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Clayton Financial Group’s American Express AXP Stock Holding History

Clayton Financial Group’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 		$1.25M Sell
3,683
-280
-7% -$89.6K 0.69% 24
2026
Q1 		$1.2M Hold
3,963
– – 0.62% 25
2025
Q4 		$1.47M Buy
3,963
+280
+8% +$100K 0.75% 23
2025
Q3 		$1.22M Buy
+3,683
New +$1.17M 0.89% 16

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
Swedbank
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Clayton Financial Group's AXP Position: Q2 2026 in Review

Clayton Financial Group reduced its American Express (AXP) stake by 7.1% in Q2 2026, selling an estimated $89.6K and leaving 3,683 shares worth $1.25M. The position accounts for 0.69% of the portfolio, ranked #24.

Clayton Financial Group first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.47M in Q4 2025. 581 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Clayton Financial Group held 3,683 shares of American Express worth $1.25M as of Q2 2026.
  • Clayton Financial Group sold 280 American Express shares in Q2 2026, an estimated $89.6K.
  • American Express made up 0.69% of Clayton Financial Group's portfolio in Q2 2026, its #24 holding.
  • Clayton Financial Group first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • Clayton Financial Group's American Express position peaked at $1.47M in Q4 2025.
  • 581 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.