PPS&V Asset Management Consultants’s American Express AXP Stock Holding History

PPS&V Asset Management Consultants’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	$233K	Hold	689	–	–	0.13%	37
2026 Q1	$208K	Hold	689	–	–	0.13%	41
2025 Q4	$255K	Sell	689 -10	-1%	-$3.58K	0.15%	39
2025 Q3	$232K	Buy	699 +1	+0.1%	+$318	0.13%	42
2025 Q2	$223K	Buy	+698	New	+$196K	0.14%	39
2025 Q1	–	Sell	-724	Closed	-$215K	–	38
2024 Q4	$215K	Buy	+724	New	+$208K	0.15%	39

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

PPS&V Asset Management Consultants's AXP Position: Q2 2026 in Review

PPS&V Asset Management Consultants held its American Express (AXP) position steady in Q2 2026 at 689 shares worth $233K. The position accounts for 0.13% of the portfolio, ranked #37.

PPS&V Asset Management Consultants first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $255K in Q4 2025. 855 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

PPS&V Asset Management Consultants held 689 shares of American Express worth $233K as of Q2 2026.
PPS&V Asset Management Consultants left its American Express share count unchanged in Q2 2026.
American Express made up 0.13% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #37 holding.
PPS&V Asset Management Consultants first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
PPS&V Asset Management Consultants's American Express position peaked at $255K in Q4 2025.
855 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.