E. Ohman J:or Asset Management’s American Express AXP Stock Holding History

E. Ohman J:or Asset 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	$6.36M	Hold	18,797	–	–	0.15%	86
2026 Q1	$5.69M	Sell	18,797 -650	-3%	-$218K	0.15%	89
2025 Q4	$7.19M	Sell	19,447 -4,349	-18%	-$1.56M	0.17%	79
2025 Q3	$7.9M	Hold	23,796	–	–	0.19%	69
2025 Q2	$7.59M	Sell	23,796 -524	-2%	-$147K	0.19%	68
2025 Q1	$6.54M	Sell	24,320 -1,650	-6%	-$488K	0.17%	73
2024 Q4	$7.71M	Buy	25,970 +2,570	+11%	+$738K	0.18%	70
2024 Q3	$6.35M	Sell	23,400 -1,200	-5%	-$299K	0.16%	77
2024 Q2	$5.7M	Buy	24,600 +1,000	+4%	+$232K	0.14%	82
2024 Q1	$5.37M	Sell	23,600 -1,300	-5%	-$270K	0.14%	83
2023 Q4	$4.66M	Sell	24,900 -4,100	-14%	-$660K	0.17%	75
2023 Q3	$4.33M	Buy	29,000 +100	+0.3%	+$16.4K	0.16%	82
2023 Q2	$5.03M	Buy	28,900 +800	+3%	+$129K	0.18%	77
2023 Q1	$4.64M	Buy	28,100 +800	+3%	+$133K	0.18%	84
2022 Q4	$4.03M	Sell	27,300 -900	-3%	-$133K	0.18%	85
2022 Q3	$3.8M	Sell	28,200 -900	-3%	-$136K	0.17%	87
2022 Q2	$4.03M	Sell	29,100 -400	-1%	-$66.1K	0.17%	78
2022 Q1	$5.52M	Sell	29,500 -3,600	-11%	-$650K	0.18%	80
2021 Q4	$5.42M	Buy	33,100 +2,200	+7%	+$375K	0.16%	93
2021 Q3	$5.18M	Buy	30,900 +2,200	+8%	+$368K	0.16%	90
2021 Q2	$4.74M	Buy	28,700 +600	+2%	+$94K	0.15%	95
2021 Q1	$3.97M	Sell	28,100 -1,100	-4%	-$145K	0.14%	91
2020 Q4	$3.53M	Buy	29,200 +100	+0.3%	+$11.1K	0.14%	96
2020 Q3	$2.92M	Buy	29,100 +2,100	+8%	+$207K	0.14%	90
2020 Q2	$2.57M	Buy	27,000 +2,700	+11%	+$249K	0.15%	90
2020 Q1	$2.08M	Sell	24,300 -10,900	-31%	-$1.27M	0.15%	87
2019 Q4	$4.38M	Buy	35,200 +17,200	+96%	+$2.06M	0.24%	63
2019 Q3	$2.13M	Buy	18,000 +900	+5%	+$110K	0.13%	97
2019 Q2	$2.11M	Sell	17,100 -2,900	-15%	-$341K	0.14%	88
2019 Q1	$2.19M	Sell	20,000 -1,200	-6%	-$126K	0.15%	88
2018 Q4	$2.02M	Sell	21,200 -2,900	-12%	-$303K	0.15%	88
2018 Q3	$2.57M	Sell	24,100 -8,200	-25%	-$853K	0.17%	96
2018 Q2	$3.17M	Buy	32,300 +11,100	+52%	+$1.09M	0.23%	80
2018 Q1	$1.98M	Sell	21,200 -1,300	-6%	-$126K	0.16%	91
2017 Q4	$2.23M	Buy	22,500 +1,900	+9%	+$181K	0.18%	84
2017 Q3	$1.86M	Buy	20,600 +400	+2%	+$34.4K	0.17%	92
2017 Q2	$1.7M	Hold	20,200	–	–	0.17%	92
2017 Q1	$1.6M	Buy	20,200 +2,600	+15%	+$203K	0.2%	101
2016 Q4	$1.3M	Hold	17,600	–	–	0.18%	102
2016 Q3	$1.13M	Buy	17,600 +1,600	+10%	+$103K	0.17%	107
2016 Q2	$972K	Hold	16,000	–	–	0.16%	111
2016 Q1	$982K	Sell	16,000 -2,500	-14%	-$145K	0.18%	104
2015 Q4	$1.29M	Hold	18,500	–	–	0.23%	90
2015 Q3	$1.37M	Hold	18,500	–	–	0.37%	59
2015 Q2	$1.44M	Sell	18,500 -1,400	-7%	-$111K	0.34%	64
2015 Q1	$1.55M	Hold	19,900	–	–	0.36%	64
2014 Q4	$1.88M	Sell	19,900 -4,750	-19%	-$426K	0.45%	50
2014 Q3	$2.16M	Hold	24,650	–	–	0.53%	39
2014 Q2	$2.34M	Hold	24,650	–	–	0.57%	38
2014 Q1	$2.22M	Sell	24,650 -2,450	-9%	-$219K	0.55%	37
2013 Q4	$2.43M	Sell	27,100 -1,600	-6%	-$131K	0.57%	36
2013 Q3	$2.17M	Buy	28,700 +1,200	+4%	+$90.3K	0.55%	34
2013 Q2	$2.06M	Buy	+27,500	New	+$1.96M	0.57%	33

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 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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

E. Ohman J:or Asset Management's AXP Position: Q2 2026 in Review

E. Ohman J:or Asset Management held its American Express (AXP) position steady in Q2 2026 at 18,797 shares worth $6.36M. The position accounts for 0.15% of the portfolio, ranked #86.

E. Ohman J:or Asset Management first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.9M in Q3 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

E. Ohman J:or Asset Management held 18,797 shares of American Express worth $6.36M as of Q2 2026.
E. Ohman J:or Asset Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.15% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #86 holding.
E. Ohman J:or Asset Management first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
E. Ohman J:or Asset Management's American Express position peaked at $7.9M in Q3 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.