Aurdan Capital Management’s American Express AXP Stock Holding History

Aurdan Capital 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	$338K	Sell	1,000 -10	-1%	-$3.2K	0.09%	78
2026 Q1	$306K	Buy	1,010 +10	+1%	+$3.35K	0.09%	76
2025 Q4	$370K	Hold	1,000	–	–	0.11%	70
2025 Q3	$332K	Hold	1,000	–	–	0.11%	74
2025 Q2	$319K	Hold	1,000	–	–	0.11%	75
2025 Q1	$269K	Hold	1,000	–	–	0.1%	76
2024 Q4	$297K	Buy	+1,000	New	+$287K	0.11%	72

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Aurdan Capital Management's AXP Position: Q2 2026 in Review

Aurdan Capital Management reduced its American Express (AXP) stake by 0.99% in Q2 2026, selling an estimated $3.2K and leaving 1,000 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #78.

Aurdan Capital Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $370K in Q4 2025. 1,408 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Aurdan Capital Management held 1,000 shares of American Express worth $338K as of Q2 2026.
Aurdan Capital Management sold 10 American Express shares in Q2 2026, an estimated $3.2K.
American Express made up 0.09% of Aurdan Capital Management's portfolio in Q2 2026, its #78 holding.
Aurdan Capital Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Aurdan Capital Management's American Express position peaked at $370K in Q4 2025.
1,408 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Aurdan Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.