Byrne Asset Management’s American Express AXP Stock Holding History

Byrne 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	$1.04M	Sell	3,075 -195	-6%	-$62.4K	0.56%	47
2026 Q1	$989K	Sell	3,270 -495	-13%	-$166K	0.58%	53
2025 Q4	$1.39M	Buy	3,765 +5	+0.1%	+$1.79K	0.77%	36
2025 Q3	$1.25M	Sell	3,760 -96	-2%	-$30.5K	0.77%	38
2025 Q2	$1.23M	Buy	+3,856	New	+$1.09M	0.81%	35
2025 Q1	–	Sell	-4,434	Closed	-$1.31M	–	41
2024 Q4	$1.32M	Sell	4,434 -156	-3%	-$44.8K	0.93%	30
2024 Q3	$1.24M	Buy	+4,590	New	+$1.14M	0.85%	34
2024 Q2	–	Sell	-4,753	Closed	-$1.1M	–	41
2024 Q1	$1.08M	Buy	4,753 +84	+2%	+$17.4K	0.75%	43
2023 Q4	$873K	Buy	+4,669	New	+$752K	0.67%	53
2023 Q3	–	Sell	-4,399	Closed	-$720K	–	59
2023 Q2	$766K	Buy	4,399 +99	+2%	+$16K	0.5%	71
2023 Q1	$709K	Sell	4,300 -541	-11%	-$89.7K	0.51%	71
2022 Q4	$715K	Buy	4,841 +222	+5%	+$32.9K	0.52%	71
2022 Q3	$623K	Buy	4,619 +415	+10%	+$62.8K	0.48%	76
2022 Q2	$583K	Sell	4,204 -169	-4%	-$27.9K	0.43%	68
2022 Q1	$818K	Buy	4,373 +102	+2%	+$18.4K	0.51%	64
2021 Q4	$699K	Buy	+4,271	New	+$728K	0.45%	66

Other funds holding AXP

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 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

Byrne Asset Management's AXP Position: Q2 2026 in Review

Byrne Asset Management reduced its American Express (AXP) stake by 6% in Q2 2026, selling an estimated $62.4K and leaving 3,075 shares worth $1.04M. The position accounts for 0.56% of the portfolio, ranked #47.

Byrne Asset Management first reported a position in AXP in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.39M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Byrne Asset Management held 3,075 shares of American Express worth $1.04M as of Q2 2026.
Byrne Asset Management sold 195 American Express shares in Q2 2026, an estimated $62.4K.
American Express made up 0.56% of Byrne Asset Management's portfolio in Q2 2026, its #47 holding.
Byrne Asset Management first reported a position in American Express in Q4 2021 and has held it in 16 quarters since.
Byrne Asset Management's American Express position peaked at $1.39M in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.