Aspen Investment Management’s American Express AXP Stock Holding History

Aspen 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	$1.46M	Buy	4,329 +399	+10%	+$128K	0.39%	79
2026 Q1	$1.19M	Buy	3,930 +91	+2%	+$30.5K	0.36%	84
2025 Q4	$1.42M	Sell	3,839 -18	-0.5%	-$6.44K	0.43%	71
2025 Q3	$1.28M	Buy	3,857 +179	+5%	+$56.9K	0.5%	61
2025 Q2	$1.17M	Buy	3,678 +392	+12%	+$110K	0.49%	58
2025 Q1	$884K	Sell	3,286 -30	-0.9%	-$8.87K	0.41%	70
2024 Q4	$984K	Buy	3,316 +1	+0%	+$287	0.46%	62
2024 Q3	$899K	Hold	3,315	–	–	0.42%	69
2024 Q2	$768K	Sell	3,315 -40	-1%	-$9.26K	0.38%	75
2024 Q1	$764K	Buy	3,355 +34	+1%	+$7.05K	0.39%	77
2023 Q4	$622K	Buy	3,321 +1	+0%	+$161	0.35%	80
2023 Q3	$495K	Buy	3,320 +10	+0.3%	+$1.64K	0.3%	89
2023 Q2	$577K	Buy	3,310 +152	+5%	+$24.5K	0.34%	80
2023 Q1	$521K	Hold	3,158	–	–	0.33%	80
2022 Q4	$467K	Sell	3,158 -100	-3%	-$14.8K	0.31%	93
2022 Q3	$440K	Hold	3,258	–	–	0.29%	97
2022 Q2	$452K	Sell	3,258 -30	-0.9%	-$4.96K	0.28%	98
2022 Q1	$615K	Sell	3,288 -50	-1%	-$9.03K	0.32%	93
2021 Q4	$546K	Sell	3,338 -250	-7%	-$42.6K	0.27%	102
2021 Q3	$601K	Hold	3,588	–	–	0.32%	91
2021 Q2	$593K	Hold	3,588	–	–	0.31%	90
2021 Q1	$507K	Hold	3,588	–	–	0.28%	95
2020 Q4	$434K	Sell	3,588 -100	-3%	-$11.1K	0.26%	96
2020 Q3	$370K	Hold	3,688	–	–	0.25%	89
2020 Q2	$351K	Hold	3,688	–	–	0.25%	89
2020 Q1	$316K	Sell	3,688 -375	-9%	-$43.6K	0.27%	84
2019 Q4	$506K	Sell	4,063 -100	-2%	-$12K	0.32%	85
2019 Q3	$492K	Hold	4,163	–	–	0.33%	83
2019 Q2	$514K	Buy	4,163 +38	+0.9%	+$4.46K	0.34%	80
2019 Q1	$451K	Hold	4,125	–	–	0.31%	88
2018 Q4	$393K	Buy	4,125 +300	+8%	+$31.4K	0.32%	87
2018 Q3	$407K	Hold	3,825	–	–	0.27%	99
2018 Q2	$375K	Hold	3,825	–	–	0.26%	102
2018 Q1	$357K	Hold	3,825	–	–	0.26%	102
2017 Q4	$380K	Hold	3,825	–	–	0.27%	103
2017 Q3	$346K	Hold	3,825	–	–	0.26%	101
2017 Q2	$322K	Hold	3,825	–	–	0.24%	101
2017 Q1	$303K	Hold	3,825	–	–	0.22%	107
2016 Q4	$283K	Hold	3,825	–	–	0.21%	106
2016 Q3	$245K	Hold	3,825	–	–	0.19%	109
2016 Q2	$232K	Sell	3,825 -120	-3%	-$7.6K	0.19%	113
2016 Q1	$242K	Hold	3,945	–	–	0.22%	102
2015 Q4	$274K	Sell	3,945 -60	-1%	-$4.37K	0.27%	96
2015 Q3	$297K	Sell	4,005 -605	-13%	-$46.5K	0.29%	86
2015 Q2	$358K	Sell	4,610 -1,151	-20%	-$91.3K	0.3%	80
2015 Q1	$450K	Buy	5,761 +160	+3%	+$13.3K	0.36%	70
2014 Q4	$521K	Hold	5,601	–	–	0.44%	61
2014 Q3	$490K	Sell	5,601 -3,470	-38%	-$312K	0.41%	63
2014 Q2	$861K	Sell	9,071 -1,225	-12%	-$110K	0.53%	62
2014 Q1	$927K	Hold	10,296	–	–	0.59%	56
2013 Q4	$934K	Buy	10,296 +5	+0%	+$411	0.62%	57
2013 Q3	$777K	Hold	10,291	–	–	0.55%	61
2013 Q2	$769K	Buy	+10,291	New	+$732K	0.52%	59

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

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

Aspen Investment Management increased its American Express (AXP) stake by 10% in Q2 2026, buying an estimated $128K and bringing the position to 4,329 shares worth $1.46M. The position accounts for 0.39% of the portfolio, ranked #79.

Aspen Investment Management first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. 820 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Aspen Investment Management held 4,329 shares of American Express worth $1.46M as of Q2 2026.
Aspen Investment Management bought 399 American Express shares in Q2 2026, an estimated $128K.
American Express made up 0.39% of Aspen Investment Management's portfolio in Q2 2026, its #79 holding.
Aspen Investment Management first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
820 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.