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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
2019
Q3 		– Sell
-100
Closed -$12K – 467
2019
Q2 		$12K Buy
+100
New +$11.7K ﹤0.01% 306

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

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.