Canopy Partners’s American Express AXP Stock Holding History

Canopy Partners’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	$2.11M	Buy	6,241 +22	+0.4%	+$7.04K	0.64%	32
2026 Q1	$1.88M	Buy	6,219 +8	+0.1%	+$2.68K	0.65%	32
2025 Q4	$2.3M	Buy	6,211 +61	+1%	+$21.8K	0.75%	29
2025 Q3	$2.04M	Sell	6,150 -49	-0.8%	-$15.6K	0.68%	33
2025 Q2	$1.98M	Buy	6,199 +526	+9%	+$148K	0.73%	31
2025 Q1	$1.53M	Buy	5,673 +617	+12%	+$182K	0.59%	37
2024 Q4	$1.5M	Buy	5,056 +579	+13%	+$166K	0.57%	38
2024 Q3	$1.21M	Buy	4,477 +305	+7%	+$75.9K	0.52%	36
2024 Q2	$966K	Buy	4,172 +399	+11%	+$92.4K	0.45%	44
2024 Q1	$859K	Buy	3,773 +297	+9%	+$61.6K	0.42%	53
2023 Q4	$651K	Buy	+3,476	New	+$560K	0.4%	59

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 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

Canopy Partners's AXP Position: Q2 2026 in Review

Canopy Partners increased its American Express (AXP) stake by 0.35% in Q2 2026, buying an estimated $7.04K and bringing the position to 6,241 shares worth $2.11M. The position accounts for 0.64% of the portfolio, ranked #32.

Canopy Partners first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.3M in Q4 2025. 901 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Canopy Partners held 6,241 shares of American Express worth $2.11M as of Q2 2026.
Canopy Partners bought 22 American Express shares in Q2 2026, an estimated $7.04K.
American Express made up 0.64% of Canopy Partners's portfolio in Q2 2026, its #32 holding.
Canopy Partners first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Canopy Partners's American Express position peaked at $2.3M in Q4 2025.
901 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.