Atlas Brown’s American Express AXP Stock Holding History

Atlas Brown’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	$1.42M	Buy	4,199 +3	+0.1%	+$961	0.38%	69
2026 Q1	$1.27M	Sell	4,196 -9	-0.2%	-$3.02K	0.38%	73
2025 Q4	$1.56M	Buy	4,205 +1	+0%	+$358	0.46%	57
2025 Q3	$1.4M	Sell	4,204 -58	-1%	-$18.4K	0.41%	62
2025 Q2	$1.36M	Sell	4,262 -10	-0.2%	-$2.81K	0.44%	64
2025 Q1	$1.15M	Buy	4,272 +16	+0.4%	+$4.73K	0.4%	70
2024 Q4	$1.26M	Buy	4,256 +7	+0.2%	+$2.01K	0.43%	66
2024 Q3	$1.15M	Sell	4,249 -166	-4%	-$41.3K	0.4%	70
2024 Q2	$1.02M	Buy	4,415 +10	+0.2%	+$2.32K	0.37%	74
2024 Q1	$1M	Buy	4,405 +40	+0.9%	+$8.29K	0.37%	81
2023 Q4	$818K	Hold	4,365	–	–	0.34%	85
2023 Q3	$651K	Buy	4,365 +1	+0%	+$164	0.3%	92
2023 Q2	$760K	Buy	4,364 +11	+0.3%	+$1.77K	0.33%	92
2023 Q1	$718K	Hold	4,353	–	–	0.33%	92
2022 Q4	$643K	Hold	4,353	–	–	0.32%	97
2022 Q3	$587K	Hold	4,353	–	–	0.3%	103
2022 Q2	$603K	Hold	4,353	–	–	0.29%	102
2022 Q1	$814K	Buy	4,353 +1	+0%	+$181	0.33%	88
2021 Q4	$712K	Hold	4,352	–	–	0.28%	109
2021 Q3	$729K	Buy	4,352 +125	+3%	+$20.9K	0.32%	95
2021 Q2	$698K	Hold	4,227	–	–	0.3%	98
2021 Q1	$598K	Hold	4,227	–	–	0.28%	103
2020 Q4	$511K	Hold	4,227	–	–	0.26%	105
2020 Q3	$424K	Buy	4,227 +1	+0%	+$98	0.25%	102
2020 Q2	$402K	Buy	4,226 +1,324	+46%	+$122K	0.26%	106
2020 Q1	$248K	Hold	2,902	–	–	0.19%	122
2019 Q4	$361K	Buy	2,902 +50	+2%	+$5.98K	0.23%	106
2019 Q3	$337K	Hold	2,852	–	–	0.24%	110
2019 Q2	$352K	Hold	2,852	–	–	0.24%	105
2019 Q1	$312K	Sell	2,852 -238	-8%	-$25K	0.22%	111
2018 Q4	$295K	Hold	3,090	–	–	0.23%	105
2018 Q3	$329K	Sell	3,090 -25	-0.8%	-$2.6K	0.2%	116
2018 Q2	$311K	Buy	3,115 +150	+5%	+$14.7K	0.07%	117
2018 Q1	$277K	Sell	2,965 -256	-8%	-$24.8K	0.05%	126
2017 Q4	$320K	Buy	3,221 +36	+1%	+$3.43K	0.06%	115
2017 Q3	$288K	Buy	3,185 +60	+2%	+$5.16K	0.06%	110
2017 Q2	$263K	Buy	+3,125	New	+$247K	0.23%	110
2013 Q3	–	Sell	-6,900	Closed	-$516K	–	76
2013 Q2	$516K	Buy	+6,900	New	+$491K	0.11%	77

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

Atlas Brown's AXP Position: Q2 2026 in Review

Atlas Brown increased its American Express (AXP) stake by 0.07% in Q2 2026, buying an estimated $961 and bringing the position to 4,199 shares worth $1.42M. The position accounts for 0.38% of the portfolio, ranked #69.

Atlas Brown first reported a position in AXP in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.56M in Q4 2025. 812 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Atlas Brown held 4,199 shares of American Express worth $1.42M as of Q2 2026.
Atlas Brown bought 3 American Express shares in Q2 2026, an estimated $961.
American Express made up 0.38% of Atlas Brown's portfolio in Q2 2026, its #69 holding.
Atlas Brown first reported a position in American Express in Q2 2013 and has held it in 38 quarters since.
Atlas Brown's American Express position peaked at $1.56M in Q4 2025.
812 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.