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Peak Financial Advisors’s American Express AXP Stock Holding History

Peak Financial 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
2026
Q2 		– Sell
-9,862
Closed -$2.98M – 79
2026
Q1 		$2.98M Buy
9,862
+319
+3% +$107K 1.32% 22
2025
Q4 		$3.53M Sell
9,543
-784
-8% -$281K 1.59% 10
2025
Q3 		$3.43M Sell
10,327
-58
-0.6% -$18.4K 1.65% 13
2025
Q2 		$3.31M Sell
10,385
-240
-2% -$67.5K 1.7% 13
2025
Q1 		$2.86M Sell
10,625
-71
-0.7% -$21K 1.46% 26
2024
Q4 		$3.17M Sell
10,696
-140
-1% -$40.2K 1.65% 17
2024
Q3 		$2.94M Buy
+10,836
New +$2.7M 1.51% 29

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
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
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

Peak Financial Advisors's AXP Position: Q2 2026 in Review

Peak Financial Advisors sold out of American Express (AXP) in Q2 2026, closing a stake of 9,862 shares — an estimated $2.98M sold.

Peak Financial Advisors first reported a position in AXP in Q3 2024 and held it in 7 quarters. The position peaked at $3.53M in Q4 2025. 565 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Peak Financial Advisors reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 9,862 American Express shares in Q2 2026, an estimated $2.98M.
  • Peak Financial Advisors first reported a position in American Express in Q3 2024 and held it in 7 quarters.
  • Peak Financial Advisors's American Express position peaked at $3.53M in Q4 2025.
  • 565 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.