Aspect Partners’s American Express AXP Stock Holding History

Aspect Partners’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	$21.6K	Sell	64 -1	-2%	-$320	0.01%	195
2026 Q1	$19.7K	Buy	65 +43	+195%	+$14.4K	0.01%	189
2025 Q4	$8.14K	Buy	22 +6	+38%	+$2.15K	﹤0.01%	305
2025 Q3	$5.32K	Buy	16 +7	+78%	+$2.23K	﹤0.01%	408
2025 Q2	$2.87K	Hold	9	–	–	﹤0.01%	437
2025 Q1	$2.42K	Hold	9	–	–	﹤0.01%	429
2024 Q4	$2.67K	Hold	9	–	–	﹤0.01%	450
2024 Q3	$2.44K	Hold	9	–	–	﹤0.01%	428
2024 Q2	$2.08K	Hold	9	–	–	﹤0.01%	461
2024 Q1	$2.05K	Sell	9 -6	-40%	-$1.24K	﹤0.01%	451
2023 Q4	$2.81K	Buy	+15	New	+$2.42K	﹤0.01%	401

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

Aspect Partners's AXP Position: Q2 2026 in Review

Aspect Partners reduced its American Express (AXP) stake by 1.5% in Q2 2026, selling an estimated $320 and leaving 64 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #195.

Aspect Partners first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Aspect Partners held 64 shares of American Express worth $21.6K as of Q2 2026.
Aspect Partners sold 1 American Express share in Q2 2026, an estimated $320.
American Express made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #195 holding.
Aspect Partners first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.