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Deroy & Devereaux Private Investment Counsel’s American Express AXP Stock Holding History

Deroy & Devereaux Private Investment Counsel’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 		$819K Sell
2,420
-200
-8% -$64K 0.03% 122
2026
Q1 		$792K Buy
2,620
+491
+23% +$165K 0.04% 118
2025
Q4 		$788K Buy
2,129
+150
+8% +$53.7K 0.04% 120
2025
Q3 		$657K Sell
1,979
-650
-25% -$207K 0.03% 124
2025
Q2 		$839K Buy
2,629
+250
+11% +$70.4K 0.05% 119
2025
Q1 		$640K Hold
2,379
– – 0.04% 121
2024
Q4 		$706K Buy
2,379
+29
+1% +$8.33K 0.04% 119
2024
Q3 		$637K Hold
2,350
– – 0.04% 122
2024
Q2 		$544K Hold
2,350
– – 0.03% 125
2024
Q1 		$535K Hold
2,350
– – 0.03% 131
2023
Q4 		$440K Buy
2,350
+150
+7% +$24.1K 0.03% 134
2023
Q3 		$328K Hold
2,200
– – 0.02% 151
2023
Q2 		$383K Hold
2,200
– – 0.03% 145
2023
Q1 		$363K Hold
2,200
– – 0.03% 117
2022
Q4 		$325K Buy
2,200
+500
+29% +$74.1K 0.03% 120
2022
Q3 		$229K Hold
1,700
– – 0.02% 130
2022
Q2 		$236K Sell
1,700
-200
-11% -$33K 0.02% 130
2022
Q1 		$355K Buy
1,900
+500
+36% +$90.3K 0.03% 124
2021
Q4 		$229K Hold
1,400
– – 0.02% 142
2021
Q3 		$235K Hold
1,400
– – 0.02% 140
2021
Q2 		$231K Buy
+1,400
New +$219K 0.02% 142

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's AXP Position: Q2 2026 in Review

Deroy & Devereaux Private Investment Counsel reduced its American Express (AXP) stake by 7.6% in Q2 2026, selling an estimated $64K and leaving 2,420 shares worth $819K. The position accounts for 0.03% of the portfolio, ranked #122.

Deroy & Devereaux Private Investment Counsel first reported a position in AXP in Q2 2021 and has held it in 21 quarters since. The position peaked at $839K in Q2 2025. 1,929 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Deroy & Devereaux Private Investment Counsel held 2,420 shares of American Express worth $819K as of Q2 2026.
  • Deroy & Devereaux Private Investment Counsel sold 200 American Express shares in Q2 2026, an estimated $64K.
  • American Express made up 0.03% of Deroy & Devereaux Private Investment Counsel's portfolio in Q2 2026, its #122 holding.
  • Deroy & Devereaux Private Investment Counsel first reported a position in American Express in Q2 2021 and has held it in 21 quarters since.
  • Deroy & Devereaux Private Investment Counsel's American Express position peaked at $839K in Q2 2025.
  • 1,929 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.