First United Bank & Trust’s American Express AXP Stock Holding History

First United Bank & Trust’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	$22K	Buy	65 +40	+160%	+$12.8K	0.01%	298
2026 Q1	$7.56K	Hold	25	–	–	﹤0.01%	334
2025 Q4	$9.25K	Sell	25 -40	-62%	-$14.3K	﹤0.01%	323
2025 Q3	$21.6K	Buy	65 +40	+160%	+$12.7K	0.01%	287
2025 Q2	$7.97K	Hold	25	–	–	﹤0.01%	319
2025 Q1	$6.73K	Hold	25	–	–	﹤0.01%	332
2024 Q4	$7.42K	Hold	25	–	–	﹤0.01%	322
2024 Q3	$6.78K	Hold	25	–	–	﹤0.01%	331
2024 Q2	$5.79K	Hold	25	–	–	﹤0.01%	355
2024 Q1	$5.69K	Hold	25	–	–	﹤0.01%	373
2023 Q4	$4.68K	Buy	+25	New	+$4.02K	﹤0.01%	394

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

First United Bank & Trust's AXP Position: Q2 2026 in Review

First United Bank & Trust increased its American Express (AXP) stake by 160% in Q2 2026, buying an estimated $12.8K and bringing the position to 65 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #298.

First United Bank & Trust first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

First United Bank & Trust held 65 shares of American Express worth $22K as of Q2 2026.
First United Bank & Trust bought 40 American Express shares in Q2 2026, an estimated $12.8K.
American Express made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #298 holding.
First United Bank & Trust first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.