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Certuity’s American Express AXP Stock Holding History

Certuity’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 		$2.16M Sell
6,392
-261
-4% -$83.6K 0.11% 109
2026
Q1 		$2.01M Sell
6,653
-94
-1% -$31.5K 0.13% 102
2025
Q4 		$2.5M Buy
6,747
+4,008
+146% +$1.43M 0.16% 92
2025
Q3 		$910K Buy
2,739
+1,293
+89% +$411K 0.06% 168
2025
Q2 		$461K Buy
1,446
+32
+2% +$9.01K 0.04% 211
2025
Q1 		$380K Sell
1,414
-64
-4% -$18.9K 0.04% 225
2024
Q4 		$439K Buy
1,478
+466
+46% +$134K 0.05% 193
2024
Q3 		$274K Sell
1,012
-101
-9% -$25.1K 0.03% 283
2024
Q2 		$258K Sell
1,113
-893
-45% -$207K 0.02% 292
2024
Q1 		$457K Buy
2,006
+101
+5% +$20.9K 0.04% 186
2023
Q4 		$357K Buy
+1,905
New +$307K 0.04% 221
2023
Q2 		– Sell
-1,218
Closed -$201K – 269
2023
Q1 		$201K Buy
+1,218
New +$202K 0.03% 207
2021
Q4 		– Sell
-2,437
Closed -$408K – 304
2021
Q3 		$408K Buy
2,437
+647
+36% +$108K 0.08% 200
2021
Q2 		$296K Buy
+1,790
New +$280K 0.07% 240

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Certuity's AXP Position: Q2 2026 in Review

Certuity reduced its American Express (AXP) stake by 3.9% in Q2 2026, selling an estimated $83.6K and leaving 6,392 shares worth $2.16M. The position accounts for 0.11% of the portfolio, ranked #109.

Certuity first reported a position in AXP in Q2 2021 and has held it in 14 quarters since. The position peaked at $2.5M in Q4 2025. 1,205 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Certuity held 6,392 shares of American Express worth $2.16M as of Q2 2026.
  • Certuity sold 261 American Express shares in Q2 2026, an estimated $83.6K.
  • American Express made up 0.11% of Certuity's portfolio in Q2 2026, its #109 holding.
  • Certuity first reported a position in American Express in Q2 2021 and has held it in 14 quarters since.
  • Certuity's American Express position peaked at $2.5M in Q4 2025.
  • 1,205 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.