Kovack Advisors’s American Express AXP Stock Holding History

Kovack 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
2019 Q4	–	Sell	-6	Closed	-$2K	–	487
2019 Q3	$2K	Hold	6	–	–	﹤0.01%	493
2019 Q2	$2K	Buy	+6	New	+$705	﹤0.01%	459
2019 Q1	–	Sell	-8	Closed	-$2K	–	463
2018 Q4	$2K	Hold	8	–	–	﹤0.01%	414
2018 Q3	$1K	Buy	+8	New	+$832	﹤0.01%	457
2018 Q2	–	Sell	-3	Closed	-$33K	–	436
2018 Q1	$33K	Buy	+3	New	+$291	0.01%	477
2016 Q1	–	Sell	-10	Closed	-$16K	–	250
2015 Q4	$16K	Hold	10	–	–	0.01%	208
2015 Q3	$12K	Buy	10 +3	+43%	+$231	0.01%	198
2015 Q2	$5K	Buy	+7	New	+$555	﹤0.01%	204

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Kovack Advisors's AXP Position: Q2 2026 in Review

Kovack Advisors increased its American Express (AXP) stake by 8.5% in Q2 2026, buying an estimated $110K and bringing the position to 4,395 shares worth $1.52M. The position accounts for 0.07% of the portfolio, ranked #265.

Kovack Advisors first reported a position in AXP in Q2 2015 and has held it in 40 quarters since. The position peaked at $1.54M in Q4 2025. 1,244 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Kovack Advisors held 4,395 shares of American Express worth $1.52M as of Q2 2026.
Kovack Advisors bought 344 American Express shares in Q2 2026, an estimated $110K.
American Express made up 0.07% of Kovack Advisors's portfolio in Q2 2026, its #265 holding.
Kovack Advisors first reported a position in American Express in Q2 2015 and has held it in 40 quarters since.
Kovack Advisors's American Express position peaked at $1.54M in Q4 2025.
1,244 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.