ACG
AXP icon

Allen Capital Group’s American Express AXP Stock Holding History

Allen Capital 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 		$335K Buy
989
+71
+8% +$22.7K 0.03% 236
2026
Q1 		$278K Buy
918
+17
+2% +$5.7K 0.02% 234
2025
Q4 		$333K Buy
901
+67
+8% +$24K 0.03% 222
2025
Q3 		$277K Buy
834
+23
+3% +$7.32K 0.03% 232
2025
Q2 		$259K Buy
811
+58
+8% +$16.3K 0.03% 237
2025
Q1 		$203K Buy
+753
New +$223K 0.02% 237
2021
Q3 		– Sell
-1,431
Closed -$236K – 162
2021
Q2 		$236K Sell
1,431
-9
-0.6% -$1.41K 0.05% 134
2021
Q1 		$204K Buy
+1,440
New +$190K 0.04% 144
2020
Q2 		– Sell
-2,669
Closed -$228K – 131
2020
Q1 		$228K Sell
2,669
-3,238
-55% -$377K 0.07% 114
2019
Q4 		$735K Buy
5,907
+200
+4% +$23.9K 0.19% 83
2019
Q3 		$650K Buy
5,707
+218
+4% +$26.7K 0.2% 80
2019
Q2 		$678K Buy
5,489
+279
+5% +$32.8K 0.22% 76
2019
Q1 		$569K Sell
5,210
-687
-12% -$72.2K 0.19% 79
2018
Q4 		$593K Sell
5,897
-40
-0.7% -$4.18K 0.21% 76
2018
Q3 		$632K Sell
5,937
-113
-2% -$11.8K 0.21% 76
2018
Q2 		$593K Hold
6,050
– – 0.22% 70
2018
Q1 		$564K Buy
6,050
+556
+10% +$53.9K 0.22% 66
2017
Q4 		$546K Buy
+5,494
New +$523K 0.24% 65

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Allen Capital Group's AXP Position: Q2 2026 in Review

Allen Capital Group increased its American Express (AXP) stake by 7.7% in Q2 2026, buying an estimated $22.7K and bringing the position to 989 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #236.

Allen Capital Group first reported a position in AXP in Q4 2017 and has held it in 18 quarters since. The position peaked at $735K in Q4 2019. 1,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Allen Capital Group held 989 shares of American Express worth $335K as of Q2 2026.
  • Allen Capital Group bought 71 American Express shares in Q2 2026, an estimated $22.7K.
  • American Express made up 0.03% of Allen Capital Group's portfolio in Q2 2026, its #236 holding.
  • Allen Capital Group first reported a position in American Express in Q4 2017 and has held it in 18 quarters since.
  • Allen Capital Group's American Express position peaked at $735K in Q4 2019.
  • 1,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.