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DAGCO Inc’s American Express AXP Stock Holding History

DAGCO Inc’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 		– Sell
-11
Closed -$3.33K – 136
2026
Q1 		$3.33K Hold
11
– – ﹤0.01% 330
2025
Q4 		$4.07K Hold
11
– – ﹤0.01% 334
2025
Q3 		$3.65K Hold
11
– – ﹤0.01% 324
2025
Q2 		$3.51K Hold
11
– – ﹤0.01% 316
2025
Q1 		$2.96K Buy
+11
New +$3.25K ﹤0.01% 309

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

DAGCO Inc's AXP Position: Q2 2026 in Review

DAGCO Inc sold out of American Express (AXP) in Q2 2026, closing a stake of 11 shares — an estimated $3.33K sold.

DAGCO Inc first reported a position in AXP in Q1 2025 and held it in 5 quarters. The position peaked at $4.07K in Q4 2025. 730 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • DAGCO Inc reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 11 American Express shares in Q2 2026, an estimated $3.33K.
  • DAGCO Inc first reported a position in American Express in Q1 2025 and held it in 5 quarters.
  • DAGCO Inc's American Express position peaked at $4.07K in Q4 2025.
  • 730 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.