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Valeo Financial Advisors’s American Express AXP Stock Holding History

Valeo 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 		$5.73M Buy
16,950
+911
+6% +$292K 0.12% 83
2026
Q1 		$4.85M Sell
16,039
-2,431
-13% -$815K 0.12% 86
2025
Q4 		$6.83M Buy
18,470
+505
+3% +$181K 0.15% 76
2025
Q3 		$5.97M Buy
17,965
+79
+0.4% +$25.1K 0.14% 81
2025
Q2 		$5.71M Buy
17,886
+2,054
+13% +$578K 0.14% 79
2025
Q1 		$4.26M Buy
15,832
+22
+0.1% +$6.5K 0.12% 84
2024
Q4 		$4.69M Buy
15,810
+59
+0.4% +$17K 0.13% 80
2024
Q3 		$4.27M Buy
15,751
+122
+0.8% +$30.4K 0.12% 84
2024
Q2 		$3.62M Buy
15,629
+225
+1% +$52.1K 0.11% 88
2024
Q1 		$3.68M Sell
15,404
-213
-1% -$44.2K 0.13% 87
2023
Q4 		$2.93M Buy
15,617
+1,407
+10% +$226K 0.12% 102
2023
Q3 		$2.12M Buy
14,210
+1,046
+8% +$171K 0.1% 120
2023
Q2 		$2.29M Sell
13,164
-1,841
-12% -$297K 0.1% 110
2023
Q1 		$2.48M Buy
15,005
+2,031
+16% +$337K 0.12% 106
2022
Q4 		$1.92M Buy
12,974
+886
+7% +$131K 0.11% 110
2022
Q3 		$1.63M Buy
12,088
+446
+4% +$67.5K 0.1% 120
2022
Q2 		$1.61M Sell
11,642
-1,093
-9% -$181K 0.1% 118
2022
Q1 		$2.38M Buy
12,735
+448
+4% +$80.9K 0.12% 103
2021
Q4 		$2.01M Buy
12,287
+863
+8% +$147K 0.11% 110
2021
Q3 		$1.91M Buy
11,424
+217
+2% +$36.3K 0.11% 116
2021
Q2 		$1.85M Sell
11,207
-73
-0.6% -$11.4K 0.11% 116
2021
Q1 		$1.59M Sell
11,280
-874
-7% -$115K 0.07% 142
2020
Q4 		$1.47M Sell
12,154
-1,405
-10% -$156K 0.08% 129
2020
Q3 		$1.36M Sell
13,559
-57
-0.4% -$5.61K 0.12% 107
2020
Q2 		$1.3M Buy
13,616
+3,378
+33% +$311K 0.12% 108
2020
Q1 		$969K Buy
10,238
+2,277
+29% +$265K 0.1% 125
2019
Q4 		$991K Buy
7,961
+1,000
+14% +$120K 0.1% 132
2019
Q3 		$823K Buy
6,961
+68
+1% +$8.34K 0.09% 134
2019
Q2 		$851K Buy
6,893
+78
+1% +$9.16K 0.1% 137
2019
Q1 		$745K Buy
6,815
+105
+2% +$11K 0.09% 147
2018
Q4 		$640K Sell
6,710
-52
-0.8% -$5.44K 0.09% 152
2018
Q3 		$695K Buy
6,762
+774
+13% +$80.5K 0.09% 144
2018
Q2 		$610K Buy
5,988
+834
+16% +$82K 0.09% 147
2018
Q1 		$481K Buy
5,154
+777
+18% +$75.3K 0.08% 158
2017
Q4 		$435K Buy
4,377
+95
+2% +$9.05K 0.07% 160
2017
Q3 		$387K Buy
+4,282
New +$368K 0.09% 149

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
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
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

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

Valeo Financial Advisors increased its American Express (AXP) stake by 5.7% in Q2 2026, buying an estimated $292K and bringing the position to 16,950 shares worth $5.73M. The position accounts for 0.12% of the portfolio, ranked #83.

Valeo Financial Advisors first reported a position in AXP in Q3 2017 and has held it in 36 quarters since. The position peaked at $6.83M in Q4 2025. 825 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Valeo Financial Advisors held 16,950 shares of American Express worth $5.73M as of Q2 2026.
  • Valeo Financial Advisors bought 911 American Express shares in Q2 2026, an estimated $292K.
  • American Express made up 0.12% of Valeo Financial Advisors's portfolio in Q2 2026, its #83 holding.
  • Valeo Financial Advisors first reported a position in American Express in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's American Express position peaked at $6.83M in Q4 2025.
  • 825 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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