AIS
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AM Investment Strategies’s American Express AXP Stock Holding History

AM Investment Strategies’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 		$276K Buy
815
+100
+14% +$32K 0.05% 94
2026
Q1 		$216K Hold
715
– – 0.05% 106
2025
Q4 		$265K Buy
715
+69
+11% +$24.7K 0.06% 99
2025
Q3 		$215K Sell
646
-12
-2% -$3.82K 0.05% 106
2025
Q2 		$209K Buy
+658
New +$185K 0.05% 101

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
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

AM Investment Strategies's AXP Position: Q2 2026 in Review

AM Investment Strategies increased its American Express (AXP) stake by 14% in Q2 2026, buying an estimated $32K and bringing the position to 815 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #94.

AM Investment Strategies first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • AM Investment Strategies held 815 shares of American Express worth $276K as of Q2 2026.
  • AM Investment Strategies bought 100 American Express shares in Q2 2026, an estimated $32K.
  • American Express made up 0.05% of AM Investment Strategies's portfolio in Q2 2026, its #94 holding.
  • AM Investment Strategies first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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