Professional Financial Advisors’s American Express AXP Stock Holding History

Professional Financial Advisors’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	–	Sell	-620	Closed	-$210K	–	141
2026 Q2	$210K	Buy	+620	New	+$199K	0.04%	143
2026 Q1	–	Sell	-620	Closed	-$229K	–	138
2025 Q4	$229K	Hold	620	–	–	0.05%	122
2025 Q3	$206K	Buy	+620	New	+$197K	0.04%	122
2022 Q4	–	Sell	-300	Closed	-$40K	–	102
2022 Q3	$40K	Hold	300	–	–	0.02%	160
2022 Q2	$42K	Hold	300	–	–	0.02%	160
2022 Q1	$56K	Hold	300	–	–	0.02%	137
2021 Q4	$49K	Hold	300	–	–	0.02%	169
2021 Q3	$50K	Hold	300	–	–	0.03%	138
2021 Q2	$49K	Buy	+300	New	+$47K	0.03%	143

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Professional Financial Advisors's AXP Position: Q3 2026 in Review

Professional Financial Advisors sold out of American Express (AXP) in Q3 2026, closing a stake of 620 shares — an estimated $210K sold.

Professional Financial Advisors first reported a position in AXP in Q2 2021 and held it in 9 quarters. The position peaked at $229K in Q4 2025. 1,993 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Professional Financial Advisors reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
Professional Financial Advisors sold 620 American Express shares in Q3 2026, an estimated $210K.
Professional Financial Advisors first reported a position in American Express in Q2 2021 and held it in 9 quarters.
Professional Financial Advisors's American Express position peaked at $229K in Q4 2025.
1,993 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.