Professional Advisory Services’s American Express AXP Stock Holding History

Professional Advisory Services’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 Q3	$684K	Hold	2,250	–	–	0.08%	54
2026 Q2	$761K	Buy	2,250 +750	+50%	+$240K	0.09%	53
2026 Q1	$454K	Hold	1,500	–	–	0.06%	59
2025 Q4	$555K	Hold	1,500	–	–	0.07%	58
2025 Q3	$498K	Hold	1,500	–	–	0.06%	60
2025 Q2	$478K	Hold	1,500	–	–	0.06%	60
2025 Q1	$404K	Hold	1,500	–	–	0.06%	60
2024 Q4	$445K	Hold	1,500	–	–	0.06%	56
2024 Q3	$407K	Hold	1,500	–	–	0.05%	59
2024 Q2	$347K	Hold	1,500	–	–	0.05%	61
2024 Q1	$342K	Hold	1,500	–	–	0.05%	61
2023 Q4	$281K	Hold	1,500	–	–	0.04%	61
2023 Q3	$224K	Hold	1,500	–	–	0.04%	64
2023 Q2	$261K	Hold	1,500	–	–	0.04%	64
2023 Q1	$247K	Hold	1,500	–	–	0.04%	67
2022 Q4	$222K	Hold	1,500	–	–	0.04%	72
2022 Q3	$202K	Hold	1,500	–	–	0.04%	69
2022 Q2	$208K	Hold	1,500	–	–	0.03%	70
2022 Q1	$281K	Hold	1,500	–	–	0.04%	65
2021 Q4	$245K	Hold	1,500	–	–	0.03%	74
2021 Q3	$251K	Hold	1,500	–	–	0.04%	70
2021 Q2	$248K	Hold	1,500	–	–	0.04%	73
2021 Q1	$212K	Buy	+1,500	New	+$198K	0.03%	69

Other funds holding AXP

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

Professional Advisory Services's AXP Position: Q3 2026 in Review

Professional Advisory Services held its American Express (AXP) position steady in Q3 2026 at 2,250 shares worth $684K. The position accounts for 0.08% of the portfolio, ranked #54.

Professional Advisory Services first reported a position in AXP in Q1 2021 and has held it in 23 quarters since. The position peaked at $761K in Q2 2026. 113 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Professional Advisory Services held 2,250 shares of American Express worth $684K as of Q3 2026.
Professional Advisory Services left its American Express share count unchanged in Q3 2026.
American Express made up 0.08% of Professional Advisory Services's portfolio in Q3 2026, its #54 holding.
Professional Advisory Services first reported a position in American Express in Q1 2021 and has held it in 23 quarters since.
Professional Advisory Services's American Express position peaked at $761K in Q2 2026.
113 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Professional Advisory Services's 13F filing for Q3 2026, filed 8 Oct 2026.