Ervin Investment Management’s American Express AXP Stock Holding History

Ervin 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	$1.18M	Sell	3,488 -383	-10%	-$123K	0.64%	27
2026 Q1	$1.17M	Sell	3,871 -85	-2%	-$28.5K	0.69%	25
2025 Q4	$1.46M	Sell	3,956 -190	-5%	-$68K	0.82%	22
2025 Q3	$1.38M	Sell	4,146 -120	-3%	-$38.2K	0.79%	24
2025 Q2	$1.36M	Hold	4,266	–	–	0.85%	23
2025 Q1	$1.15M	Hold	4,266	–	–	0.77%	23
2024 Q4	$1.27M	Sell	4,266 -125	-3%	-$35.9K	0.82%	21
2024 Q3	$1.19M	Sell	4,391 -90	-2%	-$22.4K	0.76%	23
2024 Q2	$1.04M	Hold	4,481	–	–	0.72%	23
2024 Q1	$1.02M	Hold	4,481	–	–	0.71%	24
2023 Q4	$840K	Hold	4,481	–	–	0.64%	24
2023 Q3	$669K	Buy	4,481 +16	+0.4%	+$2.62K	0.56%	24
2023 Q2	$778K	Sell	4,465 -40	-0.9%	-$6.45K	0.62%	26
2023 Q1	$732K	Hold	4,505	–	–	0.64%	26
2022 Q4	$666K	Hold	4,505	–	–	0.61%	25
2022 Q3	$608K	Sell	4,505 -560	-11%	-$84.8K	0.6%	24
2022 Q2	$706K	Hold	5,065	–	–	0.66%	23
2022 Q1	$961K	Hold	5,065	–	–	0.74%	22
2021 Q4	$829K	Buy	+5,065	New	+$864K	0.66%	23

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

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

Ervin Investment Management reduced its American Express (AXP) stake by 9.9% in Q2 2026, selling an estimated $123K and leaving 3,488 shares worth $1.18M. The position accounts for 0.64% of the portfolio, ranked #27.

Ervin Investment Management first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Ervin Investment Management held 3,488 shares of American Express worth $1.18M as of Q2 2026.
Ervin Investment Management sold 383 American Express shares in Q2 2026, an estimated $123K.
American Express made up 0.64% of Ervin Investment Management's portfolio in Q2 2026, its #27 holding.
Ervin Investment Management first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
Ervin Investment Management's American Express position peaked at $1.46M in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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