Worth Financial Advisory Group’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Worth Financial Advisory Group's AXP Position: Q2 2026 in Review
Worth Financial Advisory Group increased its American Express (AXP) stake by 1,055% in Q2 2026, buying an estimated $341K and bringing the position to 1,167 shares worth $395K. The position accounts for 0.16% of the portfolio, ranked #133.
Worth Financial Advisory Group first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $979K in Q1 2026. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Worth Financial Advisory Group held 1,167 shares of American Express worth $395K as of Q2 2026.
- Worth Financial Advisory Group bought 1,066 American Express shares in Q2 2026, an estimated $341K.
- American Express made up 0.16% of Worth Financial Advisory Group's portfolio in Q2 2026, its #133 holding.
- Worth Financial Advisory Group first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
- Worth Financial Advisory Group's American Express position peaked at $979K in Q1 2026.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.