FFM
AXP icon

Forum Financial Management’s American Express AXP Stock Holding History

Forum Financial 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 		$937K Buy
2,770
+88
+3% +$28.2K 0.01% 138
2026
Q1 		$811K Sell
2,682
-5,364
-67% -$1.8M 0.01% 142
2025
Q4 		$2.98M Sell
8,046
-43
-0.5% -$15.4K 0.04% 110
2025
Q3 		$2.69M Buy
8,089
+145
+2% +$46.1K 0.04% 110
2025
Q2 		$2.53M Buy
7,944
+1,296
+19% +$365K 0.04% 102
2025
Q1 		$1.79M Buy
+6,648
New +$1.97M 0.03% 129
2024
Q4 		– Sell
-6,591
Closed -$1.79M – 924
2024
Q3 		$1.79M Buy
6,591
+1
+0% +$249 0.03% 117
2024
Q2 		$1.53M Sell
6,590
-362
-5% -$83.8K 0.03% 130
2024
Q1 		$1.58M Hold
6,952
– – 0.03% 146
2023
Q4 		$1.3M Sell
6,952
-227
-3% -$36.5K 0.02% 133
2023
Q3 		$1.07M Buy
7,179
+1,201
+20% +$196K 0.02% 148
2023
Q2 		$1.04M Buy
5,978
+483
+9% +$77.9K 0.02% 155
2023
Q1 		$906K Sell
5,495
-93
-2% -$15.4K 0.03% 153
2022
Q4 		$826K Buy
5,588
+103
+2% +$15.3K 0.03% 166
2022
Q3 		$740K Buy
5,485
+70
+1% +$10.6K 0.04% 150
2022
Q2 		$751K Buy
5,415
+300
+6% +$49.6K 0.04% 150
2022
Q1 		$956K Sell
5,115
-235
-4% -$42.4K 0.05% 130
2021
Q4 		$875K Buy
+5,350
New +$912K 0.05% 145

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
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Forum Financial Management's AXP Position: Q2 2026 in Review

Forum Financial Management increased its American Express (AXP) stake by 3.3% in Q2 2026, buying an estimated $28.2K and bringing the position to 2,770 shares worth $937K. The position accounts for 0.01% of the portfolio, ranked #138.

Forum Financial Management first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.98M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Forum Financial Management held 2,770 shares of American Express worth $937K as of Q2 2026.
  • Forum Financial Management bought 88 American Express shares in Q2 2026, an estimated $28.2K.
  • American Express made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #138 holding.
  • Forum Financial Management first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's American Express position peaked at $2.98M in Q4 2025.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.