Toth Financial Advisory’s American Express AXP Stock Holding History

Toth Financial Advisory’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	$519K	Buy	1,535 +2	+0.1%	+$640	0.05%	175
2026 Q1	$464K	Sell	1,533 -1	-0.1%	-$335	0.05%	172
2025 Q4	$568K	Sell	1,534 -10	-0.6%	-$3.58K	0.06%	162
2025 Q3	$513K	Sell	1,544 -9	-0.6%	-$2.86K	0.06%	163
2025 Q2	$495K	Buy	1,553 +1	+0.1%	+$281	0.06%	163
2025 Q1	$417K	Sell	1,552 -321	-17%	-$94.9K	0.05%	167
2024 Q4	$556K	Sell	1,873 -89	-5%	-$25.6K	0.07%	152
2024 Q3	$532K	Sell	1,962 -17	-0.9%	-$4.23K	0.06%	155
2024 Q2	$458K	Sell	1,979 -115	-5%	-$26.6K	0.06%	156
2024 Q1	$477K	Buy	2,094 +2	+0.1%	+$415	0.06%	162
2023 Q4	$392K	Buy	2,092 +3	+0.1%	+$483	0.05%	173
2023 Q3	$312K	Sell	2,089 -11	-0.5%	-$1.8K	0.05%	172
2023 Q2	$366K	Sell	2,100 -171	-8%	-$27.6K	0.05%	159
2023 Q1	$375K	Buy	2,271 +191	+9%	+$31.7K	0.06%	157
2022 Q4	$307K	Sell	2,080 -77	-4%	-$11.4K	0.05%	169
2022 Q3	$291K	Buy	2,157 +2	+0.1%	+$303	0.05%	157
2022 Q2	$299K	Buy	2,155 +44	+2%	+$7.27K	0.05%	153
2022 Q1	$395K	Buy	2,111 +2	+0.1%	+$361	0.06%	166
2021 Q4	$345K	Buy	2,109 +1	+0%	+$171	0.05%	181
2021 Q3	$353K	Buy	2,108 +123	+6%	+$20.6K	0.05%	169
2021 Q2	$328K	Buy	1,985 +3	+0.2%	+$470	0.05%	161
2021 Q1	$280K	Buy	1,982 +2	+0.1%	+$264	0.04%	187
2020 Q4	$239K	Buy	1,980 +3	+0.2%	+$332	0.04%	182
2020 Q3	$198K	Buy	1,977 +4	+0.2%	+$394	0.04%	183
2020 Q2	$188K	Sell	1,973 -251	-11%	-$23.1K	0.04%	172
2020 Q1	$190K	Buy	2,224 +267	+14%	+$31.1K	0.05%	125
2019 Q4	$244K	Buy	1,957 +3	+0.2%	+$359	0.05%	157
2019 Q3	$231K	Sell	1,954 -205	-9%	-$25.1K	0.05%	169
2019 Q2	$267K	Buy	2,159 +6	+0.3%	+$705	0.06%	150
2019 Q1	$235K	Buy	2,153 +6	+0.3%	+$631	0.06%	148
2018 Q4	$205K	Buy	2,147 +81	+4%	+$8.47K	0.06%	126
2018 Q3	$220K	Sell	2,066 -169	-8%	-$17.6K	0.05%	148
2018 Q2	$219K	Buy	2,235 +6	+0.3%	+$590	0.05%	146
2018 Q1	$208K	Buy	2,229 +6	+0.3%	+$581	0.05%	149
2017 Q4	$221K	Sell	2,223 -559	-20%	-$53.2K	0.05%	146
2017 Q3	$252K	Buy	+2,782	New	+$239K	0.06%	132
2017 Q2	–	Sell	-2,685	Closed	-$212K	–	131
2017 Q1	$212K	Sell	2,685 -7,699	-74%	-$602K	0.06%	125
2016 Q4	$769K	Buy	+10,384	New	+$719K	0.22%	94

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

Toth Financial Advisory's AXP Position: Q2 2026 in Review

Toth Financial Advisory increased its American Express (AXP) stake by 0.13% in Q2 2026, buying an estimated $640 and bringing the position to 1,535 shares worth $519K. The position accounts for 0.05% of the portfolio, ranked #175.

Toth Financial Advisory first reported a position in AXP in Q4 2016 and has held it in 38 quarters since. The position peaked at $769K in Q4 2016. 673 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Toth Financial Advisory held 1,535 shares of American Express worth $519K as of Q2 2026.
Toth Financial Advisory bought 2 American Express shares in Q2 2026, an estimated $640.
American Express made up 0.05% of Toth Financial Advisory's portfolio in Q2 2026, its #175 holding.
Toth Financial Advisory first reported a position in American Express in Q4 2016 and has held it in 38 quarters since.
Toth Financial Advisory's American Express position peaked at $769K in Q4 2016.
673 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.