Epoch Investment Partners’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $99.2M | Sell |
293,381
-55,745
| -16% | -$17.8M | 0.56% | 59 |
|
|
2026
Q1 | $106M | Sell |
349,126
-141,639
| -29% | -$47.5M | 0.64% | 59 |
|
|
2025
Q4 | $182M | Sell |
490,765
-44,635
| -8% | -$16M | 1.03% | 17 |
|
|
2025
Q3 | $178M | Sell |
535,400
-149,731
| -22% | -$47.6M | 0.98% | 19 |
|
|
2025
Q2 | $219M | Sell |
685,131
-13,894
| -2% | -$3.91M | 1.13% | 14 |
|
|
2025
Q1 | $188M | Sell |
699,025
-95,505
| -12% | -$28.2M | 0.98% | 21 |
|
|
2024
Q4 | $236M | Sell |
794,530
-139,198
| -15% | -$40M | 1.14% | 14 |
|
|
2024
Q3 | $253M | Sell |
933,728
-70,297
| -7% | -$17.5M | 1.13% | 12 |
|
|
2024
Q2 | $232M | Sell |
1,004,025
-42,879
| -4% | -$9.93M | 1.06% | 15 |
|
|
2024
Q1 | $238M | Buy |
1,046,904
+87,331
| +9% | +$18.1M | 1.06% | 10 |
|
|
2023
Q4 | $180M | Buy |
959,573
+309,241
| +48% | +$49.8M | 0.82% | 19 |
|
|
2023
Q3 | $97M | Buy |
650,332
+2,266
| +0.3% | +$371K | 0.62% | 47 |
|
|
2023
Q2 | $113M | Buy |
648,066
+85,423
| +15% | +$13.8M | 0.65% | 38 |
|
|
2023
Q1 | $92.8M | Buy |
562,643
+169,289
| +43% | +$28.1M | 0.55% | 55 |
|
|
2022
Q4 | $58.1M | Buy |
393,354
+161,250
| +69% | +$23.9M | 0.35% | 96 |
|
|
2022
Q3 | $31.3M | Buy |
232,104
+51,743
| +29% | +$7.83M | 0.2% | 155 |
|
|
2022
Q2 | $25M | Sell |
180,361
-16,187
| -8% | -$2.67M | 0.15% | 188 |
|
|
2022
Q1 | $36.8M | Buy |
196,548
+19,090
| +11% | +$3.45M | 0.18% | 162 |
|
|
2021
Q4 | $29M | Sell |
177,458
-43,870
| -20% | -$7.48M | 0.15% | 178 |
|
|
2021
Q3 | $37.1M | Sell |
221,328
-11,708
| -5% | -$1.96M | 0.21% | 145 |
|
|
2021
Q2 | $38.5M | Sell |
233,036
-129,299
| -36% | -$20.3M | 0.21% | 144 |
|
|
2021
Q1 | $51.2M | Buy |
362,335
+79,142
| +28% | +$10.5M | 0.24% | 129 |
|
|
2020
Q4 | $34.2M | Buy |
283,193
+114,005
| +67% | +$12.6M | 0.16% | 147 |
|
|
2020
Q3 | $17M | Sell |
169,188
-108,106
| -39% | -$10.6M | 0.08% | 177 |
|
|
2020
Q2 | $26.4M | Buy |
277,294
+16,177
| +6% | +$1.49M | 0.14% | 147 |
|
|
2020
Q1 | $22.4M | Buy |
261,117
+120,332
| +85% | +$14M | 0.14% | 138 |
|
|
2019
Q4 | $17.5M | Buy |
140,785
+81,893
| +139% | +$9.79M | 0.08% | 168 |
|
|
2019
Q3 | $6.96M | Sell |
58,892
-261
| -0.4% | -$32K | 0.03% | 212 |
|
|
2019
Q2 | $7.3M | Buy |
59,153
+2,916
| +5% | +$342K | 0.03% | 211 |
|
|
2019
Q1 | $6.15M | Buy |
56,237
+2,490
| +5% | +$262K | 0.03% | 238 |
|
|
2018
Q4 | $5.12M | Buy |
53,747
+1,355
| +3% | +$142K | 0.02% | 240 |
|
|
2018
Q3 | $5.58M | Hold |
52,392
| – | – | 0.02% | 246 |
|
|
2018
Q2 | $5.13K | Buy |
52,392
+185
| +0.4% | +$18.2K | 0.02% | 252 |
|
|
2018
Q1 | $4.87M | Buy |
52,207
+164
| +0.3% | +$15.9K | 0.02% | 247 |
|
|
2017
Q4 | $5.17M | Buy |
52,043
+518
| +1% | +$49.3K | 0.02% | 246 |
|
|
2017
Q3 | $4.66M | Buy |
51,525
+16,754
| +48% | +$1.44M | 0.02% | 252 |
|
|
2017
Q2 | $2.93M | Sell |
34,771
-256,693
| -88% | -$20.3M | 0.01% | 260 |
|
|
2017
Q1 | $23.1M | Buy |
+291,464
| New | +$22.8M | 0.08% | 179 |
|
|
2015
Q3 | – | Sell |
-1,308,736
| Closed | -$102M | – | 264 |
|
|
2015
Q2 | $102M | Sell |
1,308,736
-77,567
| -6% | -$6.15M | 0.38% | 90 |
|
|
2015
Q1 | $108M | Buy |
1,386,303
+208,646
| +18% | +$17.3M | 0.41% | 82 |
|
|
2014
Q4 | $110M | Sell |
1,177,657
-49,133
| -4% | -$4.4M | 0.4% | 81 |
|
|
2014
Q3 | $107M | Buy |
1,226,790
+68,191
| +6% | +$6.14M | 0.42% | 82 |
|
|
2014
Q2 | $110M | Buy |
1,158,599
+2,730
| +0.2% | +$246K | 0.43% | 79 |
|
|
2014
Q1 | $104M | Buy |
1,155,869
+215,538
| +23% | +$19.3M | 0.42% | 83 |
|
|
2013
Q4 | $85.3M | Sell |
940,331
-599,224
| -39% | -$49.2M | 0.36% | 91 |
|
|
2013
Q3 | $116M | Buy |
1,539,555
+2,386
| +0.2% | +$180K | 0.52% | 72 |
|
|
2013
Q2 | $115M | Buy |
+1,537,169
| New | +$109M | 0.57% | 66 |
|
Other funds holding AXP
Epoch Investment Partners's AXP Position: Q2 2026 in Review
Epoch Investment Partners reduced its American Express (AXP) stake by 16% in Q2 2026, selling an estimated $17.8M and leaving 293,381 shares worth $99.2M. The position accounts for 0.56% of the portfolio, ranked #59.
Epoch Investment Partners first reported a position in AXP in Q2 2013 and has held it in 47 quarters since. The position peaked at $253M in Q3 2024. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Epoch Investment Partners held 293,381 shares of American Express worth $99.2M as of Q2 2026.
- Epoch Investment Partners sold 55,745 American Express shares in Q2 2026, an estimated $17.8M.
- American Express made up 0.56% of Epoch Investment Partners's portfolio in Q2 2026, its #59 holding.
- Epoch Investment Partners first reported a position in American Express in Q2 2013 and has held it in 47 quarters since.
- Epoch Investment Partners's American Express position peaked at $253M in Q3 2024.
- 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.