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Pathfinder Wealth Consulting’s American Express AXP Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-852
Closed -$258K – 13
2026
Q1 		$258K Hold
852
– – 0.17% 131
2025
Q4 		$315K Buy
+852
New +$305K 0.2% 105

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
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
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
Swedbank
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Pathfinder Wealth Consulting's AXP Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of American Express (AXP) in Q2 2026, closing a stake of 852 shares — an estimated $258K sold.

Pathfinder Wealth Consulting first reported a position in AXP in Q4 2025 and held it in 2 quarters. The position peaked at $315K in Q4 2025. 797 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 852 American Express shares in Q2 2026, an estimated $258K.
  • Pathfinder Wealth Consulting first reported a position in American Express in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's American Express position peaked at $315K in Q4 2025.
  • 797 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.