Arlington Trust’s American Express AXP Stock Holding History

Arlington Trust’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	$205K	Buy	607 +43	+8%	+$13.8K	0.02%	114
2026 Q1	$171K	Buy	564 +30	+6%	+$10.1K	0.02%	110
2025 Q4	$198K	Sell	534 -534	-50%	-$191K	0.02%	89
2025 Q3	$355K	Hold	1,068	–	–	0.06%	126
2025 Q2	$341K	Sell	1,068 -23	-2%	-$6.47K	0.07%	123
2025 Q1	$294K	Hold	1,091	–	–	0.06%	136
2024 Q4	$324K	Buy	1,091 +458	+72%	+$132K	0.07%	127
2024 Q3	$172K	Hold	633	–	–	0.04%	186
2024 Q2	$147K	Hold	633	–	–	0.03%	192
2024 Q1	$144K	Sell	633 -16	-2%	-$3.32K	0.04%	174
2023 Q4	$122K	Buy	+649	New	+$104K	0.03%	199

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 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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Arlington Trust's AXP Position: Q2 2026 in Review

Arlington Trust increased its American Express (AXP) stake by 7.6% in Q2 2026, buying an estimated $13.8K and bringing the position to 607 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #114.

Arlington Trust first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $355K in Q3 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Arlington Trust held 607 shares of American Express worth $205K as of Q2 2026.
Arlington Trust bought 43 American Express shares in Q2 2026, an estimated $13.8K.
American Express made up 0.02% of Arlington Trust's portfolio in Q2 2026, its #114 holding.
Arlington Trust first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Arlington Trust's American Express position peaked at $355K in Q3 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.