SHJ
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Sharkey, Howes & Javer’s American Express AXP Stock Holding History

Sharkey, Howes & Javer’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 		$354K Hold
1,047
– – 0.04% 133
2026
Q1 		$317K Sell
1,047
-273
-21% -$91.5K 0.04% 131
2025
Q4 		$488K Hold
1,320
– – 0.06% 117
2025
Q3 		$439K Hold
1,320
– – 0.06% 118
2025
Q2 		$421K Sell
1,320
-120
-8% -$33.8K 0.06% 118
2025
Q1 		$387K Sell
1,440
-946
-40% -$280K 0.06% 116
2024
Q4 		$708K Buy
2,386
+49
+2% +$14.1K 0.1% 96
2024
Q3 		$634K Buy
+2,337
New +$582K 0.09% 94

Other funds holding AXP

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return