GIM
AXP icon

Goelzer Investment Management’s American Express AXP Stock Holding History

Goelzer 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 		$4.08M Sell
12,070
-1,169
-9% -$374K 0.18% 98
2026
Q1 		$4M Sell
13,239
-355
-3% -$119K 0.19% 103
2025
Q4 		$5.03M Sell
13,594
-237
-2% -$84.8K 0.23% 86
2025
Q3 		$4.59M Sell
13,831
-183
-1% -$58.2K 0.24% 91
2025
Q2 		$4.47M Sell
14,014
-142
-1% -$40K 0.24% 90
2025
Q1 		$3.81M Sell
14,156
-195
-1% -$57.6K 0.22% 98
2024
Q4 		$4.26M Sell
14,351
-558
-4% -$160K 0.25% 92
2024
Q3 		$4.04M Sell
14,909
-461
-3% -$115K 0.22% 102
2024
Q2 		$3.56M Sell
15,370
-350
-2% -$81.1K 0.2% 104
2024
Q1 		$3.58M Sell
15,720
-2,421
-13% -$502K 0.2% 104
2023
Q4 		$3.4M Sell
18,141
-1,267
-7% -$204K 0.22% 101
2023
Q3 		$2.9M Sell
19,408
-265
-1% -$43.3K 0.2% 105
2023
Q2 		$3.43M Sell
19,673
-1,574
-7% -$254K 0.29% 98
2023
Q1 		$3.5M Sell
21,247
-6,168
-22% -$1.02M 0.3% 95
2022
Q4 		$4.05M Sell
27,415
-1,502
-5% -$223K 0.35% 84
2022
Q3 		$3.9M Sell
28,917
-161
-0.6% -$24.4K 0.39% 81
2022
Q2 		$4.03M Buy
29,078
+100
+0.3% +$16.5K 0.39% 78
2022
Q1 		$5.42M Sell
28,978
-1,221
-4% -$221K 0.47% 65
2021
Q4 		$4.94M Sell
30,199
-222
-0.7% -$37.9K 0.4% 73
2021
Q3 		$5.1M Sell
30,421
-4,018
-12% -$672K 0.45% 70
2021
Q2 		$5.69M Sell
34,439
-426
-1% -$66.7K 0.47% 66
2021
Q1 		$4.93M Sell
34,865
-2,195
-6% -$290K 0.43% 73
2020
Q4 		$4.48M Sell
37,060
-6,330
-15% -$701K 0.41% 85
2020
Q3 		$4.35M Sell
43,390
-246
-0.6% -$24.2K 0.4% 78
2020
Q2 		$4.15M Sell
43,636
-84
-0.2% -$7.73K 0.4% 78
2020
Q1 		$3.74M Sell
43,720
-411
-0.9% -$47.8K 0.43% 71
2019
Q4 		$5.49M Sell
44,131
-509
-1% -$60.8K 0.47% 65
2019
Q3 		$5.28M Buy
44,640
+292
+0.7% +$35.8K 0.48% 69
2019
Q2 		$5.47M Sell
44,348
-8,772
-17% -$1.03M 0.5% 64
2019
Q1 		$5.81M Buy
53,120
+7,649
+17% +$804K 0.55% 55
2018
Q4 		$4.33M Hold
45,471
– – 0.56% 70
2018
Q3 		$4.84M Sell
45,471
-410
-0.9% -$42.6K 0.54% 77
2018
Q2 		$4.5M Sell
45,881
-408
-0.9% -$40.1K 0.52% 81
2018
Q1 		$4.32M Sell
46,289
-2,276
-5% -$220K 0.52% 84
2017
Q4 		$4.82M Sell
48,565
-2,045
-4% -$195K 0.54% 80
2017
Q3 		$4.58M Sell
50,610
-14,119
-22% -$1.21M 0.54% 78
2017
Q2 		$5.45M Buy
64,729
+1,090
+2% +$86.2K 0.67% 51
2017
Q1 		$5.03M Buy
63,639
+500
+0.8% +$39.1K 0.63% 57
2016
Q4 		$4.68M Buy
63,139
+7,769
+14% +$538K 0.61% 61
2016
Q3 		$3.55M Buy
55,370
+11,080
+25% +$712K 0.48% 86
2016
Q2 		$2.69M Buy
44,290
+2,848
+7% +$180K 0.37% 112
2016
Q1 		$2.54M Buy
41,442
+1,827
+5% +$106K 0.36% 116
2015
Q4 		$2.75M Buy
39,615
+20,800
+111% +$1.51M 0.4% 108
2015
Q3 		$1.4M Buy
18,815
+685
+4% +$52.7K 0.22% 137
2015
Q2 		$1.41M Buy
+18,130
New +$1.44M 0.21% 137

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

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

Goelzer Investment Management reduced its American Express (AXP) stake by 8.8% in Q2 2026, selling an estimated $374K and leaving 12,070 shares worth $4.08M. The position accounts for 0.18% of the portfolio, ranked #98.

Goelzer Investment Management first reported a position in AXP in Q2 2015 and has held it in 45 quarters since. The position peaked at $5.81M in Q1 2019. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Goelzer Investment Management held 12,070 shares of American Express worth $4.08M as of Q2 2026.
  • Goelzer Investment Management sold 1,169 American Express shares in Q2 2026, an estimated $374K.
  • American Express made up 0.18% of Goelzer Investment Management's portfolio in Q2 2026, its #98 holding.
  • Goelzer Investment Management first reported a position in American Express in Q2 2015 and has held it in 45 quarters since.
  • Goelzer Investment Management's American Express position peaked at $5.81M in Q1 2019.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.