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Valued Wealth Advisors’s American Express AXP Stock Holding History

Valued Wealth 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 		$21.4K Buy
63
+21
+50% +$6.72K 0.01% 193
2026
Q1 		$12.8K Sell
42
-13
-24% -$4.36K 0.01% 247
2025
Q4 		$20.5K Buy
55
+16
+41% +$5.73K 0.01% 157
2025
Q3 		$13K Buy
39
+6
+18% +$1.91K 0.01% 191
2025
Q2 		$10.6K Hold
33
– – 0.01% 209
2025
Q1 		$8.91K Sell
33
-11
-25% -$3.25K 0.01% 242
2024
Q4 		$13.1K Sell
44
-11
-20% -$3.16K 0.01% 195
2024
Q3 		$14.9K Buy
55
+3
+6% +$747 0.01% 175
2024
Q2 		$12.1K Buy
52
+11
+27% +$2.55K 0.01% 179
2024
Q1 		$9.36K Buy
41
+2
+5% +$415 0.01% 190
2023
Q4 		$5.82K Buy
+39
New +$6.28K 0.01% 180

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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 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

Valued Wealth Advisors's AXP Position: Q2 2026 in Review

Valued Wealth Advisors increased its American Express (AXP) stake by 50% in Q2 2026, buying an estimated $6.72K and bringing the position to 63 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #193.

Valued Wealth Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Valued Wealth Advisors held 63 shares of American Express worth $21.4K as of Q2 2026.
  • Valued Wealth Advisors bought 21 American Express shares in Q2 2026, an estimated $6.72K.
  • American Express made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • Valued Wealth Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.