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 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

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Professional Advisory Services's AXP Position: Q2 2026 in Review

Professional Advisory Services increased its American Express (AXP) stake by 50% in Q2 2026, buying an estimated $240K and bringing the position to 2,250 shares worth $761K. The position accounts for 0.09% of the portfolio, ranked #53.

Professional Advisory Services first reported a position in AXP in Q1 2021 and has held it in 22 quarters since. 852 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Professional Advisory Services held 2,250 shares of American Express worth $761K as of Q2 2026.
Professional Advisory Services bought 750 American Express shares in Q2 2026, an estimated $240K.
American Express made up 0.09% of Professional Advisory Services's portfolio in Q2 2026, its #53 holding.
Professional Advisory Services first reported a position in American Express in Q1 2021 and has held it in 22 quarters since.
852 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Professional Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.