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Advus Financial Partners, LLC’s American Express AXP Stock Holding History

Advus Financial Partners, LLC’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 		$403K Buy
1,192
+13
+1% +$4.16K 0.09% 155
2026
Q1 		$356K Sell
1,179
-85
-7% -$28.5K 0.09% 159
2025
Q4 		$468K Sell
1,264
-242
-16% -$86.6K 0.11% 128
2025
Q3 		$500K Sell
1,506
-85
-5% -$27K 0.12% 128
2025
Q2 		$508K Sell
1,591
-120
-7% -$33.8K 0.13% 114
2025
Q1 		$460K Buy
1,711
+44
+3% +$13K 0.13% 114
2024
Q4 		$495K Buy
1,667
+7
+0.4% +$2.01K 0.14% 104
2024
Q3 		$450K Sell
1,660
-3
-0.2% -$747 0.13% 112
2024
Q2 		$385K Buy
1,663
+1
+0.1% +$232 0.12% 115
2024
Q1 		$378K Buy
1,662
+309
+23% +$64.1K 0.12% 117
2023
Q4 		$253K Sell
1,353
-183
-12% -$29.5K 0.09% 150
2023
Q3 		$229K Sell
1,536
-61
-4% -$9.98K 0.09% 140
2023
Q2 		$278K Buy
1,597
+241
+18% +$38.9K 0.11% 117
2023
Q1 		$224K Buy
+1,356
New +$225K 0.09% 128

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

Advus Financial Partners, LLC's AXP Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its American Express (AXP) stake by 1.1% in Q2 2026, buying an estimated $4.16K and bringing the position to 1,192 shares worth $403K. The position accounts for 0.09% of the portfolio, ranked #155.

Advus Financial Partners, LLC first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $508K in Q2 2025. 2,994 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Advus Financial Partners, LLC held 1,192 shares of American Express worth $403K as of Q2 2026.
  • Advus Financial Partners, LLC bought 13 American Express shares in Q2 2026, an estimated $4.16K.
  • American Express made up 0.09% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #155 holding.
  • Advus Financial Partners, LLC first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
  • Advus Financial Partners, LLC's American Express position peaked at $508K in Q2 2025.
  • 2,994 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.