Cary Street Partners’s American Express AXP Stock Holding History

Cary Street 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	$13.6M	Buy	40,299 +674	+2%	+$216K	0.3%	79
2026 Q1	$12M	Buy	39,625 +1,236	+3%	+$414K	0.3%	81
2025 Q4	$14.2M	Sell	38,389 -1,273	-3%	-$456K	0.35%	70
2025 Q3	$13.2M	Buy	39,662 +16,104	+68%	+$5.12M	0.34%	72
2025 Q2	$7.51M	Sell	23,558 -760	-3%	-$214K	0.21%	116
2025 Q1	$6.54M	Sell	24,318 -799	-3%	-$236K	0.21%	116
2024 Q4	$7.45M	Buy	+25,117	New	+$7.22M	0.24%	103

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

Cary Street Partners's AXP Position: Q2 2026 in Review

Cary Street Partners increased its American Express (AXP) stake by 1.7% in Q2 2026, buying an estimated $216K and bringing the position to 40,299 shares worth $13.6M. The position accounts for 0.3% of the portfolio, ranked #79.

Cary Street Partners first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.2M in Q4 2025. 743 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Cary Street Partners held 40,299 shares of American Express worth $13.6M as of Q2 2026.
Cary Street Partners bought 674 American Express shares in Q2 2026, an estimated $216K.
American Express made up 0.3% of Cary Street Partners's portfolio in Q2 2026, its #79 holding.
Cary Street Partners first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's American Express position peaked at $14.2M in Q4 2025.
743 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.