Parisi Gray Wealth Management’s American Express AXP Stock Holding History

Parisi Gray Wealth Management’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	$2.17M	Buy	6,405 +4	+0.1%	+$1.28K	0.44%	49
2026 Q1	$1.94M	Buy	6,401 +28	+0.4%	+$9.39K	0.46%	44
2025 Q4	$2.36M	Buy	6,373 +3	+0%	+$1.07K	0.54%	37
2025 Q3	$2.12M	Sell	6,370 -3	-0%	-$954	0.55%	36
2025 Q2	$2.03M	Buy	6,373 +3	+0%	+$844	0.58%	36
2025 Q1	$1.71M	Buy	6,370 +3	+0%	+$887	0.56%	38
2024 Q4	$1.89M	Buy	6,367 +11	+0.2%	+$3.16K	0.6%	34
2024 Q3	$1.72M	Buy	6,356 +5	+0.1%	+$1.25K	0.57%	38
2024 Q2	$1.47M	Buy	6,351 +46	+0.7%	+$10.7K	0.53%	37
2024 Q1	$1.44M	Buy	6,305 +4	+0.1%	+$829	0.54%	36
2023 Q4	$1.18M	Buy	6,301 +6	+0.1%	+$966	0.48%	47
2023 Q3	$939K	Sell	6,295 -6	-0.1%	-$981	0.43%	48
2023 Q2	$1.04M	Hold	6,301	–	–	0.48%	45
2023 Q1	$1.04M	Buy	6,301 +17	+0.3%	+$2.82K	0.65%	36
2022 Q4	$928K	Buy	6,284 +21	+0.3%	+$3.11K	0.46%	45
2022 Q3	$845K	Buy	6,263 +20	+0.3%	+$3.03K	0.64%	32
2022 Q2	$865K	Buy	6,243 +18	+0.3%	+$2.97K	0.45%	46
2022 Q1	$1.16M	Sell	6,225 -9	-0.1%	-$1.63K	0.47%	47
2021 Q4	$1.02M	Sell	6,234 -13	-0.2%	-$2.22K	0.38%	51
2021 Q3	$1.09M	Buy	6,247 +15	+0.2%	+$2.51K	0.45%	48
2021 Q2	$1.03M	Buy	6,232 +16	+0.3%	+$2.51K	0.38%	52
2021 Q1	$879K	Buy	6,216 +10	+0.2%	+$1.32K	0.37%	59
2020 Q4	$750K	Sell	6,206 -50	-0.8%	-$5.54K	0.33%	62
2020 Q3	$627K	Buy	6,256 +25	+0.4%	+$2.46K	0.33%	55
2020 Q2	$593K	Sell	6,231 -30	-0.5%	-$2.76K	0.34%	56
2020 Q1	$536K	Sell	6,261 -39	-0.6%	-$4.54K	0.38%	58
2019 Q4	$784K	Sell	6,300 -14	-0.2%	-$1.67K	0.44%	53
2019 Q3	$747K	Buy	6,314 +27	+0.4%	+$3.31K	0.5%	49
2019 Q2	$776K	Buy	6,287 +217	+4%	+$25.5K	0.53%	47
2019 Q1	$663K	Sell	6,070 -300	-5%	-$31.5K	0.42%	48
2018 Q4	$601K	Sell	6,370 -300	-4%	-$31.4K	0.41%	53
2018 Q3	$719K	Sell	6,670 -155	-2%	-$16.1K	0.44%	57
2018 Q2	$672K	Buy	6,825 +546	+9%	+$53.7K	0.45%	55
2018 Q1	$582K	Sell	6,279 -799	-11%	-$77.4K	0.45%	55
2017 Q4	$700K	Buy	+7,078	New	+$674K	0.52%	49

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

Parisi Gray Wealth Management's AXP Position: Q2 2026 in Review

Parisi Gray Wealth Management increased its American Express (AXP) stake by 0.06% in Q2 2026, buying an estimated $1.28K and bringing the position to 6,405 shares worth $2.17M. The position accounts for 0.44% of the portfolio, ranked #49.

Parisi Gray Wealth Management first reported a position in AXP in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.36M in Q4 2025. 581 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Parisi Gray Wealth Management held 6,405 shares of American Express worth $2.17M as of Q2 2026.
Parisi Gray Wealth Management bought 4 American Express shares in Q2 2026, an estimated $1.28K.
American Express made up 0.44% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #49 holding.
Parisi Gray Wealth Management first reported a position in American Express in Q4 2017 and has held it in 35 quarters since.
Parisi Gray Wealth Management's American Express position peaked at $2.36M in Q4 2025.
581 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.