Gradient Capital Advisors’s American Express AXP Stock Holding History

Gradient Capital 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	$236K	Buy	697 +1	+0.1%	+$320	0.05%	163
2026 Q1	$211K	Hold	696	–	–	0.05%	169
2025 Q4	$257K	Buy	696 +1	+0.1%	+$358	0.07%	148
2025 Q3	$231K	Buy	695 +7	+1%	+$2.23K	0.06%	153
2025 Q2	$219K	Buy	+688	New	+$194K	0.06%	153
2025 Q1	–	Sell	-686	Closed	-$204K	–	156
2024 Q4	$204K	Buy	+686	New	+$197K	0.07%	150

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 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

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

Gradient Capital Advisors's AXP Position: Q2 2026 in Review

Gradient Capital Advisors increased its American Express (AXP) stake by 0.14% in Q2 2026, buying an estimated $320 and bringing the position to 697 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #163.

Gradient Capital Advisors first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $257K in Q4 2025. 662 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Gradient Capital Advisors held 697 shares of American Express worth $236K as of Q2 2026.
Gradient Capital Advisors bought 1 American Express share in Q2 2026, an estimated $320.
American Express made up 0.05% of Gradient Capital Advisors's portfolio in Q2 2026, its #163 holding.
Gradient Capital Advisors first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
Gradient Capital Advisors's American Express position peaked at $257K in Q4 2025.
662 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.