Boston Trust Walden’s American Express AXP Stock Holding History

Boston Trust Walden’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	$75.9M	Sell	224,471 -2,115	-0.9%	-$677K	0.58%	56
2026 Q1	$68.5M	Sell	226,586 -13,540	-6%	-$4.54M	0.56%	55
2025 Q4	$88.8M	Sell	240,126 -2,660	-1%	-$952K	0.67%	38
2025 Q3	$80.6M	Sell	242,786 -54,305	-18%	-$17.3M	0.59%	47
2025 Q2	$94.8M	Buy	297,091 +72,120	+32%	+$20.3M	0.68%	41
2025 Q1	$60.5M	Buy	224,971 +6,290	+3%	+$1.86M	0.44%	77
2024 Q4	$64.9M	Sell	218,681 -1,958	-0.9%	-$563K	0.46%	71
2024 Q3	$59.8M	Sell	220,639 -2,135	-1%	-$532K	0.42%	88
2024 Q2	$51.6M	Sell	222,774 -6,735	-3%	-$1.56M	0.38%	105
2024 Q1	$52.3M	Sell	229,509 -8,450	-4%	-$1.75M	0.37%	109
2023 Q4	$44.6M	Buy	237,959 +12,604	+6%	+$2.03M	0.34%	115
2023 Q3	$33.6M	Buy	225,355 +1,251	+0.6%	+$205K	0.28%	128
2023 Q2	$39M	Buy	224,104 +4,625	+2%	+$746K	0.32%	116
2023 Q1	$36.2M	Sell	219,479 -17,180	-7%	-$2.85M	0.31%	121
2022 Q4	$35M	Buy	236,659 +18,280	+8%	+$2.71M	0.31%	120
2022 Q3	$29.5M	Sell	218,379 -7,420	-3%	-$1.12M	0.29%	125
2022 Q2	$31.3M	Sell	225,799 -5,663	-2%	-$935K	0.3%	123
2022 Q1	$43.3M	Sell	231,462 -35,472	-13%	-$6.41M	0.36%	101
2021 Q4	$43.7M	Sell	266,934 -129,957	-33%	-$22.2M	0.35%	102
2021 Q3	$66.5M	Sell	396,891 -10,349	-3%	-$1.73M	0.59%	46
2021 Q2	$67.3M	Sell	407,240 -3,401	-0.8%	-$533K	0.6%	43
2021 Q1	$58.1M	Sell	410,641 -52,092	-11%	-$6.88M	0.56%	52
2020 Q4	$55.9M	Buy	462,733 +2,853	+0.6%	+$316K	0.6%	43
2020 Q3	$46.1M	Sell	459,880 -8,479	-2%	-$834K	0.57%	49
2020 Q2	$44.6M	Sell	468,359 -38,185	-8%	-$3.52M	0.6%	45
2020 Q1	$43.4M	Sell	506,544 -44,438	-8%	-$5.17M	0.69%	39
2019 Q4	$68.6M	Sell	550,982 -2,567	-0.5%	-$307K	0.8%	31
2019 Q3	$65.5M	Sell	553,549 -2,828	-0.5%	-$347K	0.82%	30
2019 Q2	$68.7M	Buy	556,377 +3,307	+0.6%	+$388K	0.89%	30
2019 Q1	$60.5M	Buy	553,070 +16,547	+3%	+$1.74M	0.82%	30
2018 Q4	$51.1M	Sell	536,523 -7,560	-1%	-$791K	0.81%	32
2018 Q3	$57.9M	Buy	544,083 +6,670	+1%	+$694K	0.8%	30
2018 Q2	$52.7M	Sell	537,413 -575	-0.1%	-$56.5K	0.77%	29
2018 Q1	$50.2M	Sell	537,988 -672	-0.1%	-$65.1K	0.76%	35
2017 Q4	$53.5M	Buy	538,660 +225	+0%	+$21.4K	0.78%	34
2017 Q3	$48.7M	Buy	538,435 +390	+0.1%	+$33.5K	0.76%	34
2017 Q2	$45.3M	Sell	538,045 -9,615	-2%	-$761K	0.73%	36
2017 Q1	$43.3M	Sell	547,660 -310	-0.1%	-$24.2K	0.68%	39
2016 Q4	$40.6M	Buy	547,970 +7,374	+1%	+$511K	0.64%	41
2016 Q3	$34.6M	Buy	540,596 +871	+0.2%	+$56K	0.57%	50
2016 Q2	$32.8M	Buy	539,725 +22,295	+4%	+$1.41M	0.56%	54
2016 Q1	$31.8M	Buy	517,430 +63,565	+14%	+$3.7M	0.55%	54
2015 Q4	$31.6M	Sell	453,865 -26,785	-6%	-$1.95M	0.59%	44
2015 Q3	$35.6M	Buy	480,650 +570	+0.1%	+$43.9K	0.6%	53
2015 Q2	$37.3M	Sell	480,080 -19,437	-4%	-$1.54M	0.57%	58
2015 Q1	$39M	Buy	499,517 +18,437	+4%	+$1.53M	0.58%	64
2014 Q4	$44.8M	Buy	481,080 +55,065	+13%	+$4.94M	0.67%	46
2014 Q3	$37.3M	Buy	426,015 +7,070	+2%	+$637K	0.58%	57
2014 Q2	$39.7M	Sell	418,945 -6,329	-1%	-$571K	0.58%	66
2014 Q1	$38.3M	Buy	425,274 +19,202	+5%	+$1.72M	0.57%	68
2013 Q4	$36.8M	Buy	406,072 +28,466	+8%	+$2.34M	0.54%	79
2013 Q3	$28.5M	Buy	377,606 +15,995	+4%	+$1.2M	0.44%	109
2013 Q2	$27M	Buy	+361,611	New	+$25.7M	0.44%	111

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Boston Trust Walden's AXP Position: Q2 2026 in Review

Boston Trust Walden reduced its American Express (AXP) stake by 0.93% in Q2 2026, selling an estimated $677K and leaving 224,471 shares worth $75.9M. The position accounts for 0.58% of the portfolio, ranked #56.

Boston Trust Walden first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $94.8M in Q2 2025. 1,260 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Boston Trust Walden held 224,471 shares of American Express worth $75.9M as of Q2 2026.
Boston Trust Walden sold 2,115 American Express shares in Q2 2026, an estimated $677K.
American Express made up 0.58% of Boston Trust Walden's portfolio in Q2 2026, its #56 holding.
Boston Trust Walden first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
Boston Trust Walden's American Express position peaked at $94.8M in Q2 2025.
1,260 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.