Five Oceans Advisors’s American Express AXP Stock Holding History

Five Oceans Advisors’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	$462K	Sell	1,366 -6	-0.4%	-$1.92K	0.15%	88
2026 Q1	$415K	Sell	1,372 -13	-0.9%	-$4.36K	0.15%	80
2025 Q4	$512K	Hold	1,385	–	–	0.18%	64
2025 Q3	$460K	Sell	1,385 -59	-4%	-$18.8K	0.17%	71
2025 Q2	$461K	Buy	1,444 +29	+2%	+$8.16K	0.2%	70
2025 Q1	$381K	Buy	1,415 +18	+1%	+$5.32K	0.18%	75
2024 Q4	$415K	Sell	1,397 -68	-5%	-$19.5K	0.19%	73
2024 Q3	$397K	Buy	1,465 +4	+0.3%	+$996	0.19%	81
2024 Q2	$338K	Sell	1,461 -70	-5%	-$16.2K	0.18%	95
2024 Q1	$349K	Sell	1,531 -85	-5%	-$17.6K	0.18%	100
2023 Q4	$303K	Sell	1,616 -5	-0.3%	-$805	0.17%	106
2023 Q3	$242K	Sell	1,621 -1	-0.1%	-$164	0.16%	116
2023 Q2	$283K	Buy	1,622 +119	+8%	+$19.2K	0.18%	102
2023 Q1	$248K	Buy	1,503 +34	+2%	+$5.64K	0.16%	117
2022 Q4	$217K	Sell	1,469 -137	-9%	-$20.3K	0.15%	128
2022 Q3	$217K	Buy	+1,606	New	+$243K	0.17%	115

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

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Five Oceans Advisors's AXP Position: Q2 2026 in Review

Five Oceans Advisors reduced its American Express (AXP) stake by 0.44% in Q2 2026, selling an estimated $1.92K and leaving 1,366 shares worth $462K. The position accounts for 0.15% of the portfolio, ranked #88.

Five Oceans Advisors first reported a position in AXP in Q3 2022 and has held it in 16 quarters since. The position peaked at $512K in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Five Oceans Advisors held 1,366 shares of American Express worth $462K as of Q2 2026.
Five Oceans Advisors sold 6 American Express shares in Q2 2026, an estimated $1.92K.
American Express made up 0.15% of Five Oceans Advisors's portfolio in Q2 2026, its #88 holding.
Five Oceans Advisors first reported a position in American Express in Q3 2022 and has held it in 16 quarters since.
Five Oceans Advisors's American Express position peaked at $512K in Q4 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.