Alhambra Investment Management’s American Express AXP Stock Holding History

Alhambra 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	$1.3M	Sell	3,839 -152	-4%	-$48.7K	0.57%	41
2026 Q1	$1.21M	Buy	3,991 +18	+0.5%	+$6.04K	0.56%	48
2025 Q4	$1.47M	Buy	3,973 +231	+6%	+$82.7K	0.68%	33
2025 Q3	$1.24M	Sell	3,742 -533	-12%	-$170K	0.59%	42
2025 Q2	$1.36M	Buy	4,275 +424	+11%	+$119K	0.68%	37
2025 Q1	$1.04M	Sell	3,851 -139	-3%	-$41.1K	0.53%	43
2024 Q4	$1.18M	Hold	3,990	–	–	0.61%	36
2024 Q3	$1.08M	Sell	3,990 -25	-0.6%	-$6.22K	0.56%	42
2024 Q2	$930K	Sell	4,015 -150	-4%	-$34.7K	0.51%	44
2024 Q1	$948K	Sell	4,165 -90	-2%	-$18.7K	0.52%	47
2023 Q4	$797K	Sell	4,255 -100	-2%	-$16.1K	0.47%	55
2023 Q3	$650K	Hold	4,355	–	–	0.43%	69
2023 Q2	$759K	Sell	4,355 -63	-1%	-$10.2K	0.5%	53
2023 Q1	$729K	Hold	4,418	–	–	0.5%	61
2022 Q4	$653K	Hold	4,418	–	–	0.48%	62
2022 Q3	$596K	Hold	4,418	–	–	0.45%	64
2022 Q2	$612K	Hold	4,418	–	–	0.44%	66
2022 Q1	$826K	Hold	4,418	–	–	0.55%	48
2021 Q4	$723K	Sell	4,418 -410	-8%	-$69.9K	0.51%	61
2021 Q3	$809K	Hold	4,828	–	–	0.62%	49
2021 Q2	$798K	Hold	4,828	–	–	0.6%	47
2021 Q1	$683K	Sell	4,828 -650	-12%	-$85.9K	0.55%	51
2020 Q4	$662K	Hold	5,478	–	–	0.71%	44
2020 Q3	$549K	Hold	5,478	–	–	0.66%	46
2020 Q2	$522K	Hold	5,478	–	–	0.69%	39
2020 Q1	$469K	Sell	5,478 -600	-10%	-$69.8K	0.77%	31
2019 Q4	$757K	Buy	+6,078	New	+$726K	0.87%	30

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Alhambra Investment Management's AXP Position: Q2 2026 in Review

Alhambra Investment Management reduced its American Express (AXP) stake by 3.8% in Q2 2026, selling an estimated $48.7K and leaving 3,839 shares worth $1.3M. The position accounts for 0.57% of the portfolio, ranked #41.

Alhambra Investment Management first reported a position in AXP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.47M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Alhambra Investment Management held 3,839 shares of American Express worth $1.3M as of Q2 2026.
Alhambra Investment Management sold 152 American Express shares in Q2 2026, an estimated $48.7K.
American Express made up 0.57% of Alhambra Investment Management's portfolio in Q2 2026, its #41 holding.
Alhambra Investment Management first reported a position in American Express in Q4 2019 and has held it in 27 quarters since.
Alhambra Investment Management's American Express position peaked at $1.47M in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.