PVG Asset Management’s American Express AXP Stock Holding History

PVG Asset Management’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	$264K	Hold	781	–	–	0.15%	100
2026 Q1	$262K	Sell	781 -5	-0.6%	-$1.68K	0.16%	90
2025 Q4	$291K	Hold	786	–	–	0.62%	49
2025 Q3	$261K	Hold	786	–	–	0.96%	41
2025 Q2	$251K	Hold	786	–	–	0.85%	39
2025 Q1	$211K	Buy	+786	New	+$232K	0.92%	35
2020 Q1	$277K	Buy	+3,240	New	+$377K	0.66%	32
2016 Q1	–	Sell	-36,159	Closed	-$2.51M	–	68
2015 Q4	$2.51M	Buy	+36,159	New	+$2.63M	1.02%	34

Other funds holding AXP

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

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

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return