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Crossmark Global Holdings’s American Express AXP Stock Holding History

Crossmark Global 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 		$24.2M Sell
71,454
-36,224
-34% -$11.6M 0.31% 75
2026
Q1 		$32.6M Buy
107,678
+13,850
+15% +$4.64M 0.48% 39
2025
Q4 		$34.7M Buy
93,828
+22,751
+32% +$8.14M 0.5% 39
2025
Q3 		$23.6M Sell
71,077
-14,323
-17% -$4.56M 0.35% 61
2025
Q2 		$27.2M Sell
85,400
-22,099
-21% -$6.22M 0.44% 44
2025
Q1 		$28.9M Buy
107,499
+7,874
+8% +$2.33M 0.51% 35
2024
Q4 		$29.6M Sell
99,625
-1,002
-1% -$288K 0.54% 33
2024
Q3 		$27.3M Buy
100,627
+2,560
+3% +$637K 0.49% 39
2024
Q2 		$22.7M Buy
98,067
+26,220
+36% +$6.07M 0.43% 46
2024
Q1 		$16.4M Sell
71,847
-2,842
-4% -$589K 0.31% 71
2023
Q4 		$14M Sell
74,689
-3,228
-4% -$520K 0.29% 81
2023
Q3 		$11.8M Buy
77,917
+7,700
+11% +$1.26M 0.27% 95
2023
Q2 		$11.6M Sell
70,217
-22,870
-25% -$3.69M 0.25% 105
2023
Q1 		$15.4M Sell
93,087
-1,976
-2% -$328K 0.36% 63
2022
Q4 		$14M Buy
95,063
+18,983
+25% +$2.81M 0.35% 73
2022
Q3 		$10.3M Buy
76,080
+18,052
+31% +$2.73M 0.28% 81
2022
Q2 		$8.04M Buy
58,028
+9,029
+18% +$1.49M 0.21% 126
2022
Q1 		$9.16M Buy
48,999
+15,065
+44% +$2.72M 0.2% 122
2021
Q4 		$5.55M Sell
33,934
-3,833
-10% -$654K 0.12% 187
2021
Q3 		$6.33M Sell
37,767
-445
-1% -$74.4K 0.15% 161
2021
Q2 		$6.31M Buy
38,212
+571
+2% +$89.4K 0.15% 162
2021
Q1 		$5.32M Sell
37,641
-2,381
-6% -$315K 0.13% 175
2020
Q4 		$4.84M Sell
40,022
-1,198
-3% -$133K 0.12% 186
2020
Q3 		$4.13M Sell
41,220
-1,455
-3% -$143K 0.12% 194
2020
Q2 		$4.06M Sell
42,675
-855
-2% -$78.7K 0.12% 189
2020
Q1 		$3.73M Buy
43,530
+338
+0.8% +$39.3K 0.13% 174
2019
Q4 		$5.38M Sell
43,192
-1,253
-3% -$150K 0.15% 160
2019
Q3 		$5.26M Sell
44,445
-3,761
-8% -$461K 0.15% 164
2019
Q2 		$5.95M Sell
48,206
-752
-2% -$88.3K 0.17% 146
2019
Q1 		$5.35M Sell
48,958
-1,247
-2% -$131K 0.15% 167
2018
Q4 		$4.79M Sell
50,205
-4,490
-8% -$470K 0.15% 173
2018
Q3 		$5.82M Sell
54,695
-4,033
-7% -$419K 0.15% 168
2018
Q2 		$5.75M Sell
58,728
-1,220
-2% -$120K 0.15% 158
2018
Q1 		$5.59M Sell
59,948
-4,614
-7% -$447K 0.14% 179
2017
Q4 		$6.41M Buy
64,562
+3,703
+6% +$353K 0.15% 163
2017
Q3 		$5.5M Buy
+60,859
New +$5.23M 0.14% 176
2016
Q3 		$5.5M Buy
+60,859
New +$3.91M 0.14% 176

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

Crossmark Global Holdings's AXP Position: Q2 2026 in Review

Crossmark Global Holdings reduced its American Express (AXP) stake by 34% in Q2 2026, selling an estimated $11.6M and leaving 71,454 shares worth $24.2M. The position accounts for 0.31% of the portfolio, ranked #75.

Crossmark Global Holdings first reported a position in AXP in Q3 2016 and has held it in 37 quarters since. The position peaked at $34.7M in Q4 2025. 703 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Crossmark Global Holdings held 71,454 shares of American Express worth $24.2M as of Q2 2026.
  • Crossmark Global Holdings sold 36,224 American Express shares in Q2 2026, an estimated $11.6M.
  • American Express made up 0.31% of Crossmark Global Holdings's portfolio in Q2 2026, its #75 holding.
  • Crossmark Global Holdings first reported a position in American Express in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's American Express position peaked at $34.7M in Q4 2025.
  • 703 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.