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Essex Savings Bank’s American Express AXP Stock Holding History

Essex Savings Bank’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 		$716K Sell
2,118
-1
-0% -$320 0.15% 135
2026
Q1 		$641K Sell
2,119
-522
-20% -$175K 0.14% 137
2025
Q4 		$977K Sell
2,641
-161
-6% -$57.6K 0.21% 102
2025
Q3 		$931K Sell
2,802
-98
-3% -$31.2K 0.21% 100
2025
Q2 		$925K Buy
2,900
+38
+1% +$10.7K 0.22% 94
2025
Q1 		$770K Sell
2,862
-86
-3% -$25.4K 0.19% 112
2024
Q4 		$875K Buy
2,948
+48
+2% +$13.8K 0.22% 94
2024
Q3 		$786K Sell
2,900
-111
-4% -$27.6K 0.2% 109
2024
Q2 		$697K Sell
3,011
-110
-4% -$25.5K 0.19% 113
2024
Q1 		$585K Hold
3,121
– – 0.17% 123
2023
Q4 		$585K Buy
3,121
+395
+14% +$63.6K 0.17% 123
2023
Q3 		$407K Buy
2,726
+5
+0.2% +$818 0.14% 135
2023
Q2 		$474K Buy
2,721
+470
+21% +$75.8K 0.16% 126
2023
Q1 		$371K Sell
2,251
-13
-0.6% -$2.16K 0.13% 145
2022
Q4 		$335K Buy
2,264
+18
+0.8% +$2.67K 0.12% 159
2022
Q3 		$303K Buy
2,246
+165
+8% +$25K 0.12% 155
2022
Q2 		$289K Sell
2,081
-39
-2% -$6.44K 0.11% 163
2022
Q1 		$396K Buy
2,120
+13
+0.6% +$2.35K 0.13% 141
2021
Q4 		$345K Sell
2,107
-46
-2% -$7.84K 0.12% 157
2021
Q3 		$357K Sell
2,153
-15
-0.7% -$2.51K 0.13% 153
2021
Q2 		$348K Hold
2,168
– – 0.13% 151
2021
Q1 		$293K Hold
2,168
– – 0.13% 155
2020
Q4 		$262K Sell
2,168
-66
-3% -$7.31K 0.12% 161
2020
Q3 		$224K Hold
2,234
– – 0.11% 171
2020
Q2 		$212K Buy
+2,234
New +$206K 0.13% 152
2020
Q1 		– Sell
-3,587
Closed -$447K – 147
2019
Q4 		$447K Buy
3,587
+25
+0.7% +$2.99K 0.23% 106
2019
Q3 		$421K Sell
3,562
-2,000
-36% -$245K 0.22% 99
2019
Q2 		$686K Buy
5,562
+3,259
+142% +$383K 0.24% 91
2019
Q1 		$252K Hold
2,303
– – 0.14% 122
2018
Q4 		$220K Buy
+2,303
New +$241K 0.14% 123

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 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

Essex Savings Bank's AXP Position: Q2 2026 in Review

Essex Savings Bank reduced its American Express (AXP) stake by 0.05% in Q2 2026, selling an estimated $320 and leaving 2,118 shares worth $716K. The position accounts for 0.15% of the portfolio, ranked #135.

Essex Savings Bank first reported a position in AXP in Q4 2018 and has held it in 30 quarters since. The position peaked at $977K in Q4 2025. 947 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Essex Savings Bank held 2,118 shares of American Express worth $716K as of Q2 2026.
  • Essex Savings Bank sold 1 American Express share in Q2 2026, an estimated $320.
  • American Express made up 0.15% of Essex Savings Bank's portfolio in Q2 2026, its #135 holding.
  • Essex Savings Bank first reported a position in American Express in Q4 2018 and has held it in 30 quarters since.
  • Essex Savings Bank's American Express position peaked at $977K in Q4 2025.
  • 947 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.