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Berkshire Bank’s American Express AXP Stock Holding History

Berkshire 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 		$2.29M Sell
6,761
-429
-6% -$137K 0.44% 48
2026
Q1 		$2.17M Buy
7,190
+734
+11% +$246K 0.45% 47
2025
Q4 		$2.39M Sell
6,456
-1,194
-16% -$427K 0.48% 44
2025
Q3 		$2.54M Sell
7,650
-435
-5% -$138K 0.55% 41
2025
Q2 		$2.58M Sell
8,085
-174
-2% -$49K 0.59% 43
2025
Q1 		$2.22M Sell
8,259
-145
-2% -$42.9K 0.54% 45
2024
Q4 		$2.49M Sell
8,404
-89
-1% -$25.6K 0.58% 42
2024
Q3 		$2.3M Buy
8,493
+37
+0.4% +$9.21K 0.54% 42
2024
Q2 		$1.96M Sell
8,456
-734
-8% -$170K 0.49% 44
2024
Q1 		$2.09M Sell
9,190
-346
-4% -$71.7K 0.52% 44
2023
Q4 		$1.79M Buy
9,536
+126
+1% +$20.3K 0.47% 50
2023
Q3 		$1.4M Sell
9,410
-36
-0.4% -$5.89K 0.4% 56
2023
Q2 		$1.65M Buy
9,446
+81
+0.9% +$13.1K 0.45% 54
2023
Q1 		$1.54M Sell
9,365
-273
-3% -$45.3K 0.46% 51
2022
Q4 		$1.42M Sell
9,638
-258
-3% -$38.2K 0.44% 52
2022
Q3 		$1.34M Buy
9,896
+634
+7% +$96K 0.41% 56
2022
Q2 		$1.28M Buy
9,262
+709
+8% +$117K 0.37% 58
2022
Q1 		$1.6M Buy
8,553
+1,225
+17% +$221K 0.38% 57
2021
Q4 		$1.2M Buy
7,328
+614
+9% +$105K 0.27% 63
2021
Q3 		$1.13M Buy
6,714
+221
+3% +$37K 0.27% 69
2021
Q2 		$1.07M Buy
6,493
+74
+1% +$11.6K 0.26% 71
2021
Q1 		$908K Sell
6,419
-70
-1% -$9.25K 0.23% 70
2020
Q4 		$785K Sell
6,489
-268
-4% -$29.7K 0.2% 74
2020
Q3 		$678K Buy
+6,757
New +$665K 0.18% 81

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
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

Berkshire Bank's AXP Position: Q2 2026 in Review

Berkshire Bank reduced its American Express (AXP) stake by 6% in Q2 2026, selling an estimated $137K and leaving 6,761 shares worth $2.29M. The position accounts for 0.44% of the portfolio, ranked #48.

Berkshire Bank first reported a position in AXP in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.58M in Q2 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Berkshire Bank held 6,761 shares of American Express worth $2.29M as of Q2 2026.
  • Berkshire Bank sold 429 American Express shares in Q2 2026, an estimated $137K.
  • American Express made up 0.44% of Berkshire Bank's portfolio in Q2 2026, its #48 holding.
  • Berkshire Bank first reported a position in American Express in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's American Express position peaked at $2.58M in Q2 2025.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.