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Teamwork Financial Advisors’s American Express AXP Stock Holding History

Teamwork 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 		$13.1M Buy
38,660
+1,840
+5% +$589K 1.19% 30
2026
Q1 		$11.1M Sell
36,820
-2,761
-7% -$926K 1.18% 34
2025
Q4 		$14.6M Sell
39,581
-5,534
-12% -$1.98M 1.48% 24
2025
Q3 		$15M Buy
45,115
+30,698
+213% +$9.76M 1.54% 23
2025
Q2 		$4.6M Buy
14,417
+489
+4% +$138K 0.53% 34
2025
Q1 		$3.75M Sell
13,928
-4,285
-24% -$1.27M 0.5% 36
2024
Q4 		$5.41M Buy
18,213
+482
+3% +$138K 0.7% 32
2024
Q3 		$4.81M Buy
17,731
+756
+4% +$188K 0.67% 33
2024
Q2 		$3.93M Buy
16,975
+3,490
+26% +$808K 0.58% 36
2024
Q1 		$3.07M Buy
13,485
+723
+6% +$150K 0.47% 42
2023
Q4 		$2.39M Sell
12,762
-27,940
-69% -$4.5M 0.41% 42
2023
Q3 		$6.07M Buy
40,702
+2,777
+7% +$454K 0.99% 26
2023
Q2 		$6.61M Buy
37,925
+3,673
+11% +$593K 1.07% 21
2023
Q1 		$5.65M Buy
34,252
+25,179
+278% +$4.18M 1.04% 21
2022
Q4 		$1.34M Sell
9,073
-23,355
-72% -$3.46M 0.27% 62
2022
Q3 		$4.38M Buy
32,428
+6,008
+23% +$909K 0.94% 18
2022
Q2 		$3.66M Buy
26,420
+5,325
+25% +$880K 0.8% 22
2022
Q1 		$3.94M Buy
21,095
+8,679
+70% +$1.57M 0.74% 20
2021
Q4 		$2.03M Buy
12,416
+115
+0.9% +$19.6K 0.37% 50
2021
Q3 		$2.06M Buy
+12,301
New +$2.06M 0.41% 43

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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
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

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

Teamwork Financial Advisors increased its American Express (AXP) stake by 5% in Q2 2026, buying an estimated $589K and bringing the position to 38,660 shares worth $13.1M. The position accounts for 1.19% of the portfolio, ranked #30.

Teamwork Financial Advisors first reported a position in AXP in Q3 2021 and has held it in 20 quarters since. The position peaked at $15M in Q3 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Teamwork Financial Advisors held 38,660 shares of American Express worth $13.1M as of Q2 2026.
  • Teamwork Financial Advisors bought 1,840 American Express shares in Q2 2026, an estimated $589K.
  • American Express made up 1.19% of Teamwork Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Teamwork Financial Advisors first reported a position in American Express in Q3 2021 and has held it in 20 quarters since.
  • Teamwork Financial Advisors's American Express position peaked at $15M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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