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Physician Wealth Advisors’s American Express AXP Stock Holding History

Physician Wealth Advisors’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 		$500K Buy
1,479
+1
+0.1% +$320 0.06% 117
2026
Q1 		$447K Sell
1,478
-76
-5% -$25.5K 0.06% 114
2025
Q4 		$575K Buy
1,554
+32
+2% +$11.5K 0.08% 95
2025
Q3 		$505K Buy
1,522
+117
+8% +$37.2K 0.07% 105
2025
Q2 		$448K Sell
1,405
-8
-0.6% -$2.25K 0.07% 106
2025
Q1 		$380K Hold
1,413
– – 0.07% 114
2024
Q4 		$419K Sell
1,413
-21
-1% -$6.03K 0.07% 109
2024
Q3 		$398K Buy
1,434
+12
+0.8% +$2.99K 0.07% 108
2024
Q2 		$355K Buy
1,422
+85
+6% +$19.7K 0.07% 114
2024
Q1 		$292K Buy
1,337
+190
+17% +$39.4K 0.06% 127
2023
Q4 		$212K Buy
+1,147
New +$185K 0.05% 157

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

Physician Wealth Advisors's AXP Position: Q2 2026 in Review

Physician Wealth Advisors increased its American Express (AXP) stake by 0.07% in Q2 2026, buying an estimated $320 and bringing the position to 1,479 shares worth $500K. The position accounts for 0.06% of the portfolio, ranked #117.

Physician Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $575K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Physician Wealth Advisors held 1,479 shares of American Express worth $500K as of Q2 2026.
  • Physician Wealth Advisors bought 1 American Express share in Q2 2026, an estimated $320.
  • American Express made up 0.06% of Physician Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Physician Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Physician Wealth Advisors's American Express position peaked at $575K in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.