Davidson Capital Management’s American Express AXP Stock Holding History

Davidson Capital Management’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	$1.27M	Buy	3,741 +128	+4%	+$41K	0.2%	81
2026 Q1	$1.09M	Sell	3,613 -612	-14%	-$205K	0.2%	81
2025 Q4	$1.56M	Buy	4,225 +4,188	+11,319%	+$1.5M	0.34%	56
2025 Q3	$12.3K	Buy	+37	New	+$11.8K	﹤0.01%	71

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Davidson Capital Management's AXP Position: Q2 2026 in Review

Davidson Capital Management increased its American Express (AXP) stake by 3.5% in Q2 2026, buying an estimated $41K and bringing the position to 3,741 shares worth $1.27M. The position accounts for 0.2% of the portfolio, ranked #81.

Davidson Capital Management first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.56M in Q4 2025. 1,314 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Davidson Capital Management held 3,741 shares of American Express worth $1.27M as of Q2 2026.
Davidson Capital Management bought 128 American Express shares in Q2 2026, an estimated $41K.
American Express made up 0.2% of Davidson Capital Management's portfolio in Q2 2026, its #81 holding.
Davidson Capital Management first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
Davidson Capital Management's American Express position peaked at $1.56M in Q4 2025.
1,314 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Davidson Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.