Quantum Financial Advisors’s American Express AXP Stock Holding History

Quantum 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	$1.16M	Sell	3,422 -25	-0.7%	-$8K	0.11%	77
2026 Q1	$1.04M	Buy	3,447 +124	+4%	+$41.6K	0.12%	68
2025 Q4	$1.23M	Buy	3,323 +965	+41%	+$345K	0.14%	68
2025 Q3	$783K	Hold	2,358	–	–	0.1%	78
2025 Q2	$752K	Hold	2,358	–	–	0.1%	79
2025 Q1	$634K	Hold	2,358	–	–	0.09%	81
2024 Q4	$700K	Sell	2,358 -910	-28%	-$261K	0.11%	73
2024 Q3	$886K	Buy	3,268 +1,881	+136%	+$468K	0.14%	71
2024 Q2	$321K	Hold	1,387	–	–	0.06%	112
2024 Q1	$316K	Buy	1,387 +314	+29%	+$65.1K	0.06%	108
2023 Q4	$201K	Buy	+1,073	New	+$173K	0.05%	122

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

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

Quantum Financial Advisors reduced its American Express (AXP) stake by 0.73% in Q2 2026, selling an estimated $8K and leaving 3,422 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #77.

Quantum Financial Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Quantum Financial Advisors held 3,422 shares of American Express worth $1.16M as of Q2 2026.
Quantum Financial Advisors sold 25 American Express shares in Q2 2026, an estimated $8K.
American Express made up 0.11% of Quantum Financial Advisors's portfolio in Q2 2026, its #77 holding.
Quantum Financial Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Quantum Financial Advisors's American Express position peaked at $1.23M in Q4 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.