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Great Diamond Partners’s American Express AXP Stock Holding History

Great Diamond 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 		$1.26M Sell
3,713
-21
-0.6% -$6.72K 0.22% 107
2026
Q1 		$1.13M Sell
3,734
-4
-0.1% -$1.34K 0.22% 106
2025
Q4 		$1.38M Sell
3,738
-73
-2% -$26.1K 0.27% 92
2025
Q3 		$1.27M Buy
3,811
+15
+0.4% +$4.77K 0.25% 96
2025
Q2 		$1.21M Buy
3,796
+2,477
+188% +$697K 0.26% 91
2025
Q1 		$355K Buy
1,319
+2
+0.2% +$591 0.1% 131
2024
Q4 		$391K Buy
1,317
+1
+0.1% +$287 0.1% 126
2024
Q3 		$357K Buy
1,316
+1
+0.1% +$249 0.09% 134
2024
Q2 		$304K Sell
1,315
-19
-1% -$4.4K 0.07% 168
2024
Q1 		$304K Sell
1,334
-133
-9% -$27.6K 0.07% 179
2023
Q4 		$275K Sell
1,467
-25
-2% -$4.02K 0.07% 190
2023
Q3 		$223K Buy
1,492
+15
+1% +$2.45K 0.06% 209
2023
Q2 		$257K Sell
1,477
-10
-0.7% -$1.61K 0.07% 189
2023
Q1 		$245K Sell
1,487
-68
-4% -$11.3K 0.07% 191
2022
Q4 		$230K Buy
1,555
+12
+0.8% +$1.78K 0.07% 196
2022
Q3 		$208K Sell
1,543
-458
-23% -$69.3K 0.07% 193
2022
Q2 		$277K Sell
2,001
-131
-6% -$21.6K 0.09% 172
2022
Q1 		$398K Sell
2,132
-62
-3% -$11.2K 0.11% 145
2021
Q4 		$358K Buy
2,194
+129
+6% +$22K 0.09% 162
2021
Q3 		$345K Buy
+2,065
New +$345K 0.09% 153
2020
Q1 		– Sell
-1,093
Closed -$136K – 160
2019
Q4 		$136K Buy
+1,093
New +$131K 0.05% 190

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
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Great Diamond Partners's AXP Position: Q2 2026 in Review

Great Diamond Partners reduced its American Express (AXP) stake by 0.56% in Q2 2026, selling an estimated $6.72K and leaving 3,713 shares worth $1.26M. The position accounts for 0.22% of the portfolio, ranked #107.

Great Diamond Partners first reported a position in AXP in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.38M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Great Diamond Partners held 3,713 shares of American Express worth $1.26M as of Q2 2026.
  • Great Diamond Partners sold 21 American Express shares in Q2 2026, an estimated $6.72K.
  • American Express made up 0.22% of Great Diamond Partners's portfolio in Q2 2026, its #107 holding.
  • Great Diamond Partners first reported a position in American Express in Q4 2019 and has held it in 21 quarters since.
  • Great Diamond Partners's American Express position peaked at $1.38M in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.