Blue Square Asset Management’s American Express AXP Stock Holding History

Blue Square 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	$419K	Hold	1,240	–	–	0.17%	48
2026 Q1	$375K	Hold	1,240	–	–	0.18%	48
2025 Q4	$459K	Hold	1,240	–	–	0.2%	49
2025 Q3	$412K	Hold	1,240	–	–	0.18%	53
2025 Q2	$396K	Hold	1,240	–	–	0.19%	52
2025 Q1	$334K	Hold	1,240	–	–	0.18%	49
2024 Q4	$368K	Hold	1,240	–	–	0.18%	53
2024 Q3	$336K	Hold	1,240	–	–	0.18%	57
2024 Q2	$287K	Hold	1,240	–	–	0.17%	61
2024 Q1	$282K	Hold	1,240	–	–	0.19%	62
2023 Q4	$232K	Buy	+1,240	New	+$200K	0.15%	73
2023 Q3	–	Sell	-1,240	Closed	-$216K	–	75
2023 Q2	$216K	Hold	1,240	–	–	0.15%	81
2023 Q1	$205K	Buy	+1,240	New	+$206K	0.13%	76
2022 Q2	–	Sell	-1,240	Closed	-$232K	–	49
2022 Q1	$232K	Hold	1,240	–	–	0.19%	59
2021 Q4	$203K	Hold	1,240	–	–	0.13%	80
2021 Q3	$208K	Hold	1,240	–	–	0.13%	80
2021 Q2	$205K	Buy	+1,240	New	+$194K	0.13%	79
2020 Q3	–	Sell	-1,240	Closed	-$118K	–	88
2020 Q2	$118K	Buy	+1,240	New	+$114K	0.08%	89

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

Blue Square Asset Management's AXP Position: Q2 2026 in Review

Blue Square Asset Management held its American Express (AXP) position steady in Q2 2026 at 1,240 shares worth $419K. The position accounts for 0.17% of the portfolio, ranked #48.

Blue Square Asset Management first reported a position in AXP in Q2 2020 and has held it in 18 quarters since. The position peaked at $459K in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Blue Square Asset Management held 1,240 shares of American Express worth $419K as of Q2 2026.
Blue Square Asset Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.17% of Blue Square Asset Management's portfolio in Q2 2026, its #48 holding.
Blue Square Asset Management first reported a position in American Express in Q2 2020 and has held it in 18 quarters since.
Blue Square Asset Management's American Express position peaked at $459K in Q4 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Blue Square Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.