Cromwell Holdings’s American Express AXP Stock Holding History

Cromwell Holdings’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	$606K	Hold	1,793	–	–	0.27%	64
2026 Q1	$542K	Hold	1,793	–	–	0.31%	60
2025 Q4	$663K	Hold	1,793	–	–	0.36%	45
2025 Q3	$596K	Hold	1,793	–	–	0.32%	51
2025 Q2	$572K	Hold	1,793	–	–	0.35%	49
2025 Q1	$482K	Hold	1,793	–	–	0.31%	62
2024 Q4	$532K	Hold	1,793	–	–	0.31%	54
2024 Q3	$486K	Hold	1,793	–	–	0.31%	63
2024 Q2	$415K	Buy	+1,793	New	+$415K	0.25%	74

Other funds holding AXP

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

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Cromwell Holdings's AXP Position: Q2 2026 in Review

Cromwell Holdings held its American Express (AXP) position steady in Q2 2026 at 1,793 shares worth $606K. The position accounts for 0.27% of the portfolio, ranked #64.

Cromwell Holdings first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $663K in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Cromwell Holdings held 1,793 shares of American Express worth $606K as of Q2 2026.
Cromwell Holdings left its American Express share count unchanged in Q2 2026.
American Express made up 0.27% of Cromwell Holdings's portfolio in Q2 2026, its #64 holding.
Cromwell Holdings first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
Cromwell Holdings's American Express position peaked at $663K in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.