Covea Finance’s American Express AXP Stock Holding History

Covea Finance’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	$37.7M	Buy	111,470 +4,390	+4%	+$1.41M	1.19%	26
2026 Q1	$32.4M	Sell	107,080 -920	-0.9%	-$308K	1.13%	26
2025 Q4	$40M	Buy	108,000 +20,700	+24%	+$7.41M	1.32%	21
2025 Q3	$29M	Buy	87,300 +31,700	+57%	+$10.1M	1.01%	34
2025 Q2	$17.7M	Buy	55,600 +36,600	+193%	+$10.3M	0.66%	46
2025 Q1	$5.11M	Buy	+19,000	New	+$5.62M	0.23%	80

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 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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Covea Finance's AXP Position: Q2 2026 in Review

Covea Finance increased its American Express (AXP) stake by 4.1% in Q2 2026, buying an estimated $1.41M and bringing the position to 111,470 shares worth $37.7M. The position accounts for 1.19% of the portfolio, ranked #26.

Covea Finance first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. The position peaked at $40M in Q4 2025. 674 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Covea Finance held 111,470 shares of American Express worth $37.7M as of Q2 2026.
Covea Finance bought 4,390 American Express shares in Q2 2026, an estimated $1.41M.
American Express made up 1.19% of Covea Finance's portfolio in Q2 2026, its #26 holding.
Covea Finance first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
Covea Finance's American Express position peaked at $40M in Q4 2025.
674 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Covea Finance's 13F filing for Q2 2026, filed 13 Jul 2026.