First Western Trust Bank’s American Express AXP Stock Holding History

First Western Trust 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	$1.28M	Sell	3,784 -1,695	-31%	-$543K	0.06%	86
2026 Q1	$1.66M	Sell	5,479 -581	-10%	-$195K	0.08%	70
2025 Q4	$2.24M	Buy	6,060 +2,283	+60%	+$817K	0.11%	60
2025 Q3	$1.25M	Sell	3,777 -15	-0.4%	-$4.77K	0.06%	79
2025 Q2	$1.21M	Buy	3,792 +7	+0.2%	+$1.97K	0.05%	79
2025 Q1	$1.02M	Sell	3,785 -34	-0.9%	-$10.1K	0.05%	83
2024 Q4	$1.13M	Buy	3,819 +12	+0.3%	+$3.45K	0.05%	83
2024 Q3	$1.03M	Sell	3,807 -114	-3%	-$28.4K	0.05%	87
2024 Q2	$908K	Hold	3,921	–	–	0.04%	88
2024 Q1	$893K	Sell	3,921 -85	-2%	-$17.6K	0.04%	94
2023 Q4	$750K	Sell	4,006 -7	-0.2%	-$1.13K	0.04%	101
2023 Q3	$599K	Sell	4,013 -47	-1%	-$7.69K	0.03%	109
2023 Q2	$707K	Sell	4,060 -234	-5%	-$37.8K	0.03%	107
2023 Q1	$708K	Buy	4,294 +104	+2%	+$17.3K	0.04%	109
2022 Q4	$619K	Buy	4,190 +795	+23%	+$118K	0.04%	110
2022 Q3	$458K	Buy	3,395 +232	+7%	+$35.1K	0.03%	113
2022 Q2	$441K	Sell	3,163 -124	-4%	-$20.5K	0.03%	116
2022 Q1	$624K	Buy	+3,287	New	+$594K	0.03%	111

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

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

First Western Trust Bank reduced its American Express (AXP) stake by 31% in Q2 2026, selling an estimated $543K and leaving 3,784 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #86.

First Western Trust Bank first reported a position in AXP in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.24M in Q4 2025. 1,324 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

First Western Trust Bank held 3,784 shares of American Express worth $1.28M as of Q2 2026.
First Western Trust Bank sold 1,695 American Express shares in Q2 2026, an estimated $543K.
American Express made up 0.06% of First Western Trust Bank's portfolio in Q2 2026, its #86 holding.
First Western Trust Bank first reported a position in American Express in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's American Express position peaked at $2.24M in Q4 2025.
1,324 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.