Davis Capital Management’s American Express AXP Stock Holding History

Davis 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	$9.81K	Buy	29 +9	+45%	+$2.88K	0.01%	265
2026 Q1	$6.05K	Buy	20 +2	+11%	+$671	﹤0.01%	245
2025 Q4	$6.66K	Hold	18	–	–	﹤0.01%	243
2025 Q3	$5.98K	Buy	+18	New	+$5.72K	﹤0.01%	253
2025 Q1	$10.2K	Hold	38	–	–	0.01%	222
2024 Q4	$11.3K	Hold	38	–	–	0.01%	216
2024 Q3	$10.3K	Hold	38	–	–	0.01%	231
2024 Q2	$8.88K	Buy	38 +25	+192%	+$5.79K	0.01%	234
2024 Q1	$2.96K	Hold	13	–	–	﹤0.01%	263
2023 Q4	$2.44K	Buy	+13	New	+$2.09K	﹤0.01%	266

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 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

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

Davis Capital Management increased its American Express (AXP) stake by 45% in Q2 2026, buying an estimated $2.88K and bringing the position to 29 shares worth $9.81K. The position accounts for 0.01% of the portfolio, ranked #265.

Davis Capital Management first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.3K in Q4 2024. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Davis Capital Management held 29 shares of American Express worth $9.81K as of Q2 2026.
Davis Capital Management bought 9 American Express shares in Q2 2026, an estimated $2.88K.
American Express made up 0.01% of Davis Capital Management's portfolio in Q2 2026, its #265 holding.
Davis Capital Management first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
Davis Capital Management's American Express position peaked at $11.3K in Q4 2024.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.