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Valmark Advisers’s American Express AXP Stock Holding History

Valmark Advisers’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 		$622K Sell
1,838
-40
-2% -$12.8K 0.01% 463
2026
Q1 		$568K Buy
1,878
+35
+2% +$11.7K 0.01% 444
2025
Q4 		$682K Buy
1,843
+228
+14% +$81.6K 0.01% 396
2025
Q3 		$536K Buy
1,615
+17
+1% +$5.41K 0.01% 424
2025
Q2 		$510K Buy
1,598
+125
+8% +$35.2K 0.01% 442
2025
Q1 		$396K Sell
1,473
-119
-7% -$35.2K 0.01% 463
2024
Q4 		$473K Buy
1,592
+328
+26% +$94.2K 0.01% 429
2024
Q3 		$343K Sell
1,264
-33
-3% -$8.22K 0.01% 476
2024
Q2 		$300K Buy
1,297
+120
+10% +$27.8K 0.01% 472
2024
Q1 		$268K Buy
+1,177
New +$244K ﹤0.01% 476

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Valmark Advisers's AXP Position: Q2 2026 in Review

Valmark Advisers reduced its American Express (AXP) stake by 2.1% in Q2 2026, selling an estimated $12.8K and leaving 1,838 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #463.

Valmark Advisers first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $682K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Valmark Advisers held 1,838 shares of American Express worth $622K as of Q2 2026.
  • Valmark Advisers sold 40 American Express shares in Q2 2026, an estimated $12.8K.
  • American Express made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #463 holding.
  • Valmark Advisers first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • Valmark Advisers's American Express position peaked at $682K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.