Atwater Malick’s American Express AXP Stock Holding History

Atwater Malick’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	$271K	Buy	801 +78	+11%	+$25K	0.06%	103
2026 Q1	$219K	Hold	723	–	–	0.06%	91
2025 Q4	$267K	Sell	723 -33	-4%	-$11.8K	0.07%	74
2025 Q3	$251K	Buy	756 +14	+2%	+$4.45K	0.07%	75
2025 Q2	$237K	Buy	+742	New	+$209K	0.08%	76

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Atwater Malick's AXP Position: Q2 2026 in Review

Atwater Malick increased its American Express (AXP) stake by 11% in Q2 2026, buying an estimated $25K and bringing the position to 801 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #103.

Atwater Malick first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. 1,314 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Atwater Malick held 801 shares of American Express worth $271K as of Q2 2026.
Atwater Malick bought 78 American Express shares in Q2 2026, an estimated $25K.
American Express made up 0.06% of Atwater Malick's portfolio in Q2 2026, its #103 holding.
Atwater Malick first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
1,314 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.