Spectrum Planning & Advisory Services’s American Express AXP Stock Holding History

Spectrum Planning & Advisory Services’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	$255K	Sell	754 -368	-33%	-$118K	0.11%	99
2026 Q1	$339K	Buy	1,122 +50	+5%	+$16.8K	0.17%	79
2025 Q4	$397K	Sell	1,072 -2	-0.2%	-$716	0.2%	74
2025 Q3	$357K	Sell	1,074 -123	-10%	-$39.1K	0.2%	78
2025 Q2	$382K	Buy	+1,197	New	+$337K	0.25%	68

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Spectrum Planning & Advisory Services's AXP Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its American Express (AXP) stake by 33% in Q2 2026, selling an estimated $118K and leaving 754 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #99.

Spectrum Planning & Advisory Services first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $397K in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Spectrum Planning & Advisory Services held 754 shares of American Express worth $255K as of Q2 2026.
Spectrum Planning & Advisory Services sold 368 American Express shares in Q2 2026, an estimated $118K.
American Express made up 0.11% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #99 holding.
Spectrum Planning & Advisory Services first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
Spectrum Planning & Advisory Services's American Express position peaked at $397K in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.