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Ferguson Wellman Capital Management’s American Express AXP Stock Holding History

Ferguson Wellman Capital 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 		$2.54M Sell
7,495
-41
-0.5% -$13.1K 0.03% 160
2026
Q1 		$2.28M Sell
7,536
-709
-9% -$238K 0.03% 159
2025
Q4 		$3.05M Sell
8,245
-1,353
-14% -$484K 0.05% 116
2025
Q3 		$3.19M Sell
9,598
-591
-6% -$188K 0.05% 115
2025
Q2 		$3.25M Buy
10,189
+3,663
+56% +$1.03M 0.06% 113
2025
Q1 		$1.76M Buy
6,526
+997
+18% +$295K 0.03% 142
2024
Q4 		$1.64M Sell
5,529
-526
-9% -$151K 0.03% 150
2024
Q3 		$1.64M Buy
6,055
+50
+0.8% +$12.4K 0.03% 152
2024
Q2 		$1.39M Sell
6,005
-10
-0.2% -$2.32K 0.03% 155
2024
Q1 		$1.37M Buy
6,015
+195
+3% +$40.4K 0.03% 166
2023
Q4 		$1.09M Sell
5,820
-322
-5% -$51.8K 0.02% 185
2023
Q3 		$916K Buy
6,142
+12
+0.2% +$1.96K 0.02% 187
2023
Q2 		$1.07M Buy
6,130
+133
+2% +$21.5K 0.03% 189
2023
Q1 		$989K Hold
5,997
– – 0.02% 190
2022
Q4 		$886K Buy
5,997
+2,480
+71% +$367K 0.02% 198
2022
Q3 		$474K Hold
3,517
– – 0.02% 220
2022
Q2 		$488K Hold
3,517
– – 0.02% 225
2022
Q1 		$658K Hold
3,517
– – 0.02% 220
2021
Q4 		$575K Hold
3,517
– – 0.02% 228
2021
Q3 		$589K Hold
3,517
– – 0.02% 229
2021
Q2 		$581K Sell
3,517
-75
-2% -$11.7K 0.02% 225
2021
Q1 		$508K Sell
3,592
-2,080
-37% -$275K 0.02% 233
2020
Q4 		$686K Sell
5,672
-500
-8% -$55.4K 0.02% 254
2020
Q3 		$619K Sell
6,172
-22
-0.4% -$2.16K 0.02% 244
2020
Q2 		$590K Sell
6,194
-104
-2% -$9.57K 0.02% 233
2020
Q1 		$539K Buy
6,298
+52
+0.8% +$6.05K 0.02% 222
2019
Q4 		$778K Sell
6,246
-1,377
-18% -$165K 0.02% 233
2019
Q3 		$901K Buy
7,623
+404
+6% +$49.5K 0.03% 219
2019
Q2 		$891K Sell
7,219
-1
-0% -$117 0.03% 207
2019
Q1 		$789K Sell
7,220
-8,577
-54% -$901K 0.03% 216
2018
Q4 		$1.5M Sell
15,797
-400
-2% -$41.9K 0.06% 186
2018
Q3 		$1.72M Sell
16,197
-300
-2% -$31.2K 0.06% 169
2018
Q2 		$1.62M Sell
16,497
-9
-0.1% -$884 0.06% 175
2018
Q1 		$1.54M Sell
16,506
-421
-2% -$40.8K 0.05% 178
2017
Q4 		$1.68M Hold
16,927
– – 0.06% 175
2017
Q3 		$1.53M Sell
16,927
-130
-0.8% -$11.2K 0.06% 170
2017
Q2 		$1.44M Sell
17,057
-205
-1% -$16.2K 0.05% 169
2017
Q1 		$1.37M Sell
17,262
-892
-5% -$69.7K 0.05% 170
2016
Q4 		$1.34M Buy
18,154
+3,632
+25% +$251K 0.05% 174
2016
Q3 		$930K Sell
14,522
-1,550
-10% -$99.6K 0.04% 171
2016
Q2 		$977K Buy
16,072
+6,500
+68% +$412K 0.04% 173
2016
Q1 		$588K Sell
9,572
-565
-6% -$32.9K 0.03% 206
2015
Q4 		$705K Sell
10,137
-4,271
-30% -$311K 0.03% 220
2015
Q3 		$1.07M Buy
14,408
+41
+0.3% +$3.15K 0.05% 191
2015
Q2 		$1.12M Buy
14,367
+250
+2% +$19.8K 0.05% 198
2015
Q1 		$1.1M Sell
14,117
-940
-6% -$78.1K 0.05% 197
2014
Q4 		$1.4M Sell
15,057
-450
-3% -$40.3K 0.06% 191
2014
Q3 		$1.36M Sell
15,507
-221
-1% -$19.9K 0.06% 182
2014
Q2 		$1.49M Buy
15,728
+26
+0.2% +$2.34K 0.06% 180
2014
Q1 		$1.41M Hold
15,702
– – 0.06% 181
2013
Q4 		$1.42M Sell
15,702
-100
-0.6% -$8.21K 0.06% 173
2013
Q3 		$1.19M Buy
15,802
+2,700
+21% +$203K 0.06% 169
2013
Q2 		$980K Buy
+13,102
New +$932K 0.08% 97

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Ferguson Wellman Capital Management's AXP Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its American Express (AXP) stake by 0.54% in Q2 2026, selling an estimated $13.1K and leaving 7,495 shares worth $2.54M. The position accounts for 0.03% of the portfolio, ranked #160.

Ferguson Wellman Capital Management first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.25M in Q2 2025. 1,021 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Ferguson Wellman Capital Management held 7,495 shares of American Express worth $2.54M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 41 American Express shares in Q2 2026, an estimated $13.1K.
  • American Express made up 0.03% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #160 holding.
  • Ferguson Wellman Capital Management first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's American Express position peaked at $3.25M in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.