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YHB Investment Advisors’s American Express AXP Stock Holding History

YHB Investment 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 		$2.05M Buy
6,067
+139
+2% +$44.5K 0.13% 124
2026
Q1 		$1.79M Buy
5,928
+11
+0.2% +$3.69K 0.13% 130
2025
Q4 		$2.19M Sell
5,917
-43
-0.7% -$15.4K 0.15% 118
2025
Q3 		$1.98M Sell
5,960
-18
-0.3% -$5.72K 0.14% 121
2025
Q2 		$1.91M Buy
5,978
+11
+0.2% +$3.1K 0.15% 126
2025
Q1 		$1.61M Buy
5,967
+6
+0.1% +$1.77K 0.13% 134
2024
Q4 		$1.77M Sell
5,961
-125
-2% -$35.9K 0.15% 125
2024
Q3 		$1.65M Buy
6,086
+125
+2% +$31.1K 0.14% 134
2024
Q2 		$1.38M Buy
5,961
+20
+0.3% +$4.63K 0.12% 137
2024
Q1 		$1.35M Hold
5,941
– – 0.12% 135
2023
Q4 		$1.11M Sell
5,941
-1,296
-18% -$209K 0.11% 139
2023
Q3 		$1.08M Sell
7,237
-50
-0.7% -$8.18K 0.1% 144
2023
Q2 		$1.27M Buy
7,287
+75
+1% +$12.1K 0.12% 140
2023
Q1 		$1.19M Buy
7,212
+100
+1% +$16.6K 0.12% 138
2022
Q4 		$1.05M Hold
7,112
– – 0.11% 139
2022
Q3 		$959K Sell
7,112
-100
-1% -$15.1K 0.11% 142
2022
Q2 		$1M Hold
7,212
– – 0.11% 146
2022
Q1 		$1.35M Buy
7,212
+30
+0.4% +$5.42K 0.12% 141
2021
Q4 		$1.18M Sell
7,182
-108
-1% -$18.4K 0.09% 160
2021
Q3 		$1.22M Buy
7,290
+20
+0.3% +$3.34K 0.11% 156
2021
Q2 		$1.2M Sell
7,270
-25
-0.3% -$3.92K 0.1% 158
2021
Q1 		$1.09M Sell
7,295
-25
-0.3% -$3.3K 0.09% 161
2020
Q4 		$885K Sell
7,320
-30
-0.4% -$3.32K 0.08% 166
2020
Q3 		$737K Sell
7,350
-750
-9% -$73.8K 0.08% 171
2020
Q2 		$771K Sell
8,100
-200
-2% -$18.4K 0.11% 115
2020
Q1 		$711K Buy
8,300
+48
+0.6% +$5.58K 0.12% 114
2019
Q4 		$1.03M Sell
8,252
-15
-0.2% -$1.79K 0.15% 109
2019
Q3 		$978K Buy
8,267
+125
+2% +$15.3K 0.15% 110
2019
Q2 		$1M Buy
8,142
+25
+0.3% +$2.94K 0.16% 111
2019
Q1 		$887K Sell
8,117
-150
-2% -$15.8K 0.14% 121
2018
Q4 		$788K Sell
8,267
-525
-6% -$54.9K 0.14% 118
2018
Q3 		$936K Sell
8,792
-2,425
-22% -$252K 0.14% 120
2018
Q2 		$1.1M Sell
11,217
-140
-1% -$13.8K 0.18% 112
2018
Q1 		$1.06M Sell
11,357
-110
-1% -$10.7K 0.18% 110
2017
Q4 		$1.14M Sell
11,467
-1,135
-9% -$108K 0.19% 105
2017
Q3 		$1.14M Sell
12,602
-775
-6% -$66.6K 0.2% 105
2017
Q2 		$1.13M Buy
13,377
+200
+2% +$15.8K 0.19% 104
2017
Q1 		$1.04M Sell
13,177
-160
-1% -$12.5K 0.2% 102
2016
Q4 		$988K Hold
13,337
– – 0.21% 104
2016
Q3 		$854K Sell
13,337
-981
-7% -$63K 0.21% 103
2016
Q2 		$870K Buy
14,318
+341
+2% +$21.6K 0.19% 104
2016
Q1 		$858K Sell
13,977
-800
-5% -$46.5K 0.23% 94
2015
Q4 		$1.03M Sell
14,777
-1,055
-7% -$76.8K 0.23% 98
2015
Q3 		$1.17M Buy
15,832
+2,203
+16% +$169K 0.28% 94
2015
Q2 		$1.06M Buy
13,629
+325
+2% +$25.8K 0.23% 102
2015
Q1 		$1.04M Sell
13,304
-652
-5% -$54.2K 0.23% 99
2014
Q4 		$1.3M Buy
13,956
+122
+0.9% +$10.9K 0.3% 91
2014
Q3 		$1.21M Buy
13,834
+340
+3% +$30.6K 0.29% 89
2014
Q2 		$1.28M Buy
13,494
+440
+3% +$39.7K 0.31% 87
2014
Q1 		$1.18M Buy
13,054
+139
+1% +$12.4K 0.3% 90
2013
Q4 		$1.17M Buy
12,915
+104
+0.8% +$8.54K 0.31% 89
2013
Q3 		$967K Buy
12,811
+75
+0.6% +$5.64K 0.29% 93
2013
Q2 		$952K Buy
+12,736
New +$906K 0.3% 95

Other funds holding AXP

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
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

YHB Investment Advisors's AXP Position: Q2 2026 in Review

YHB Investment Advisors increased its American Express (AXP) stake by 2.3% in Q2 2026, buying an estimated $44.5K and bringing the position to 6,067 shares worth $2.05M. The position accounts for 0.13% of the portfolio, ranked #124.

YHB Investment Advisors first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.19M in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • YHB Investment Advisors held 6,067 shares of American Express worth $2.05M as of Q2 2026.
  • YHB Investment Advisors bought 139 American Express shares in Q2 2026, an estimated $44.5K.
  • American Express made up 0.13% of YHB Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • YHB Investment Advisors first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's American Express position peaked at $2.19M in Q4 2025.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.