Petros Family Wealth’s American Express AXP Stock Holding History

Petros Family Wealth’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	$548K	Buy	1,621 +143	+10%	+$45.8K	0.34%	65
2026 Q1	$447K	Sell	1,478 -494	-25%	-$166K	0.32%	70
2025 Q4	$730K	Buy	1,972 +26	+1%	+$9.3K	0.49%	56
2025 Q3	$646K	Buy	1,946 +81	+4%	+$25.8K	0.54%	50
2025 Q2	$595K	Buy	1,865 +204	+12%	+$57.4K	0.54%	54
2025 Q1	$447K	Buy	1,661 +108	+7%	+$31.9K	0.49%	61
2024 Q4	$461K	Buy	+1,553	New	+$446K	0.5%	56

Other funds holding AXP

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Petros Family Wealth's AXP Position: Q2 2026 in Review

Petros Family Wealth increased its American Express (AXP) stake by 9.7% in Q2 2026, buying an estimated $45.8K and bringing the position to 1,621 shares worth $548K. The position accounts for 0.34% of the portfolio, ranked #65.

Petros Family Wealth first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $730K in Q4 2025. 1,033 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Petros Family Wealth held 1,621 shares of American Express worth $548K as of Q2 2026.
Petros Family Wealth bought 143 American Express shares in Q2 2026, an estimated $45.8K.
American Express made up 0.34% of Petros Family Wealth's portfolio in Q2 2026, its #65 holding.
Petros Family Wealth first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's American Express position peaked at $730K in Q4 2025.
1,033 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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