Bear Mountain Capital’s American Express AXP Stock Holding History

Bear Mountain Capital’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	$4.29K	Hold	12	–	–	﹤0.01%	108
2026 Q1	$3.82K	Buy	12 +1	+9%	+$335	﹤0.01%	115
2025 Q4	$3.97K	Sell	11 -3	-21%	-$1.07K	﹤0.01%	119
2025 Q3	$4.83K	Buy	14 +4	+40%	+$1.27K	﹤0.01%	128
2025 Q2	$3.11K	Sell	10 -6	-38%	-$1.69K	﹤0.01%	128
2025 Q1	$4.28K	Buy	16 +6	+60%	+$1.77K	﹤0.01%	126
2024 Q4	$3.26K	Buy	+10	New	+$2.87K	﹤0.01%	116

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Bear Mountain Capital's AXP Position: Q2 2026 in Review

Bear Mountain Capital held its American Express (AXP) position steady in Q2 2026 at 12 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #108.

Bear Mountain Capital first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.83K in Q3 2025. 1,244 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Bear Mountain Capital held 12 shares of American Express worth $4.29K as of Q2 2026.
Bear Mountain Capital left its American Express share count unchanged in Q2 2026.
American Express made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #108 holding.
Bear Mountain Capital first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Bear Mountain Capital's American Express position peaked at $4.83K in Q3 2025.
1,244 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.