Gradient Investments’s American Express AXP Stock Holding History

Gradient Investments’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	$873K	Buy	2,580 +1,074	+71%	+$344K	0.01%	330
2026 Q1	$456K	Sell	1,506 -52	-3%	-$17.4K	0.01%	357
2025 Q4	$576K	Sell	1,558 -590	-27%	-$211K	0.01%	273
2025 Q3	$713K	Sell	2,148 -93	-4%	-$29.6K	0.01%	279
2025 Q2	$715K	Sell	2,241 -45,526	-95%	-$12.8M	0.01%	261
2025 Q1	$12.9M	Sell	47,767 -499	-1%	-$147K	0.26%	121
2024 Q4	$14.3M	Sell	48,266 -5,689	-11%	-$1.63M	0.29%	97
2024 Q3	$14.6M	Sell	53,955 -16,864	-24%	-$4.2M	0.3%	99
2024 Q2	$16.4M	Sell	70,819 -3,363	-5%	-$779K	0.37%	85
2024 Q1	$16.9M	Sell	74,182 -23,933	-24%	-$4.96M	0.39%	86
2023 Q4	$18.4M	Buy	98,115 +94,354	+2,509%	+$15.2M	0.44%	65
2023 Q3	$561K	Sell	3,761 -6	-0.2%	-$981	0.01%	215
2023 Q2	$656K	Sell	3,767 -34,285	-90%	-$5.53M	0.02%	198
2023 Q1	$6.28M	Buy	38,052 +7,010	+23%	+$1.16M	0.17%	132
2022 Q4	$4.59M	Sell	31,042 -2,068	-6%	-$306K	0.14%	140
2022 Q3	$4.47M	Buy	33,110 +2,839	+9%	+$430K	0.14%	141
2022 Q2	$4.2M	Sell	30,271 -1,606	-5%	-$265K	0.12%	147
2022 Q1	$5.96M	Sell	31,877 -6,858	-18%	-$1.24M	0.15%	137
2021 Q4	$6.34M	Sell	38,735 -15,280	-28%	-$2.61M	0.16%	139
2021 Q3	$9.05M	Buy	54,015 +2,217	+4%	+$371K	0.25%	117
2021 Q2	$8.56M	Buy	51,798 +917	+2%	+$144K	0.25%	115
2021 Q1	$7.2M	Sell	50,881 -2,579	-5%	-$341K	0.23%	118
2020 Q4	$5.36M	Sell	53,460 -336	-0.6%	-$37.2K	0.23%	97
2020 Q3	$5.39M	Sell	53,796 -84,364	-61%	-$8.3M	0.23%	98
2020 Q2	$13.2M	Buy	138,160 +105,625	+325%	+$9.73M	0.6%	39
2020 Q1	$2.79M	Buy	32,535 +9,459	+41%	+$1.1M	0.15%	114
2019 Q4	$2.87M	Buy	23,076 +9,038	+64%	+$1.08M	0.13%	113
2019 Q3	$1.66M	Buy	14,038 +3,298	+31%	+$404K	0.08%	140
2019 Q2	$1.33M	Buy	10,740 +7,496	+231%	+$880K	0.07%	165
2019 Q1	$355K	Buy	3,244 +2,248	+226%	+$236K	0.02%	202
2018 Q4	$95K	Buy	996 +238	+31%	+$24.9K	0.01%	270
2018 Q3	$81K	Hold	758	–	–	﹤0.01%	303
2018 Q2	$74K	Buy	758 +28	+4%	+$2.75K	﹤0.01%	296
2018 Q1	$68K	Sell	730 -40	-5%	-$3.88K	﹤0.01%	304
2017 Q4	$76K	Buy	+770	New	+$73.3K	﹤0.01%	304
2017 Q3	–	Sell	-703	Closed	-$59K	–	263
2017 Q2	$59K	Buy	703 +13	+2%	+$1.03K	﹤0.01%	296
2017 Q1	$55K	Sell	690 -149	-18%	-$11.6K	﹤0.01%	301
2016 Q4	$62K	Buy	839 +300	+56%	+$20.8K	0.01%	247
2016 Q3	$35K	Buy	539 +119	+28%	+$7.64K	﹤0.01%	292
2016 Q2	$26K	Hold	420	–	–	﹤0.01%	320
2016 Q1	$26K	Hold	420	–	–	﹤0.01%	319
2015 Q4	$29K	Hold	420	–	–	﹤0.01%	292
2015 Q3	$31K	Hold	420	–	–	﹤0.01%	267
2015 Q2	$33K	Sell	420 -130	-24%	-$10.3K	﹤0.01%	273
2015 Q1	$43K	Sell	550 -30	-5%	-$2.49K	0.01%	259
2014 Q4	$54K	Buy	580 +160	+38%	+$14.3K	0.01%	225
2014 Q3	$37K	Hold	420	–	–	0.01%	232
2014 Q2	$40K	Hold	420	–	–	0.01%	233
2014 Q1	$38K	Buy	420 +338	+412%	+$30.2K	0.01%	221
2013 Q4	$7K	Buy	+82	New	+$6.74K	﹤0.01%	401

Other funds holding AXP

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Gradient Investments's AXP Position: Q2 2026 in Review

Gradient Investments increased its American Express (AXP) stake by 71% in Q2 2026, buying an estimated $344K and bringing the position to 2,580 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #330.

Gradient Investments first reported a position in AXP in Q4 2013 and has held it in 50 quarters since. The position peaked at $18.4M in Q4 2023. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Gradient Investments held 2,580 shares of American Express worth $873K as of Q2 2026.
Gradient Investments bought 1,074 American Express shares in Q2 2026, an estimated $344K.
American Express made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #330 holding.
Gradient Investments first reported a position in American Express in Q4 2013 and has held it in 50 quarters since.
Gradient Investments's American Express position peaked at $18.4M in Q4 2023.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.