Howard Financial Services’s American Express AXP Stock Holding History

Howard Financial Services’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	$588K	Buy	1,737 +242	+16%	+$77.5K	0.06%	134
2026 Q1	$452K	Buy	1,495 +39	+3%	+$13.1K	0.05%	137
2025 Q4	$539K	Buy	1,456 +91	+7%	+$32.6K	0.06%	106
2025 Q3	$454K	Buy	1,365 +13	+1%	+$4.13K	0.06%	117
2025 Q2	$431K	Buy	1,352 +161	+14%	+$45.3K	0.06%	116
2025 Q1	$320K	Sell	1,191 -316	-21%	-$93.4K	0.04%	135
2024 Q4	$447K	Buy	1,507 +416	+38%	+$120K	0.06%	109
2024 Q3	$296K	Sell	1,091 -9	-0.8%	-$2.24K	0.04%	125
2024 Q2	$255K	Buy	1,100 +15	+1%	+$3.47K	0.04%	131
2024 Q1	$247K	Buy	+1,085	New	+$225K	0.04%	135

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Howard Financial Services's AXP Position: Q2 2026 in Review

Howard Financial Services increased its American Express (AXP) stake by 16% in Q2 2026, buying an estimated $77.5K and bringing the position to 1,737 shares worth $588K. The position accounts for 0.06% of the portfolio, ranked #134.

Howard Financial Services first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. 1,128 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Howard Financial Services held 1,737 shares of American Express worth $588K as of Q2 2026.
Howard Financial Services bought 242 American Express shares in Q2 2026, an estimated $77.5K.
American Express made up 0.06% of Howard Financial Services's portfolio in Q2 2026, its #134 holding.
Howard Financial Services first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
1,128 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.