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Contravisory Investment Management’s American Express AXP Stock Holding History

Contravisory Investment 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 		$101K Sell
300
-27,675
-99% -$8.86M 0.02% 231
2026
Q1 		$8.46M Sell
27,975
-1,158
-4% -$388K 1.73% 25
2025
Q4 		$10.8M Sell
29,133
-1,126
-4% -$403K 2.14% 11
2025
Q3 		$10.1M Sell
30,259
-1,434
-5% -$456K 1.95% 14
2025
Q2 		$10.1M Buy
31,693
+143
+0.5% +$40.2K 1.99% 12
2025
Q1 		$8.49M Buy
31,550
+1,590
+5% +$470K 1.79% 22
2024
Q4 		$8.89M Sell
29,960
-72
-0.2% -$20.7K 1.9% 21
2024
Q3 		$8.14M Buy
+30,032
New +$7.48M 1.74% 29
2023
Q4 		– Sell
-2,120
Closed -$316K – 365
2023
Q3 		$316K Sell
2,120
-105
-5% -$17.2K 0.09% 158
2023
Q2 		$388K Buy
2,225
+38
+2% +$6.13K 0.1% 145
2023
Q1 		$361K Sell
2,187
-95
-4% -$15.8K 0.1% 143
2022
Q4 		$337K Buy
2,282
+293
+15% +$43.4K 0.09% 149
2022
Q3 		$268K Hold
1,989
– – 0.09% 153
2022
Q2 		$276K Buy
1,989
+1,874
+1,630% +$310K 0.09% 152
2022
Q1 		$22K Hold
115
– – 0.01% 250
2021
Q4 		$19K Buy
+115
New +$19.6K 0.01% 247
2020
Q2 		– Sell
-809
Closed -$69K – 258
2020
Q1 		$69K Hold
809
– – 0.03% 200
2019
Q4 		$101K Buy
809
+95
+13% +$11.4K 0.04% 186
2019
Q3 		$84K Buy
714
+103
+17% +$12.6K 0.03% 186
2019
Q2 		$75K Buy
611
+119
+24% +$14K 0.03% 181
2019
Q1 		$54K Buy
492
+46
+10% +$4.83K 0.02% 206
2018
Q4 		$43K Buy
446
+291
+188% +$30.4K 0.02% 217
2018
Q3 		$17K Hold
155
– – 0.01% 216
2018
Q2 		$15K Hold
155
– – 0.01% 253
2018
Q1 		$14K Hold
155
– – 0.01% 252
2017
Q4 		$15K Hold
155
– – 0.01% 243
2017
Q3 		$14K Buy
+155
New +$13.3K 0.01% 256

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

Contravisory Investment Management's AXP Position: Q2 2026 in Review

Contravisory Investment Management reduced its American Express (AXP) stake by 99% in Q2 2026, selling an estimated $8.86M and leaving 300 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #231.

Contravisory Investment Management first reported a position in AXP in Q3 2017 and has held it in 27 quarters since. The position peaked at $10.8M in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Contravisory Investment Management held 300 shares of American Express worth $101K as of Q2 2026.
  • Contravisory Investment Management sold 27,675 American Express shares in Q2 2026, an estimated $8.86M.
  • American Express made up 0.02% of Contravisory Investment Management's portfolio in Q2 2026, its #231 holding.
  • Contravisory Investment Management first reported a position in American Express in Q3 2017 and has held it in 27 quarters since.
  • Contravisory Investment Management's American Express position peaked at $10.8M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.