Boltwood Capital Management’s American Express AXP Stock Holding History

Boltwood Capital 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	$2.39M	Sell	7,070 -30	-0.4%	-$9.61K	0.55%	45
2026 Q1	$2.15M	Sell	7,100 -35	-0.5%	-$11.7K	0.55%	47
2025 Q4	$2.64M	Sell	7,135 -98	-1%	-$35.1K	0.69%	40
2025 Q3	$2.4M	Sell	7,233 -10	-0.1%	-$3.18K	0.64%	42
2025 Q2	$2.31M	Sell	7,243 -55	-0.8%	-$15.5K	0.66%	42
2025 Q1	$1.96M	Sell	7,298 -45	-0.6%	-$13.3K	0.6%	46
2024 Q4	$2.18M	Sell	7,343 -59	-0.8%	-$17K	0.66%	41
2024 Q3	$2.01M	Sell	7,402 -50	-0.7%	-$12.4K	0.59%	47
2024 Q2	$1.73M	Sell	7,452 -508	-6%	-$118K	0.54%	54
2024 Q1	$1.81M	Sell	7,960 -90	-1%	-$18.7K	0.56%	52
2023 Q4	$1.51M	Sell	8,050 -185	-2%	-$29.8K	0.5%	55
2023 Q3	$1.23M	Sell	8,235 -90	-1%	-$14.7K	0.46%	57
2023 Q2	$1.45M	Sell	8,325 -55	-0.7%	-$8.87K	0.52%	53
2023 Q1	$1.38M	Buy	8,380 +190	+2%	+$31.5K	0.52%	50
2022 Q4	$1.21M	Sell	8,190 -75	-0.9%	-$11.1K	0.49%	54
2022 Q3	$1.11M	Sell	8,265 -50	-0.6%	-$7.57K	0.51%	56
2022 Q2	$1.15M	Sell	8,315 -177	-2%	-$29.2K	0.5%	59
2022 Q1	$1.59M	Sell	8,492 -409	-5%	-$73.9K	0.61%	49
2021 Q4	$1.46M	Sell	8,901 -50	-0.6%	-$8.53K	0.54%	59
2021 Q3	$1.5M	Hold	8,951	–	–	0.6%	52
2021 Q2	$1.48M	Hold	8,951	–	–	0.61%	55
2021 Q1	$1.27M	Sell	8,951 -572	-6%	-$75.6K	0.56%	58
2020 Q4	$1.15M	Sell	9,523 -50	-0.5%	-$5.54K	0.56%	58
2020 Q3	$960K	Sell	9,573 -50	-0.5%	-$4.92K	0.54%	61
2020 Q2	$916K	Sell	9,623 -2,760	-22%	-$254K	0.55%	57
2020 Q1	$1.06M	Sell	12,383 -3,284	-21%	-$382K	0.75%	45
2019 Q4	$1.95M	Sell	15,667 -350	-2%	-$41.8K	1.09%	30
2019 Q3	$1.89M	Sell	16,017 -5,487	-26%	-$673K	1.19%	30
2019 Q2	$2.65M	Sell	21,504 -140	-0.6%	-$16.4K	1.69%	17
2019 Q1	$2.37M	Sell	21,644 -487	-2%	-$51.2K	1.54%	20
2018 Q4	$2.11M	Sell	22,131 -312	-1%	-$32.6K	1.44%	22
2018 Q3	$2.39M	Sell	22,443 -205	-0.9%	-$21.3K	1.42%	18
2018 Q2	$2.22M	Sell	22,648 -445	-2%	-$43.7K	1.45%	19
2018 Q1	$2.15M	Sell	23,093 -503	-2%	-$48.7K	1.47%	19
2017 Q4	$2.34M	Sell	23,596 -145	-0.6%	-$13.8K	1.43%	17
2017 Q3	$2.15M	Sell	23,741 -150	-0.6%	-$12.9K	1.39%	17
2017 Q2	$2.01M	Sell	23,891 -1,925	-7%	-$152K	1.36%	16
2017 Q1	$2.04M	Buy	25,816 +1,150	+5%	+$89.9K	1.43%	18
2016 Q4	$1.83M	Sell	24,666 -100	-0.4%	-$6.92K	1.4%	18
2016 Q3	$1.59M	Buy	24,766 +180	+0.7%	+$11.6K	1.27%	22
2016 Q2	$1.49M	Buy	24,586 +465	+2%	+$29.5K	1.24%	22
2016 Q1	$1.48M	Buy	24,121 +18,840	+357%	+$1.1M	1.3%	20
2015 Q4	$367K	Buy	5,281 +300	+6%	+$21.8K	0.34%	78
2015 Q3	$369K	Hold	4,981	–	–	0.39%	71
2015 Q2	$387K	Sell	4,981 -22,141	-82%	-$1.76M	0.38%	71
2015 Q1	$2.12M	Hold	27,122	–	–	0.62%	35
2014 Q4	$2.52M	Hold	27,122	–	–	0.72%	34
2014 Q3	$2.37M	Sell	27,122 -1,805	-6%	-$163K	0.7%	33
2014 Q2	$2.74M	Buy	28,927 +982	+4%	+$88.5K	0.81%	31
2014 Q1	$2.52M	Sell	27,945 -1,350	-5%	-$121K	0.79%	33
2013 Q4	$2.66M	Hold	29,295	–	–	0.87%	31
2013 Q3	$2.21M	Sell	29,295 -2,000	-6%	-$150K	0.8%	32
2013 Q2	$2.34M	Buy	+31,295	New	+$2.23M	0.96%	29

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 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

Boltwood Capital Management's AXP Position: Q2 2026 in Review

Boltwood Capital Management reduced its American Express (AXP) stake by 0.42% in Q2 2026, selling an estimated $9.61K and leaving 7,070 shares worth $2.39M. The position accounts for 0.55% of the portfolio, ranked #45.

Boltwood Capital Management first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.74M in Q2 2014. 717 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Boltwood Capital Management held 7,070 shares of American Express worth $2.39M as of Q2 2026.
Boltwood Capital Management sold 30 American Express shares in Q2 2026, an estimated $9.61K.
American Express made up 0.55% of Boltwood Capital Management's portfolio in Q2 2026, its #45 holding.
Boltwood Capital Management first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
Boltwood Capital Management's American Express position peaked at $2.74M in Q2 2014.
717 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.