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Albion Financial Group’s American Express AXP Stock Holding History

Albion Financial Group’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 		$249K Buy
736
+147
+25% +$47.1K 0.01% 176
2026
Q1 		$178K Buy
589
+481
+445% +$161K 0.01% 180
2025
Q4 		$40K Buy
108
+19
+21% +$6.8K ﹤0.01% 273
2025
Q3 		$29.6K Hold
89
– – ﹤0.01% 305
2025
Q2 		$28.4K Hold
89
– – ﹤0.01% 276
2025
Q1 		$23.9K Sell
89
-103
-54% -$30.4K ﹤0.01% 297
2024
Q4 		$57K Buy
192
+89
+86% +$25.6K ﹤0.01% 245
2024
Q3 		$27.9K Hold
103
– – ﹤0.01% 269
2024
Q2 		$23.9K Hold
103
– – ﹤0.01% 282
2024
Q1 		$23.5K Buy
103
+3
+3% +$622 ﹤0.01% 268
2023
Q4 		$18.7K Sell
100
-51
-34% -$8.21K ﹤0.01% 276
2023
Q3 		$22.5K Buy
+151
New +$24.7K ﹤0.01% 255
2021
Q4 		– Sell
-9
Closed -$2K – 613
2021
Q3 		$2K Sell
9
-55
-86% -$9.2K ﹤0.01% 452
2021
Q2 		$11K Buy
+64
New +$10K ﹤0.01% 368
2020
Q4 		$8K Buy
+64
New +$7.09K ﹤0.01% 362

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

Albion Financial Group's AXP Position: Q2 2026 in Review

Albion Financial Group increased its American Express (AXP) stake by 25% in Q2 2026, buying an estimated $47.1K and bringing the position to 736 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #176.

Albion Financial Group first reported a position in AXP in Q4 2020 and has held it in 15 quarters since. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Albion Financial Group held 736 shares of American Express worth $249K as of Q2 2026.
  • Albion Financial Group bought 147 American Express shares in Q2 2026, an estimated $47.1K.
  • American Express made up 0.01% of Albion Financial Group's portfolio in Q2 2026, its #176 holding.
  • Albion Financial Group first reported a position in American Express in Q4 2020 and has held it in 15 quarters since.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.