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 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

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

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Professional Financial Advisors's AXP Position: Q2 2026 in Review

Professional Financial Advisors opened a new position in American Express (AXP) in Q2 2026: 620 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #143 among its holdings. This is a return to the name: Professional Financial Advisors previously reported a position in AXP as recently as Q4 2025.

Professional Financial Advisors first reported a position in AXP in Q2 2021 and has held it in 9 quarters since. The position peaked at $229K in Q4 2025. 674 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Professional Financial Advisors held 620 shares of American Express worth $210K as of Q2 2026.
American Express was a new Professional Financial Advisors position in Q2 2026.
American Express made up 0.04% of Professional Financial Advisors's portfolio in Q2 2026, its #143 holding.
Professional Financial Advisors first reported a position in American Express in Q2 2021 and has held it in 9 quarters since.
Professional Financial Advisors's American Express position peaked at $229K in Q4 2025.
674 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.