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Golden State Equity Partners’s American Express AXP Stock Holding History

Golden State Equity Partners’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 		$112K Sell
332
-11,017
-97% -$3.53M 0.3% 48
2026
Q1 		$3.43M Buy
11,349
+7,957
+235% +$2.67M 0.26% 82
2025
Q4 		$1.25M Buy
3,392
+1,271
+60% +$455K 0.2% 107
2025
Q3 		$705K Buy
2,121
+958
+82% +$305K 0.12% 202
2025
Q2 		$371K Buy
1,163
+100
+9% +$28.1K 0.07% 297
2025
Q1 		$286K Sell
1,063
-13
-1% -$3.84K 0.06% 347
2024
Q4 		$319K Buy
1,076
+680
+172% +$195K 0.06% 323
2024
Q3 		$107K Sell
396
-1,086
-73% -$270K 0.06% 270
2024
Q2 		$343K Buy
+1,482
New +$343K 0.07% 295
2023
Q4 		$409K Buy
2,182
+255
+13% +$41K 0.1% 219
2023
Q3 		$287K Buy
1,927
+154
+9% +$25.2K 0.08% 261
2023
Q2 		$309K Buy
1,773
+529
+43% +$85.4K 0.09% 264
2023
Q1 		$205K Buy
+1,244
New +$206K 0.11% 201

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Golden State Equity Partners's AXP Position: Q2 2026 in Review

Golden State Equity Partners reduced its American Express (AXP) stake by 97% in Q2 2026, selling an estimated $3.53M and leaving 332 shares worth $112K. The position accounts for 0.3% of the portfolio, ranked #48.

Golden State Equity Partners first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.43M in Q1 2026. 1,424 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Golden State Equity Partners held 332 shares of American Express worth $112K as of Q2 2026.
  • Golden State Equity Partners sold 11,017 American Express shares in Q2 2026, an estimated $3.53M.
  • American Express made up 0.3% of Golden State Equity Partners's portfolio in Q2 2026, its #48 holding.
  • Golden State Equity Partners first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
  • Golden State Equity Partners's American Express position peaked at $3.43M in Q1 2026.
  • 1,424 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.