Perryman Financial Advisory’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Perryman Financial Advisory's AXP Position: Q2 2026 in Review
Perryman Financial Advisory reduced its American Express (AXP) stake by 8.5% in Q2 2026, selling an estimated $25.3K and leaving 852 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #174.
Perryman Financial Advisory first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Perryman Financial Advisory held 852 shares of American Express worth $288K as of Q2 2026.
- Perryman Financial Advisory sold 79 American Express shares in Q2 2026, an estimated $25.3K.
- American Express made up 0.04% of Perryman Financial Advisory's portfolio in Q2 2026, its #174 holding.
- Perryman Financial Advisory first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
- 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.