Second Half Financial Partners’s American Express AXP Stock Holding History

Second Half Financial Partners’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	$219K	Buy	+646	New	+$207K	0.09%	102
2026 Q1	–	Sell	-646	Closed	-$239K	–	101
2025 Q4	$239K	Hold	646	–	–	0.11%	85
2025 Q3	$215K	Sell	646 -400	-38%	-$127K	0.09%	91
2025 Q2	$334K	Buy	1,046 +83	+9%	+$23.4K	0.16%	59
2025 Q1	$259K	Buy	963 +22	+2%	+$6.5K	0.13%	69
2024 Q4	$279K	Sell	941 -56	-6%	-$16.1K	0.14%	72
2024 Q3	$270K	Buy	+997	New	+$248K	0.14%	77

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

Second Half Financial Partners's AXP Position: Q2 2026 in Review

Second Half Financial Partners opened a new position in American Express (AXP) in Q2 2026: 646 shares worth $219K. The stake represents 0.09% of the portfolio and ranks #102 among its holdings. This is a return to the name: Second Half Financial Partners previously reported a position in AXP as recently as Q4 2025.

Second Half Financial Partners first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $334K in Q2 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Second Half Financial Partners held 646 shares of American Express worth $219K as of Q2 2026.
American Express was a new Second Half Financial Partners position in Q2 2026.
American Express made up 0.09% of Second Half Financial Partners's portfolio in Q2 2026, its #102 holding.
Second Half Financial Partners first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
Second Half Financial Partners's American Express position peaked at $334K in Q2 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.