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DLK Investment Management’s American Express AXP Stock Holding History

DLK Investment 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 		– Sell
-794
Closed -$240K – 98
2026
Q1 		$240K Hold
794
– – 0.1% 68
2025
Q4 		$294K Sell
794
-25
-3% -$8.95K 0.11% 66
2025
Q3 		$272K Sell
819
-50
-6% -$15.9K 0.1% 66
2025
Q2 		$277K Buy
869
+32
+4% +$9.01K 0.1% 67
2025
Q1 		$225K Hold
837
– – 0.09% 62
2024
Q4 		$248K Buy
+837
New +$240K 0.1% 64

Other funds holding AXP

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
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

DLK Investment Management's AXP Position: Q2 2026 in Review

DLK Investment Management sold out of American Express (AXP) in Q2 2026, closing a stake of 794 shares — an estimated $240K sold.

DLK Investment Management first reported a position in AXP in Q4 2024 and held it in 6 quarters. The position peaked at $294K in Q4 2025. 769 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • DLK Investment Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • DLK Investment Management sold 794 American Express shares in Q2 2026, an estimated $240K.
  • DLK Investment Management first reported a position in American Express in Q4 2024 and held it in 6 quarters.
  • DLK Investment Management's American Express position peaked at $294K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.