DeDora Capital’s American Express AXP Stock Holding History

DeDora Capital’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	$271K	Sell	802 -74	-8%	-$23.7K	0.06%	114
2026 Q1	$265K	Buy	876 +8	+0.9%	+$2.68K	0.07%	107
2025 Q4	$321K	Hold	868	–	–	0.08%	99
2025 Q3	$288K	Hold	868	–	–	0.07%	104
2025 Q2	$277K	Hold	868	–	–	0.07%	105
2025 Q1	$234K	Hold	868	–	–	0.07%	109
2024 Q4	$258K	Hold	868	–	–	0.07%	103
2024 Q3	$235K	Hold	868	–	–	0.07%	105
2024 Q2	$201K	Buy	+868	New	+$201K	0.06%	107

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

DeDora Capital's AXP Position: Q2 2026 in Review

DeDora Capital reduced its American Express (AXP) stake by 8.4% in Q2 2026, selling an estimated $23.7K and leaving 802 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #114.

DeDora Capital first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $321K in Q4 2025. 804 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

DeDora Capital held 802 shares of American Express worth $271K as of Q2 2026.
DeDora Capital sold 74 American Express shares in Q2 2026, an estimated $23.7K.
American Express made up 0.06% of DeDora Capital's portfolio in Q2 2026, its #114 holding.
DeDora Capital first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
DeDora Capital's American Express position peaked at $321K in Q4 2025.
804 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.