Courier Capital’s American Express AXP Stock Holding History

Courier Capital’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	$6.48M	Buy	19,147 +641	+3%	+$205K	0.32%	80
2026 Q1	$5.6M	Sell	18,506 -589	-3%	-$197K	0.31%	80
2025 Q4	$7.06M	Sell	19,095 -360	-2%	-$129K	0.4%	66
2025 Q3	$6.46M	Sell	19,455 -315	-2%	-$100K	0.37%	70
2025 Q2	$6.31M	Sell	19,770 -215	-1%	-$60.5K	0.38%	67
2025 Q1	$5.38M	Buy	19,985 +1,517	+8%	+$448K	0.35%	74
2024 Q4	$5.48M	Sell	18,468 -12	-0.1%	-$3.45K	0.38%	68
2024 Q3	$5.01M	Sell	18,480 -160	-0.9%	-$39.8K	0.34%	72
2024 Q2	$4.32M	Sell	18,640 -210	-1%	-$48.6K	0.34%	65
2024 Q1	$4.29M	Sell	18,850 -40	-0.2%	-$8.29K	0.31%	75
2023 Q4	$3.54M	Sell	18,890 -600	-3%	-$96.6K	0.27%	81
2023 Q3	$2.91M	Sell	19,490 -1,054	-5%	-$172K	0.24%	91
2023 Q2	$3.58M	Buy	20,544 +4,209	+26%	+$679K	0.28%	80
2023 Q1	$2.69M	Sell	16,335 -958	-6%	-$159K	0.3%	74
2022 Q4	$2.56M	Sell	17,293 -160	-0.9%	-$23.7K	0.29%	77
2022 Q3	$2.35M	Hold	17,453	–	–	0.29%	81
2022 Q2	$2.42M	Sell	17,453 -100	-0.6%	-$16.5K	0.28%	82
2022 Q1	$3.28M	Sell	17,553 -180	-1%	-$32.5K	0.33%	70
2021 Q4	$2.9M	Sell	17,733 -316	-2%	-$53.9K	0.27%	83
2021 Q3	$3.02M	Buy	18,049 +422	+2%	+$70.6K	0.29%	81
2021 Q2	$2.91M	Sell	17,627 -309	-2%	-$48.4K	0.28%	82
2021 Q1	$2.54M	Sell	17,936 -16	-0.1%	-$2.11K	0.26%	85
2020 Q4	$2.17M	Sell	17,952 -101	-0.6%	-$11.2K	0.24%	89
2020 Q3	$1.75M	Sell	18,053 -1,047	-5%	-$103K	0.21%	94
2020 Q2	$1.8M	Buy	19,100 +601	+3%	+$55.3K	0.23%	87
2020 Q1	$1.51M	Hold	18,499	–	–	0.22%	87
2019 Q4	$2.36M	Sell	18,499 -399	-2%	-$47.7K	0.28%	81
2019 Q3	$2.13M	Buy	18,898 +46	+0.2%	+$5.64K	0.28%	82
2019 Q2	$2.33M	Sell	18,852 -36	-0.2%	-$4.23K	0.3%	79
2019 Q1	$2.06M	Buy	18,888 +37	+0.2%	+$3.89K	0.27%	81
2018 Q4	$1.8M	Sell	18,851 -2,777	-13%	-$291K	0.26%	84
2018 Q3	$2.3M	Sell	21,628 -306	-1%	-$31.8K	0.28%	85
2018 Q2	$2.15M	Buy	21,934 +1,621	+8%	+$159K	0.28%	85
2018 Q1	$1.9M	Sell	20,313 -13	-0.1%	-$1.26K	0.25%	89
2017 Q4	$2.02M	Buy	20,326 +46	+0.2%	+$4.38K	0.26%	84
2017 Q3	$1.83M	Sell	20,280 -115	-0.6%	-$9.88K	0.26%	84
2017 Q2	$1.72M	Sell	20,395 -154	-0.7%	-$12.2K	0.29%	71
2017 Q1	$1.63M	Sell	20,549 -1,492	-7%	-$117K	0.29%	71
2016 Q4	$1.63M	Sell	22,041 -325	-1%	-$22.5K	0.31%	68
2016 Q3	$1.43M	Sell	22,366 -445	-2%	-$28.6K	0.28%	74
2016 Q2	$1.39M	Sell	22,811 -220	-1%	-$13.9K	0.28%	77
2016 Q1	$1.41M	Buy	23,031 +36	+0.2%	+$2.09K	0.29%	74
2015 Q4	$1.6M	Sell	22,995 -524	-2%	-$38.1K	0.34%	68
2015 Q3	$1.74M	Sell	23,519 -330	-1%	-$25.4K	0.38%	64
2015 Q2	$1.85M	Buy	+23,849	New	+$1.89M	0.37%	65

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Courier Capital's AXP Position: Q2 2026 in Review

Courier Capital increased its American Express (AXP) stake by 3.5% in Q2 2026, buying an estimated $205K and bringing the position to 19,147 shares worth $6.48M. The position accounts for 0.32% of the portfolio, ranked #80.

Courier Capital first reported a position in AXP in Q2 2015 and has held it in 45 quarters since. The position peaked at $7.06M in Q4 2025. 1,376 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Courier Capital held 19,147 shares of American Express worth $6.48M as of Q2 2026.
Courier Capital bought 641 American Express shares in Q2 2026, an estimated $205K.
American Express made up 0.32% of Courier Capital's portfolio in Q2 2026, its #80 holding.
Courier Capital first reported a position in American Express in Q2 2015 and has held it in 45 quarters since.
Courier Capital's American Express position peaked at $7.06M in Q4 2025.
1,376 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.