Net Worth Advisory Group’s American Express AXP Stock Holding History

Net Worth Advisory Group’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	$1.8M	Sell	5,316 -566	-10%	-$181K	0.45%	44
2026 Q1	$1.78M	Sell	5,882 -219	-4%	-$73.4K	0.37%	59
2025 Q4	$2.26M	Buy	6,101 +223	+4%	+$79.8K	0.46%	45
2025 Q3	$1.95M	Sell	5,878 -661	-10%	-$210K	0.56%	34
2025 Q2	$2.09M	Buy	6,539 +4,347	+198%	+$1.22M	0.46%	47
2025 Q1	$590K	Buy	+2,192	New	+$648K	0.19%	132

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

Net Worth Advisory Group's AXP Position: Q2 2026 in Review

Net Worth Advisory Group reduced its American Express (AXP) stake by 9.6% in Q2 2026, selling an estimated $181K and leaving 5,316 shares worth $1.8M. The position accounts for 0.45% of the portfolio, ranked #44.

Net Worth Advisory Group first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.26M in Q4 2025. 591 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Net Worth Advisory Group held 5,316 shares of American Express worth $1.8M as of Q2 2026.
Net Worth Advisory Group sold 566 American Express shares in Q2 2026, an estimated $181K.
American Express made up 0.45% of Net Worth Advisory Group's portfolio in Q2 2026, its #44 holding.
Net Worth Advisory Group first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
Net Worth Advisory Group's American Express position peaked at $2.26M in Q4 2025.
591 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.