Private Advisory Group’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.9M Buy
38,198
+4,130
+12% +$1.32M 0.7% 40
2026
Q1
$10.3M Sell
34,068
-2,159
-6% -$724K 0.68% 48
2025
Q4
$13.4M Buy
36,227
+2,132
+6% +$763K 1.05% 30
2025
Q3
$11.3M Buy
34,095
+2,385
+8% +$759K 0.93% 32
2025
Q2
$10.1M Buy
+31,710
New +$8.92M 0.92% 35

Other funds holding AXP

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

Private Advisory Group increased its American Express (AXP) stake by 12% in Q2 2026, buying an estimated $1.32M and bringing the position to 38,198 shares worth $12.9M. The position accounts for 0.7% of the portfolio, ranked #40.

Private Advisory Group first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.4M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Private Advisory Group held 38,198 shares of American Express worth $12.9M as of Q2 2026.
  • Private Advisory Group bought 4,130 American Express shares in Q2 2026, an estimated $1.32M.
  • American Express made up 0.7% of Private Advisory Group's portfolio in Q2 2026, its #40 holding.
  • Private Advisory Group first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Private Advisory Group's American Express position peaked at $13.4M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.