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Crumly & Associates’s American Express AXP Stock Holding History

Crumly & Associates’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 		$779K Sell
2,302
-1,432
-38% -$458K 0.15% 91
2026
Q1 		$1.13M Buy
3,734
+273
+8% +$91.5K 0.24% 68
2025
Q4 		$1.28M Sell
3,461
-55
-2% -$19.7K 0.27% 67
2025
Q3 		$1.17M Buy
3,516
+1,516
+76% +$482K 0.26% 66
2025
Q2 		$638K Sell
2,000
-122
-6% -$34.3K 0.16% 82
2025
Q1 		$571K Sell
2,122
-88
-4% -$26K 0.16% 92
2024
Q4 		$656K Sell
2,210
-52
-2% -$14.9K 0.18% 81
2024
Q3 		$613K Buy
2,262
+55
+2% +$13.7K 0.17% 82
2024
Q2 		$511K Buy
2,207
+71
+3% +$16.4K 0.15% 94
2024
Q1 		$486K Buy
+2,136
New +$443K 0.13% 105

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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
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
New York State Common Retirement Fund
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Crumly & Associates's AXP Position: Q2 2026 in Review

Crumly & Associates reduced its American Express (AXP) stake by 38% in Q2 2026, selling an estimated $458K and leaving 2,302 shares worth $779K. The position accounts for 0.15% of the portfolio, ranked #91.

Crumly & Associates first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.28M in Q4 2025. 1,334 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Crumly & Associates held 2,302 shares of American Express worth $779K as of Q2 2026.
  • Crumly & Associates sold 1,432 American Express shares in Q2 2026, an estimated $458K.
  • American Express made up 0.15% of Crumly & Associates's portfolio in Q2 2026, its #91 holding.
  • Crumly & Associates first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • Crumly & Associates's American Express position peaked at $1.28M in Q4 2025.
  • 1,334 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.