Sarver Vrooman Wealth Advisors’s American Express AXP Stock Holding History

Sarver Vrooman Wealth 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	$42.5K	Sell	122 -4	-3%	-$1.28K	0.03%	82
2026 Q1	$38.1K	Sell	126 -14	-10%	-$4.69K	0.02%	92
2025 Q4	$51.8K	Sell	140 -86	-38%	-$30.8K	0.03%	58
2025 Q3	$75.1K	Hold	226	–	–	0.05%	44
2025 Q2	$72.1K	Sell	226 -77	-25%	-$21.7K	0.05%	40
2025 Q1	$81.5K	Buy	+303	New	+$89.6K	0.05%	40

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

Sarver Vrooman Wealth Advisors's AXP Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its American Express (AXP) stake by 3.2% in Q2 2026, selling an estimated $1.28K and leaving 122 shares worth $42.5K. The position accounts for 0.03% of the portfolio, ranked #82.

Sarver Vrooman Wealth Advisors first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. The position peaked at $81.5K in Q1 2025. 673 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sarver Vrooman Wealth Advisors held 122 shares of American Express worth $42.5K as of Q2 2026.
Sarver Vrooman Wealth Advisors sold 4 American Express shares in Q2 2026, an estimated $1.28K.
American Express made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Sarver Vrooman Wealth Advisors first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's American Express position peaked at $81.5K in Q1 2025.
673 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.