PFS Partners’s American Express AXP Stock Holding History

PFS Partners’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	$241K	Buy	712 +501	+237%	+$160K	0.1%	92
2026 Q1	$63.9K	Hold	211	–	–	0.03%	156
2025 Q4	$78K	Hold	211	–	–	0.04%	140
2025 Q3	$70K	Buy	211 +6	+3%	+$1.91K	0.03%	141
2025 Q2	$65.5K	Buy	205 +52	+34%	+$14.6K	0.03%	141
2025 Q1	$41.2K	Buy	153 +78	+104%	+$23.1K	0.02%	158
2024 Q4	$22.3K	Hold	75	–	–	0.01%	212
2024 Q3	$20.3K	Hold	75	–	–	0.01%	217
2024 Q2	$17.4K	Hold	75	–	–	0.01%	214
2024 Q1	$17.1K	Hold	75	–	–	0.01%	214
2023 Q4	$14.1K	Buy	+75	New	+$12.1K	0.01%	229

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

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

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

PFS Partners's AXP Position: Q2 2026 in Review

PFS Partners increased its American Express (AXP) stake by 237% in Q2 2026, buying an estimated $160K and bringing the position to 712 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #92.

PFS Partners first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

PFS Partners held 712 shares of American Express worth $241K as of Q2 2026.
PFS Partners bought 501 American Express shares in Q2 2026, an estimated $160K.
American Express made up 0.1% of PFS Partners's portfolio in Q2 2026, its #92 holding.
PFS Partners first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.