Uptown Financial Advisors’s American Express AXP Stock Holding History

Uptown 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	$381K	Hold	1,127	–	–	0.25%	56
2026 Q1	$341K	Hold	1,127	–	–	0.27%	51
2025 Q4	$417K	Hold	1,127	–	–	0.3%	46
2025 Q3	$374K	Hold	1,127	–	–	0.31%	46
2025 Q2	$359K	Hold	1,127	–	–	0.31%	45
2025 Q1	$303K	Hold	1,127	–	–	0.31%	46
2024 Q4	$334K	Buy	+1,127	New	+$324K	0.36%	41

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

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

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

Uptown Financial Advisors held its American Express (AXP) position steady in Q2 2026 at 1,127 shares worth $381K. The position accounts for 0.25% of the portfolio, ranked #56.

Uptown Financial Advisors first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $417K in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Uptown Financial Advisors held 1,127 shares of American Express worth $381K as of Q2 2026.
Uptown Financial Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.25% of Uptown Financial Advisors's portfolio in Q2 2026, its #56 holding.
Uptown Financial Advisors first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Uptown Financial Advisors's American Express position peaked at $417K in Q4 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.