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Blue Trust Inc’s American Express AXP Stock Holding History

Blue Trust Inc’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 		$1.27M Sell
3,747
-75
-2% -$24K 0.01% 251
2026
Q1 		$1.16M Sell
3,822
-3,232
-46% -$1.08M 0.01% 262
2025
Q4 		$2.61M Sell
7,054
-826
-10% -$296K 0.03% 159
2025
Q3 		$2.62M Buy
7,880
+144
+2% +$45.8K 0.03% 156
2025
Q2 		$2.47M Buy
7,736
+402
+5% +$113K 0.03% 156
2025
Q1 		$1.97M Buy
7,334
+869
+13% +$257K 0.03% 160
2024
Q4 		$1.92M Sell
6,465
-1,432
-18% -$411K 0.02% 155
2024
Q3 		$1.83M Buy
7,897
+2,502
+46% +$623K 0.02% 161
2024
Q2 		$1.23M Buy
5,395
+1,151
+27% +$267K 0.02% 193
2024
Q1 		$966K Buy
4,244
+856
+25% +$177K 0.01% 175
2023
Q4 		$505K Sell
3,388
-66
-2% -$10.6K 0.01% 243
2023
Q3 		$601K Buy
3,454
+1,507
+77% +$246K 0.01% 223
2023
Q2 		$321K Sell
1,947
-3,425
-64% -$553K 0.01% 295
2023
Q1 		$794K Buy
5,372
+133
+3% +$22.1K 0.01% 214
2022
Q4 		$707K Buy
5,239
+2,372
+83% +$351K 0.01% 208
2022
Q3 		$398K Buy
2,867
+386
+16% +$58.4K 0.01% 234
2022
Q2 		$464K Buy
+2,481
New +$410K 0.01% 206

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
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
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

Blue Trust Inc's AXP Position: Q2 2026 in Review

Blue Trust Inc reduced its American Express (AXP) stake by 2% in Q2 2026, selling an estimated $24K and leaving 3,747 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #251.

Blue Trust Inc first reported a position in AXP in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.62M in Q3 2025. 812 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Blue Trust Inc held 3,747 shares of American Express worth $1.27M as of Q2 2026.
  • Blue Trust Inc sold 75 American Express shares in Q2 2026, an estimated $24K.
  • American Express made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #251 holding.
  • Blue Trust Inc first reported a position in American Express in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's American Express position peaked at $2.62M in Q3 2025.
  • 812 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.