Values First Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Values First Advisors's AXP Position: Q2 2026 in Review
Values First Advisors reduced its American Express (AXP) stake by 25% in Q2 2026, selling an estimated $296K and leaving 2,787 shares worth $943K. The position accounts for 0.43% of the portfolio, ranked #68.
Values First Advisors first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Values First Advisors held 2,787 shares of American Express worth $943K as of Q2 2026.
- Values First Advisors sold 923 American Express shares in Q2 2026, an estimated $296K.
- American Express made up 0.43% of Values First Advisors's portfolio in Q2 2026, its #68 holding.
- Values First Advisors first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
- Values First Advisors's American Express position peaked at $1.34M in Q4 2025.
- 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.