Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’s American Express AXP Stock Holding History

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’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	$1.45M	Buy	4,300 +300	+8%	+$96.1K	0.58%	52
2026 Q1	$1.21M	Sell	4,000 -500	-11%	-$168K	0.62%	55
2025 Q4	$1.66M	Hold	4,500	–	–	0.81%	39
2025 Q3	$1.49M	Sell	4,500 -500	-10%	-$159K	0.79%	39
2025 Q2	$1.59M	Buy	5,000 +500	+11%	+$141K	0.83%	35
2025 Q1	$1.21M	Buy	4,500 +600	+15%	+$177K	0.77%	45
2024 Q4	$1.16M	Sell	3,900 -700	-15%	-$201K	0.67%	55
2024 Q3	$1.25M	Hold	4,600	–	–	0.79%	46
2024 Q2	$1.07M	Hold	4,600	–	–	0.69%	52
2024 Q1	$1.05M	Sell	4,600 -1,170	-20%	-$243K	0.72%	53
2023 Q4	$1.08M	Hold	5,770	–	–	0.9%	38
2023 Q3	$1.08M	Buy	5,770 +2,900	+101%	+$474K	0.9%	38
2023 Q2	$500K	Buy	2,870 +100	+4%	+$16.1K	0.44%	65
2023 Q1	$457K	Buy	+2,770	New	+$460K	0.47%	64

Other funds holding AXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s AXP Position: Q2 2026 in Review

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) increased its American Express (AXP) stake by 7.5% in Q2 2026, buying an estimated $96.1K and bringing the position to 4,300 shares worth $1.45M. The position accounts for 0.58% of the portfolio, ranked #52.

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.66M in Q4 2025. 2,440 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) held 4,300 shares of American Express worth $1.45M as of Q2 2026.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) bought 300 American Express shares in Q2 2026, an estimated $96.1K.
American Express made up 0.58% of Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s portfolio in Q2 2026, its #52 holding.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s American Express position peaked at $1.66M in Q4 2025.
2,440 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s 13F filing for Q2 2026, filed 22 Jul 2026.