PFG Private Wealth Management’s American Express AXP Stock Holding History

PFG Private Wealth Management’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	$428K	Buy	1,266 +93	+8%	+$29.8K	0.19%	42
2026 Q1	$355K	Buy	1,173 +57	+5%	+$19.1K	0.15%	46
2025 Q4	$413K	Buy	+1,116	New	+$399K	0.18%	37
2025 Q3	–	Sell	-887	Closed	-$283K	–	121
2025 Q2	$283K	Buy	887 +45	+5%	+$12.7K	0.15%	47
2025 Q1	$227K	Sell	842 -57	-6%	-$16.8K	0.12%	51
2024 Q4	$267K	Sell	899 -25	-3%	-$7.18K	0.15%	38
2024 Q3	$251K	Sell	924 -9	-1%	-$2.24K	0.15%	44
2024 Q2	$216K	Sell	933 -7	-0.7%	-$1.62K	0.13%	50
2024 Q1	$214K	Buy	940 +61	+7%	+$12.6K	0.13%	48
2023 Q4	$165K	Sell	879 -9	-1%	-$1.45K	0.11%	54
2023 Q3	$132K	Sell	888 -159	-15%	-$26K	0.1%	53
2023 Q2	$182K	Buy	1,047 +170	+19%	+$27.4K	0.11%	57
2023 Q1	$145K	Buy	877 +667	+318%	+$111K	0.09%	65
2022 Q4	$31K	Buy	210 +156	+289%	+$23.1K	0.02%	157
2022 Q3	$7K	Hold	54	–	–	﹤0.01%	199
2022 Q2	$7K	Hold	54	–	–	﹤0.01%	207
2022 Q1	$10K	Hold	54	–	–	0.01%	203
2021 Q4	$9K	Hold	54	–	–	﹤0.01%	204
2021 Q3	$9K	Buy	+54	New	+$9.03K	0.01%	195

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Private Wealth Management's AXP Position: Q2 2026 in Review

PFG Private Wealth Management increased its American Express (AXP) stake by 7.9% in Q2 2026, buying an estimated $29.8K and bringing the position to 1,266 shares worth $428K. The position accounts for 0.19% of the portfolio, ranked #42.

PFG Private Wealth Management first reported a position in AXP in Q3 2021 and has held it in 19 quarters since. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

PFG Private Wealth Management held 1,266 shares of American Express worth $428K as of Q2 2026.
PFG Private Wealth Management bought 93 American Express shares in Q2 2026, an estimated $29.8K.
American Express made up 0.19% of PFG Private Wealth Management's portfolio in Q2 2026, its #42 holding.
PFG Private Wealth Management first reported a position in American Express in Q3 2021 and has held it in 19 quarters since.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.