Bell Bank’s American Express AXP Stock Holding History

Bell Bank’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	$1.23M	Buy	3,648 +60	+2%	+$19.2K	0.05%	95
2026 Q1	$1.09M	Buy	3,588 +5	+0.1%	+$1.68K	0.05%	92
2025 Q4	$1.33M	Buy	3,583 +250	+8%	+$89.5K	0.06%	90
2025 Q3	$1.11M	Hold	3,333	–	–	0.05%	100
2025 Q2	$1.06M	Hold	3,333	–	–	0.05%	99
2025 Q1	$897K	Hold	3,333	–	–	0.05%	102
2024 Q4	$989K	Sell	3,333 -5	-0.1%	-$1.44K	0.07%	100
2024 Q3	$905K	Buy	3,338 +11	+0.3%	+$2.74K	0.11%	97
2024 Q2	$770K	Hold	3,327	–	–	0.06%	107
2024 Q1	$758K	Buy	+3,327	New	+$690K	0.07%	114

Other funds holding AXP

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

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Bell Bank's AXP Position: Q2 2026 in Review

Bell Bank increased its American Express (AXP) stake by 1.7% in Q2 2026, buying an estimated $19.2K and bringing the position to 3,648 shares worth $1.23M. The position accounts for 0.05% of the portfolio, ranked #95.

Bell Bank first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.33M in Q4 2025. 531 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Bell Bank held 3,648 shares of American Express worth $1.23M as of Q2 2026.
Bell Bank bought 60 American Express shares in Q2 2026, an estimated $19.2K.
American Express made up 0.05% of Bell Bank's portfolio in Q2 2026, its #95 holding.
Bell Bank first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
Bell Bank's American Express position peaked at $1.33M in Q4 2025.
531 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.