Banyan Capital Management’s American Express AXP Stock Holding History

Banyan 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	$3.51M	Sell	10,379 -321	-3%	-$103K	1.53%	20
2026 Q1	$3.24M	Sell	10,700 -1,551	-13%	-$520K	1.39%	22
2025 Q4	$4.53M	Sell	12,251 -80	-0.6%	-$28.6K	1.97%	18
2025 Q3	$4.1M	Sell	12,331 -1,099	-8%	-$350K	1.86%	17
2025 Q2	$4.28M	Sell	13,430 -16,714	-55%	-$4.7M	2.2%	17
2025 Q1	$8.11M	Sell	30,144 -3,026	-9%	-$894K	4.58%	14
2024 Q4	$9.84M	Sell	33,170 -1,788	-5%	-$514K	5.91%	10
2024 Q3	$9.48M	Sell	34,958 -838	-2%	-$209K	5.49%	10
2024 Q2	$8.29M	Sell	35,796 -11,754	-25%	-$2.72M	5.01%	10
2024 Q1	$10.8M	Sell	47,550 -15,569	-25%	-$3.23M	6.14%	8
2023 Q4	$11.8M	Sell	63,119 -140	-0.2%	-$22.5K	7.25%	7
2023 Q3	$9.44M	Sell	63,259 -334	-0.5%	-$54.6K	6.13%	8
2023 Q2	$11.1M	Sell	63,593 -319	-0.5%	-$51.5K	7.33%	7
2023 Q1	$10.5M	Sell	63,912 -797	-1%	-$132K	7.69%	7
2022 Q4	$9.56M	Sell	64,709 -205	-0.3%	-$30.4K	7.1%	7
2022 Q3	$8.76M	Hold	64,914	–	–	6.52%	8
2022 Q2	$9M	Sell	64,914 -16	-0%	-$2.64K	6.07%	7
2022 Q1	$12.1M	Sell	64,930 -459	-0.7%	-$82.9K	7.08%	7
2021 Q4	$10.7M	Sell	65,389 -869	-1%	-$148K	6.18%	7
2021 Q3	$11.1M	Sell	66,258 -480	-0.7%	-$80.3K	7.07%	5
2021 Q2	$11M	Sell	66,738 -39	-0.1%	-$6.11K	6.86%	6
2021 Q1	$9.45M	Sell	66,777 -623	-0.9%	-$82.3K	6.26%	8
2020 Q4	$8.15M	Sell	67,400 -24	-0%	-$2.66K	5.87%	8
2020 Q3	$6.76M	Sell	67,424 -600	-0.9%	-$59K	5.64%	9
2020 Q2	$6.47M	Buy	68,024 +230	+0.3%	+$21.2K	5.96%	8
2020 Q1	$5.8M	Buy	67,794 +10,657	+19%	+$1.24M	6.16%	7
2019 Q4	$7.11M	Sell	57,137 -232	-0.4%	-$27.7K	6.2%	9
2019 Q3	$6.79M	Sell	57,369 -2,830	-5%	-$347K	6.43%	9
2019 Q2	$7.43M	Buy	60,199 +500	+0.8%	+$58.7K	6.97%	7
2019 Q1	$6.53M	Buy	59,699 +245	+0.4%	+$25.7K	6.66%	7
2018 Q4	$5.67M	Buy	+59,454	New	+$6.22M	6.34%	8

Other funds holding AXP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RCWMU

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

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

Banyan Capital Management reduced its American Express (AXP) stake by 3% in Q2 2026, selling an estimated $103K and leaving 10,379 shares worth $3.51M. The position accounts for 1.53% of the portfolio, ranked #20.

Banyan Capital Management first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.1M in Q1 2022. 1,797 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Banyan Capital Management held 10,379 shares of American Express worth $3.51M as of Q2 2026.
Banyan Capital Management sold 321 American Express shares in Q2 2026, an estimated $103K.
American Express made up 1.53% of Banyan Capital Management's portfolio in Q2 2026, its #20 holding.
Banyan Capital Management first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
Banyan Capital Management's American Express position peaked at $12.1M in Q1 2022.
1,797 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Banyan Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.