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Private Advisor Group’s American Express AXP Stock Holding History

Private Advisor Group’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
2023
Q4 		– Hold
0
– -$2.19K – 2266
2023
Q3 		– Hold
0
– – – 2231

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 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
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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Private Advisor Group's AXP Position: Q2 2026 in Review

Private Advisor Group reduced its American Express (AXP) stake by 11% in Q2 2026, selling an estimated $1.87M and leaving 47,356 shares worth $16M. The position accounts for 0.07% of the portfolio, ranked #280.

Private Advisor Group first reported a position in AXP in Q4 2013 and has held it in 51 quarters since. The position peaked at $19.5M in Q4 2025. 1,244 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Private Advisor Group held 47,356 shares of American Express worth $16M as of Q2 2026.
  • Private Advisor Group sold 5,845 American Express shares in Q2 2026, an estimated $1.87M.
  • American Express made up 0.07% of Private Advisor Group's portfolio in Q2 2026, its #280 holding.
  • Private Advisor Group first reported a position in American Express in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's American Express position peaked at $19.5M in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.