Princeton Global Asset Management’s American Express AXP Stock Holding History

Princeton Global Asset Management’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	$713K	Buy	2,107 +790	+60%	+$253K	0.1%	120
2026 Q1	$398K	Buy	1,317 +109	+9%	+$36.5K	0.07%	149
2025 Q4	$447K	Sell	1,208 -13	-1%	-$4.65K	0.07%	141
2025 Q3	$405K	Buy	1,221 +100	+9%	+$31.8K	0.07%	147
2025 Q2	$357K	Sell	1,121 -8,604	-88%	-$2.42M	0.06%	151
2025 Q1	$2.62M	Buy	9,725 +7,456	+329%	+$2.2M	0.52%	60
2024 Q4	$673K	Sell	2,269 -281	-11%	-$80.7K	0.13%	115
2024 Q3	$692K	Buy	2,550 +181	+8%	+$45.1K	0.13%	113
2024 Q2	$548K	Hold	2,369	–	–	0.12%	104
2024 Q1	$539K	Buy	2,369 +101	+4%	+$20.9K	0.13%	104
2023 Q4	$425K	Hold	2,268	–	–	0.11%	113
2023 Q3	$338K	Hold	2,268	–	–	0.1%	121
2023 Q2	$395K	Hold	2,268	–	–	0.12%	113
2023 Q1	$374K	Buy	2,268 +1	+0%	+$166	0.11%	121
2022 Q4	$335K	Hold	2,267	–	–	0.11%	122
2022 Q3	$306K	Hold	2,267	–	–	0.11%	125
2022 Q2	$314K	Hold	2,267	–	–	0.1%	129
2022 Q1	$424K	Sell	2,267 -900	-28%	-$163K	0.12%	120
2021 Q4	$518K	Hold	3,167	–	–	0.15%	121
2021 Q3	$531K	Sell	3,167 -900	-22%	-$150K	0.16%	121
2021 Q2	$672K	Hold	4,067	–	–	0.2%	110
2021 Q1	$575K	Hold	4,067	–	–	0.19%	111
2020 Q4	$492K	Hold	4,067	–	–	0.17%	118
2020 Q3	$408K	Sell	4,067 -870	-18%	-$85.6K	0.16%	123
2020 Q2	$470K	Hold	4,937	–	–	0.15%	137
2020 Q1	$423K	Buy	4,937 +67	+1%	+$7.8K	0.19%	124
2019 Q4	$606	Buy	4,870 +370	+8%	+$44.2K	0.25%	99
2019 Q3	$526K	Hold	4,500	–	–	0.3%	95
2019 Q2	$555K	Hold	4,500	–	–	0.33%	86
2019 Q1	$491K	Hold	4,500	–	–	0.34%	85
2018 Q4	$429K	Buy	+4,500	New	+$471K	0.38%	75

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

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Princeton Global Asset Management's AXP Position: Q2 2026 in Review

Princeton Global Asset Management increased its American Express (AXP) stake by 60% in Q2 2026, buying an estimated $253K and bringing the position to 2,107 shares worth $713K. The position accounts for 0.1% of the portfolio, ranked #120.

Princeton Global Asset Management first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.62M in Q1 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Princeton Global Asset Management held 2,107 shares of American Express worth $713K as of Q2 2026.
Princeton Global Asset Management bought 790 American Express shares in Q2 2026, an estimated $253K.
American Express made up 0.1% of Princeton Global Asset Management's portfolio in Q2 2026, its #120 holding.
Princeton Global Asset Management first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
Princeton Global Asset Management's American Express position peaked at $2.62M in Q1 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.