Physicians Financial Services’s American Express AXP Stock Holding History

Physicians Financial 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	$1.34M	Hold	3,965	–	–	0.33%	56
2026 Q1	$1.2M	Buy	3,965 +150	+4%	+$50.3K	0.33%	54
2025 Q4	$1.41M	Hold	3,815	–	–	0.38%	49
2025 Q3	$1.27M	Buy	3,815 +25	+0.7%	+$7.95K	0.35%	52
2025 Q2	$1.21M	Buy	3,790 +825	+28%	+$232K	0.36%	51
2025 Q1	$798K	Buy	2,965 +645	+28%	+$191K	0.25%	63
2024 Q4	$689K	Hold	2,320	–	–	0.21%	73
2024 Q3	$629K	Buy	2,320 +50	+2%	+$12.4K	0.2%	76
2024 Q2	$526K	Hold	2,270	–	–	0.17%	81
2024 Q1	$517K	Buy	2,270 +100	+5%	+$20.7K	0.18%	83
2023 Q4	$407K	Hold	2,170	–	–	0.15%	87
2023 Q3	$324K	Buy	2,170 +100	+5%	+$16.4K	0.13%	92
2023 Q2	$361K	Hold	2,070	–	–	0.14%	90
2023 Q1	$341K	Hold	2,070	–	–	0.14%	91
2022 Q4	$306K	Buy	2,070 +50	+2%	+$7.41K	0.14%	94
2022 Q3	$273K	Hold	2,020	–	–	0.13%	92
2022 Q2	$280K	Hold	2,020	–	–	0.12%	98
2022 Q1	$378K	Buy	2,020 +20	+1%	+$3.61K	0.14%	93
2021 Q4	$327K	Hold	2,000	–	–	0.12%	101
2021 Q3	$335K	Hold	2,000	–	–	0.14%	100
2021 Q2	$330K	Hold	2,000	–	–	0.14%	98
2021 Q1	$283K	Hold	2,000	–	–	0.12%	99
2020 Q4	$242K	Sell	2,000 -12	-0.6%	-$1.33K	0.12%	100
2020 Q3	$202K	Buy	+2,012	New	+$198K	0.1%	103
2020 Q1	–	Sell	-2,000	Closed	-$249K	–	105
2019 Q4	$249K	Hold	2,000	–	–	0.13%	109
2019 Q3	$237K	Hold	2,000	–	–	0.14%	107
2019 Q2	$247K	Sell	2,000 -1,500	-43%	-$176K	0.15%	105
2019 Q1	$383K	Hold	3,500	–	–	0.24%	89
2018 Q4	$334K	Buy	+3,500	New	+$366K	0.24%	88
2018 Q1	–	Sell	-3,500	Closed	-$348K	–	103
2017 Q4	$348K	Hold	3,500	–	–	0.27%	87
2017 Q3	$317K	Hold	3,500	–	–	0.26%	89
2017 Q2	$295K	Hold	3,500	–	–	0.25%	93
2017 Q1	$277K	Sell	3,500 -50	-1%	-$3.91K	0.24%	93
2016 Q4	$229K	Hold	3,550	–	–	0.19%	100
2016 Q3	$227K	Hold	3,550	–	–	0.19%	98
2016 Q2	$215K	Hold	3,550	–	–	0.19%	99
2016 Q1	$218K	Sell	3,550 -1,750	-33%	-$102K	0.2%	102
2015 Q4	$369K	Buy	+5,300	New	+$386K	0.34%	80

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

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

Physicians Financial Services's AXP Position: Q2 2026 in Review

Physicians Financial Services held its American Express (AXP) position steady in Q2 2026 at 3,965 shares worth $1.34M. The position accounts for 0.33% of the portfolio, ranked #56.

Physicians Financial Services first reported a position in AXP in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.41M in Q4 2025. 804 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Physicians Financial Services held 3,965 shares of American Express worth $1.34M as of Q2 2026.
Physicians Financial Services left its American Express share count unchanged in Q2 2026.
American Express made up 0.33% of Physicians Financial Services's portfolio in Q2 2026, its #56 holding.
Physicians Financial Services first reported a position in American Express in Q4 2015 and has held it in 38 quarters since.
Physicians Financial Services's American Express position peaked at $1.41M in Q4 2025.
804 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.