Advisory held 163 shares of American Express worth $55.1K as of Q2 2026.
  • GoalVest Advisory bought 10 American Express shares in Q2 2026, an estimated $3.2K.
  • American Express made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #198 holding.
  • GoalVest Advisory first reported a position in American Express in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's American Express position peaked at $814K in Q1 2022.
  • 519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.