BTC Capital Management’s American Express AXP Stock Holding History

BTC 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	$434K	Hold	1,284	–	–	0.03%	180
2026 Q1	$388K	Sell	1,284 -28	-2%	-$9.39K	0.03%	188
2025 Q4	$485K	Buy	1,312 +228	+21%	+$81.6K	0.03%	169
2025 Q3	$360K	Hold	1,084	–	–	0.02%	183
2025 Q2	$346K	Hold	1,084	–	–	0.03%	182
2025 Q1	$292K	Sell	1,084 -3	-0.3%	-$887	0.03%	191
2024 Q4	$352K	Sell	1,087 -59	-5%	-$17K	0.03%	183
2024 Q3	$311K	Sell	1,146 -202	-15%	-$50.3K	0.03%	198
2024 Q2	$312K	Sell	1,348 -28	-2%	-$6.49K	0.03%	192
2024 Q1	$313K	Buy	+1,376	New	+$285K	0.03%	198
2023 Q3	$205K	Hold	1,376	–	–	0.02%	230
2023 Q2	$240K	Hold	1,376	–	–	0.03%	230
2023 Q1	$227K	Sell	1,376 -400	-23%	-$66.4K	0.03%	219
2022 Q4	$262K	Buy	1,776 +225	+15%	+$33.3K	0.03%	219
2022 Q3	$209K	Sell	1,551 -390	-20%	-$59K	0.03%	235
2022 Q2	$269K	Buy	1,941 +112	+6%	+$18.5K	0.03%	222
2022 Q1	$342K	Hold	1,829	–	–	0.03%	221
2021 Q4	$299K	Buy	1,829 +400	+28%	+$68.2K	0.03%	233
2021 Q3	$240K	Sell	1,429 -8	-0.6%	-$1.34K	0.03%	182
2021 Q2	$237K	Hold	1,437	–	–	0.03%	191
2021 Q1	$203K	Buy	+1,437	New	+$190K	0.02%	231

Other funds holding AXP

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

BTC Capital Management held its American Express (AXP) position steady in Q2 2026 at 1,284 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #180.

BTC Capital Management first reported a position in AXP in Q1 2021 and has held it in 21 quarters since. The position peaked at $485K in Q4 2025. 1,442 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

BTC Capital Management held 1,284 shares of American Express worth $434K as of Q2 2026.
BTC Capital Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.03% of BTC Capital Management's portfolio in Q2 2026, its #180 holding.
BTC Capital Management first reported a position in American Express in Q1 2021 and has held it in 21 quarters since.
BTC Capital Management's American Express position peaked at $485K in Q4 2025.
1,442 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.