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Peterson Wealth Services’s American Express AXP Stock Holding History

Peterson Wealth Services’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 		$555K Buy
1,640
+20
+1% +$6.4K 0.12% 98
2026
Q1 		$490K Buy
1,620
+1
+0.1% +$335 0.12% 96
2025
Q4 		$599K Sell
1,619
-429
-21% -$154K 0.15% 85
2025
Q3 		$537K Buy
2,048
+433
+27% +$138K 0.13% 95
2025
Q2 		$515K Buy
1,615
+2
+0.1% +$563 0.14% 93
2025
Q1 		$434K Buy
1,613
+1
+0.1% +$296 0.13% 98
2024
Q4 		$478K Buy
1,612
+2
+0.1% +$575 0.14% 93
2024
Q3 		$437K Buy
1,610
+2
+0.1% +$498 0.14% 96
2024
Q2 		$372K Buy
1,608
+2
+0.1% +$463 0.13% 99
2024
Q1 		$366K Buy
1,606
+2
+0.1% +$415 0.13% 99
2023
Q4 		$300K Buy
1,604
+3
+0.2% +$483 0.13% 79
2023
Q3 		$239K Buy
1,601
+2
+0.1% +$327 0.18% 60
2023
Q2 		$279K Buy
1,599
+133
+9% +$21.5K 0.13% 80
2023
Q1 		$242K Buy
1,466
+2
+0.1% +$332 0.12% 87
2022
Q4 		$216K Buy
+1,464
New +$217K 0.12% 88
2022
Q3 		– Sell
-1,460
Closed -$202K – 86
2022
Q2 		$202K Sell
1,460
-29
-2% -$4.79K 0.15% 85
2022
Q1 		$278K Buy
1,489
+29
+2% +$5.24K 0.17% 79
2021
Q4 		$239K Buy
+1,460
New +$249K 0.16% 81

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
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

Peterson Wealth Services's AXP Position: Q2 2026 in Review

Peterson Wealth Services increased its American Express (AXP) stake by 1.2% in Q2 2026, buying an estimated $6.4K and bringing the position to 1,640 shares worth $555K. The position accounts for 0.12% of the portfolio, ranked #98.

Peterson Wealth Services first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $599K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Peterson Wealth Services held 1,640 shares of American Express worth $555K as of Q2 2026.
  • Peterson Wealth Services bought 20 American Express shares in Q2 2026, an estimated $6.4K.
  • American Express made up 0.12% of Peterson Wealth Services's portfolio in Q2 2026, its #98 holding.
  • Peterson Wealth Services first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • Peterson Wealth Services's American Express position peaked at $599K in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.