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Deane Retirement Strategies’s American Express AXP Stock Holding History

Deane Retirement Strategies’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 		$2.73M Buy
+8,075
New +$2.59M 1.16% 32
2025
Q3 		– Sell
-11,316
Closed -$3.61M – 71
2025
Q2 		$3.61M Buy
11,316
+87
+0.8% +$24.5K 1.62% 30
2025
Q1 		$3.02M Buy
11,229
+246
+2% +$72.7K 1.44% 25
2024
Q4 		$3.26M Buy
10,983
+196
+2% +$56.3K 1.64% 27
2024
Q3 		$2.93M Sell
10,787
-42
-0.4% -$10.5K 1.43% 31
2024
Q2 		$2.51M Sell
10,829
-258
-2% -$59.8K 1.29% 40
2024
Q1 		$2.52M Sell
11,087
-46
-0.4% -$9.54K 1.28% 36
2023
Q4 		$2.09M Buy
11,133
+31
+0.3% +$4.99K 1.14% 29
2023
Q3 		$1.66M Buy
+11,102
New +$1.82M 0.92% 35
2022
Q2 		– Sell
-10,956
Closed -$2.05M – 54
2022
Q1 		$2.05M Sell
10,956
-82
-0.7% -$14.8K 1.13% 27
2021
Q4 		$1.81M Buy
+11,038
New +$1.88M 0.95% 29
2020
Q1 		– Sell
-13,005
Closed -$1.62M – 63
2019
Q4 		$1.62M Sell
13,005
-10,334
-44% -$1.24M 1.11% 37
2019
Q3 		$2.76M Buy
23,339
+936
+4% +$115K 1.97% 14
2019
Q2 		$2.77M Buy
+22,403
New +$2.63M 2.36% 11
2016
Q2 		– Sell
-18,239
Closed -$1.12M – 48
2016
Q1 		$1.12M Buy
+18,239
New +$1.06M 1.05% 26

Other funds holding AXP

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
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
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

Deane Retirement Strategies's AXP Position: Q2 2026 in Review

Deane Retirement Strategies opened a new position in American Express (AXP) in Q2 2026: 8,075 shares worth $2.73M. The stake represents 1.16% of the portfolio and ranks #32 among its holdings. This is a return to the name: Deane Retirement Strategies previously reported a position in AXP as recently as Q2 2025.

Deane Retirement Strategies first reported a position in AXP in Q1 2016 and has held it in 15 quarters since. The position peaked at $3.61M in Q2 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Deane Retirement Strategies held 8,075 shares of American Express worth $2.73M as of Q2 2026.
  • American Express was a new Deane Retirement Strategies position in Q2 2026.
  • American Express made up 1.16% of Deane Retirement Strategies's portfolio in Q2 2026, its #32 holding.
  • Deane Retirement Strategies first reported a position in American Express in Q1 2016 and has held it in 15 quarters since.
  • Deane Retirement Strategies's American Express position peaked at $3.61M in Q2 2025.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.