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Patton Albertson Miller Group’s American Express AXP Stock Holding History

Patton Albertson Miller 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 		$617K Sell
1,824
-26
-1% -$8.32K 0.06% 142
2026
Q1 		$560K Sell
1,850
-11
-0.6% -$3.69K 0.07% 150
2025
Q4 		$688K Buy
1,861
+24
+1% +$8.59K 0.08% 139
2025
Q3 		$610K Buy
1,837
+1,036
+129% +$330K 0.07% 141
2025
Q2 		$256K Buy
801
+36
+5% +$10.1K 0.03% 193
2025
Q1 		$206K Sell
765
-86
-10% -$25.4K 0.03% 208
2024
Q4 		$253K Sell
851
-144
-14% -$41.4K 0.03% 193
2024
Q3 		$270K Sell
995
-116
-10% -$28.9K 0.04% 185
2024
Q2 		$257K Buy
1,111
+230
+26% +$53.3K 0.04% 183
2024
Q1 		$201K Buy
+881
New +$183K 0.03% 200
2023
Q2 		– Sell
-1,683
Closed -$278K – 207
2023
Q1 		$278K Sell
1,683
-65
-4% -$10.8K 0.05% 186
2022
Q4 		$258K Sell
1,748
-202
-10% -$29.9K 0.05% 187
2022
Q3 		$263K Sell
1,950
-70
-3% -$10.6K 0.06% 188
2022
Q2 		$280K Sell
2,020
-250
-11% -$41.3K 0.06% 191
2022
Q1 		$424K Sell
2,270
-5
-0.2% -$903 0.07% 174
2021
Q4 		$372K Sell
2,275
-141
-6% -$24K 0.06% 198
2021
Q3 		$405K Buy
2,416
+866
+56% +$145K 0.08% 186
2021
Q2 		$256K Sell
1,550
-219
-12% -$34.3K 0.06% 191
2021
Q1 		$250K Sell
1,769
-292
-14% -$38.6K 0.06% 189
2020
Q4 		$269K Sell
2,061
-39
-2% -$4.32K 0.06% 187
2020
Q3 		$211K Buy
+2,100
New +$207K 0.06% 197
2019
Q3 		– Sell
-3,340
Closed -$421K – 235
2019
Q2 		$421K Buy
+3,340
New +$392K 0.12% 171
2018
Q4 		– Sell
-35
Closed -$4K – 131
2018
Q3 		$4K Buy
+35
New +$3.64K ﹤0.01% 263
2015
Q4 		– Sell
-3,923
Closed -$291K – 122
2015
Q3 		$291K Sell
3,923
-3,416
-47% -$263K 0.15% 102
2015
Q2 		$570K Sell
7,339
-253
-3% -$20.1K 0.25% 92
2015
Q1 		$593K Buy
+7,592
New +$631K 0.24% 102

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

Patton Albertson Miller Group's AXP Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its American Express (AXP) stake by 1.4% in Q2 2026, selling an estimated $8.32K and leaving 1,824 shares worth $617K. The position accounts for 0.06% of the portfolio, ranked #142.

Patton Albertson Miller Group first reported a position in AXP in Q1 2015 and has held it in 26 quarters since. The position peaked at $688K in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Patton Albertson Miller Group held 1,824 shares of American Express worth $617K as of Q2 2026.
  • Patton Albertson Miller Group sold 26 American Express shares in Q2 2026, an estimated $8.32K.
  • American Express made up 0.06% of Patton Albertson Miller Group's portfolio in Q2 2026, its #142 holding.
  • Patton Albertson Miller Group first reported a position in American Express in Q1 2015 and has held it in 26 quarters since.
  • Patton Albertson Miller Group's American Express position peaked at $688K in Q4 2025.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.