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Fruth Investment Management’s American Express AXP Stock Holding History

Fruth Investment 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 		$3.6M Sell
10,630
-240
-2% -$76.8K 0.85% 34
2026
Q1 		$3.29M Sell
10,870
-110
-1% -$36.9K 0.82% 37
2025
Q4 		$4.06M Hold
10,980
– – 1.1% 27
2025
Q3 		$3.65M Sell
10,980
-230
-2% -$73.2K 0.99% 31
2025
Q2 		$3.58M Sell
11,210
-20
-0.2% -$5.63K 0.97% 30
2025
Q1 		$3.02M Hold
11,230
– – 0.84% 32
2024
Q4 		$3.33M Sell
11,230
-120
-1% -$34.5K 0.92% 29
2024
Q3 		$3.08M Sell
11,350
-200
-2% -$49.8K 0.8% 36
2024
Q2 		$2.67M Hold
11,550
– – 0.73% 41
2024
Q1 		$2.63M Hold
11,550
– – 0.67% 48
2023
Q4 		$2.16M Hold
11,550
– – 0.61% 53
2023
Q3 		$1.72M Sell
11,550
-100
-0.9% -$16.4K 0.51% 65
2023
Q2 		$2.03M Sell
11,650
-100
-0.9% -$16.1K 0.58% 58
2023
Q1 		$1.94M Hold
11,750
– – 0.56% 60
2022
Q4 		$1.74M Sell
11,750
-50
-0.4% -$7.41K 0.51% 66
2022
Q3 		$1.59M Hold
11,800
– – 0.53% 62
2022
Q2 		$2.24M Sell
11,800
-115
-1% -$19K 0.61% 51
2022
Q1 		$2.23M Sell
11,915
-50
-0.4% -$9.03K 0.62% 51
2021
Q4 		$1.96M Sell
11,965
-35
-0.3% -$5.97K 0.54% 59
2021
Q3 		$2.01M Hold
12,000
– – 0.62% 54
2021
Q2 		$1.98M Buy
12,000
+100
+0.8% +$15.7K 0.59% 57
2021
Q1 		$1.68M Hold
11,900
– – 0.53% 63
2020
Q4 		$1.44M Sell
11,900
-300
-2% -$33.2K 0.5% 63
2020
Q3 		$1.22M Sell
12,200
-550
-4% -$54.1K 0.49% 62
2020
Q2 		$1.21M Buy
12,750
+900
+8% +$82.9K 0.51% 59
2020
Q1 		$1.01M Sell
11,850
-200
-2% -$23.3K 0.52% 58
2019
Q4 		$1.5M Hold
12,050
– – 0.57% 60
2019
Q3 		$1.43M Buy
12,050
+100
+0.8% +$12.3K 0.57% 60
2019
Q2 		$1.48M Hold
11,950
– – 0.59% 58
2019
Q1 		$1.31M Sell
11,950
-410
-3% -$43.1K 0.55% 64
2018
Q4 		$1.18M Hold
12,360
– – 0.56% 64
2018
Q3 		$1.32M Sell
12,360
-300
-2% -$31.2K 0.53% 64
2018
Q2 		$1.24M Hold
12,660
– – 0.53% 66
2018
Q1 		$1.18M Hold
12,660
– – 0.52% 67
2017
Q4 		$1.26M Sell
12,660
-200
-2% -$19K 0.53% 63
2017
Q3 		$1.16M Hold
12,860
– – 0.53% 67
2017
Q2 		$1.08M Hold
12,860
– – 0.51% 66
2017
Q1 		$1.02M Hold
12,860
– – 0.47% 75
2016
Q4 		$952K Sell
12,860
-100
-0.8% -$6.92K 0.43% 81
2016
Q3 		$829K Sell
12,960
-700
-5% -$45K 0.41% 85
2016
Q2 		$829K Buy
13,660
+210
+2% +$13.3K 0.39% 84
2016
Q1 		$825K Sell
13,450
-100
-0.7% -$5.82K 0.41% 82
2015
Q4 		$942K Hold
13,550
– – 0.48% 67
2015
Q3 		$1M Sell
13,550
-100
-0.7% -$7.69K 0.52% 63
2015
Q2 		$1.06M Sell
13,650
-600
-4% -$47.6K 0.5% 66
2015
Q1 		$1.11M Sell
14,250
-1,135
-7% -$94.3K 0.48% 68
2014
Q4 		$1.43M Hold
15,385
– – 0.61% 54
2014
Q3 		$1.35M Hold
15,385
– – 0.59% 55
2014
Q2 		$1.47M Hold
15,385
– – 0.67% 47
2014
Q1 		$1.33M Sell
15,385
-100
-0.6% -$8.93K 0.63% 49
2013
Q4 		$1.4M Sell
15,485
-200
-1% -$16.4K 0.67% 48
2013
Q3 		$1.18M Buy
15,685
+635
+4% +$47.8K 0.62% 50
2013
Q2 		$1.13M Buy
+15,050
New +$1.07M 0.64% 49

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
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Fruth Investment Management's AXP Position: Q2 2026 in Review

Fruth Investment Management reduced its American Express (AXP) stake by 2.2% in Q2 2026, selling an estimated $76.8K and leaving 10,630 shares worth $3.6M. The position accounts for 0.85% of the portfolio, ranked #34.

Fruth Investment Management first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.06M in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Fruth Investment Management held 10,630 shares of American Express worth $3.6M as of Q2 2026.
  • Fruth Investment Management sold 240 American Express shares in Q2 2026, an estimated $76.8K.
  • American Express made up 0.85% of Fruth Investment Management's portfolio in Q2 2026, its #34 holding.
  • Fruth Investment Management first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • Fruth Investment Management's American Express position peaked at $4.06M in Q4 2025.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Fruth Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.