Beaumont Asset Management’s American Express AXP Stock Holding History

Beaumont Asset 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	$1.87M	Sell	5,527 -6	-0.1%	-$1.92K	0.73%	29
2026 Q1	$1.67M	Buy	5,533 +735	+15%	+$246K	0.75%	28
2025 Q4	$1.78M	Sell	4,798 -86	-2%	-$30.8K	0.89%	25
2025 Q3	$1.62M	Buy	4,884 +46	+1%	+$14.6K	0.82%	24
2025 Q2	$1.54M	Buy	4,838 +4	+0.1%	+$1.13K	0.83%	23
2025 Q1	$1.3M	Buy	4,834 +13	+0.3%	+$3.84K	0.79%	26
2024 Q4	$1.43M	Sell	4,821 -84	-2%	-$24.1K	0.83%	22
2024 Q3	$1.33M	Buy	4,905 +94	+2%	+$23.4K	0.77%	25
2024 Q2	$1.11M	Buy	4,811 +51	+1%	+$11.8K	0.72%	29
2024 Q1	$1.08M	Buy	4,760 +472	+11%	+$97.9K	0.72%	28
2023 Q4	$803K	Buy	4,288 +24	+0.6%	+$3.86K	0.57%	37
2023 Q3	$636K	Sell	4,264 -5	-0.1%	-$818	0.52%	38
2023 Q2	$744K	Buy	4,269 +8	+0.2%	+$1.29K	0.56%	37
2023 Q1	$703K	Sell	4,261 -55	-1%	-$9.12K	0.52%	37
2022 Q4	$638K	Buy	4,316 +8	+0.2%	+$1.19K	0.47%	41
2022 Q3	$581K	Sell	4,308 -34	-0.8%	-$5.15K	0.46%	40
2022 Q2	$601K	Sell	4,342 -39	-0.9%	-$6.44K	0.45%	39
2022 Q1	$819K	Buy	4,381 +116	+3%	+$20.9K	0.55%	34
2021 Q4	$697K	Buy	4,265 +208	+5%	+$35.5K	0.46%	37
2021 Q3	$679K	Buy	4,057 +60	+2%	+$10K	0.51%	34
2021 Q2	$660K	Buy	3,997 +111	+3%	+$17.4K	0.51%	34
2021 Q1	$549K	Buy	3,886 +32	+0.8%	+$4.23K	0.46%	37
2020 Q4	$465K	Buy	3,854 +140	+4%	+$15.5K	0.42%	37
2020 Q3	$372K	Sell	3,714 -124	-3%	-$12.2K	0.37%	43
2020 Q2	$365K	Buy	+3,838	New	+$353K	0.38%	39

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

Beaumont Asset Management's AXP Position: Q2 2026 in Review

Beaumont Asset Management reduced its American Express (AXP) stake by 0.11% in Q2 2026, selling an estimated $1.92K and leaving 5,527 shares worth $1.87M. The position accounts for 0.73% of the portfolio, ranked #29.

Beaumont Asset Management first reported a position in AXP in Q2 2020 and has held it in 25 quarters since. 797 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Beaumont Asset Management held 5,527 shares of American Express worth $1.87M as of Q2 2026.
Beaumont Asset Management sold 6 American Express shares in Q2 2026, an estimated $1.92K.
American Express made up 0.73% of Beaumont Asset Management's portfolio in Q2 2026, its #29 holding.
Beaumont Asset Management first reported a position in American Express in Q2 2020 and has held it in 25 quarters since.
797 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.