YIM
AXP icon

Yoffe Investment Management’s American Express AXP Stock Holding History

Yoffe Investment Management’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 		$947K Hold
2,800
– – 1.08% 26
2026
Q1 		$847K Hold
2,800
– – 1.09% 26
2025
Q4 		$1.04M Sell
2,800
-4
-0.1% -$1.43K 1.32% 20
2025
Q3 		$931K Hold
2,804
– – 1.21% 21
2025
Q2 		$894K Hold
2,804
– – 1.22% 21
2025
Q1 		$754K Hold
2,804
– – 1.11% 26
2024
Q4 		$832K Buy
+2,804
New +$806K 1.24% 19

Other funds holding AXP

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
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
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return