Pine Valley Investments’s American Express AXP Stock Holding History

Pine Valley Investments’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	$1.98M	Buy	5,857 +56	+1%	+$17.9K	0.08%	223
2026 Q1	$1.75M	Buy	5,801 +689	+13%	+$231K	0.08%	223
2025 Q4	$1.89M	Sell	5,112 -49	-0.9%	-$17.5K	0.09%	204
2025 Q3	$1.71M	Sell	5,161 -374	-7%	-$119K	0.08%	222
2025 Q2	$1.77M	Hold	5,535	–	–	0.1%	203
2025 Q1	$1.49M	Buy	5,535 +1	+0%	+$296	0.09%	215
2024 Q4	$1.64M	Sell	5,534 -4	-0.1%	-$1.15K	0.1%	193
2024 Q3	$1.5M	Sell	5,538 -24	-0.4%	-$5.98K	0.09%	204
2024 Q2	$1.29M	Sell	5,562 -222	-4%	-$51.4K	0.08%	207
2024 Q1	$1.32M	Sell	5,784 -223	-4%	-$46.2K	0.09%	204
2023 Q4	$1.13M	Sell	6,007 -886	-13%	-$143K	0.08%	205
2023 Q3	$1.03M	Buy	6,893 +1,836	+36%	+$300K	0.09%	206
2023 Q2	$881K	Buy	+5,057	New	+$816K	0.09%	203

Other funds holding AXP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Pine Valley Investments's AXP Position: Q2 2026 in Review

Pine Valley Investments increased its American Express (AXP) stake by 0.97% in Q2 2026, buying an estimated $17.9K and bringing the position to 5,857 shares worth $1.98M. The position accounts for 0.08% of the portfolio, ranked #223.

Pine Valley Investments first reported a position in AXP in Q2 2023 and has held it in 13 quarters since. 1,690 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Pine Valley Investments held 5,857 shares of American Express worth $1.98M as of Q2 2026.
Pine Valley Investments bought 56 American Express shares in Q2 2026, an estimated $17.9K.
American Express made up 0.08% of Pine Valley Investments's portfolio in Q2 2026, its #223 holding.
Pine Valley Investments first reported a position in American Express in Q2 2023 and has held it in 13 quarters since.
1,690 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.