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Greenwood Gearhart’s American Express AXP Stock Holding History

Greenwood Gearhart’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 		$12.9M Buy
38,028
+2,064
+6% +$661K 0.6% 38
2026
Q1 		$10.9M Buy
35,964
+2,682
+8% +$899K 0.59% 39
2025
Q4 		$12.3M Buy
33,282
+1,757
+6% +$629K 0.68% 38
2025
Q3 		$10.5M Buy
31,525
+26,431
+519% +$8.41M 0.6% 39
2025
Q2 		$1.62M Sell
5,094
-545
-10% -$153K 0.1% 52
2025
Q1 		$1.52M Sell
5,639
-360
-6% -$106K 0.11% 55
2024
Q4 		$1.78M Sell
5,999
-489
-8% -$140K 0.12% 55
2024
Q3 		$1.76M Sell
6,488
-25
-0.4% -$6.22K 0.15% 50
2024
Q2 		$1.51M Sell
6,513
-110
-2% -$25.5K 0.14% 50
2024
Q1 		$1.51M Sell
6,623
-370
-5% -$76.7K 0.15% 52
2023
Q4 		$1.31M Sell
6,993
-965
-12% -$155K 0.14% 53
2023
Q3 		$1.19M Hold
7,958
– – 0.14% 57
2023
Q2 		$1.39M Sell
7,958
-65
-0.8% -$10.5K 0.16% 56
2023
Q1 		$1.32M Sell
8,023
-732
-8% -$121K 0.17% 55
2022
Q4 		$1.29M Sell
8,755
-20
-0.2% -$2.96K 0.18% 59
2022
Q3 		$1.18M Sell
8,775
-125
-1% -$18.9K 0.19% 56
2022
Q2 		$1.23M Sell
8,900
-161
-2% -$26.6K 0.2% 54
2022
Q1 		$1.69M Sell
9,061
-155
-2% -$28K 0.23% 53
2021
Q4 		$1.51M Sell
9,216
-276
-3% -$47.1K 0.21% 55
2021
Q3 		$1.59M Sell
9,492
-811
-8% -$136K 0.25% 52
2021
Q2 		$1.7M Sell
10,303
-315
-3% -$49.3K 0.27% 51
2021
Q1 		$1.5M Sell
10,618
-1,685
-14% -$223K 0.27% 51
2020
Q4 		$1.49M Sell
12,303
-782
-6% -$86.6K 0.29% 51
2020
Q3 		$1.31M Sell
13,085
-696
-5% -$68.5K 0.3% 53
2020
Q2 		$1.31M Sell
13,781
-1,463
-10% -$135K 0.35% 52
2020
Q1 		$1.3M Sell
15,244
-40
-0.3% -$4.65K 0.43% 55
2019
Q4 		$1.9M Sell
15,284
-100
-0.7% -$12K 0.49% 52
2019
Q3 		$1.82M Sell
15,384
-380
-2% -$46.6K 0.5% 51
2019
Q2 		$1.95M Sell
15,764
-992
-6% -$117K 0.52% 53
2019
Q1 		$1.83M Sell
16,756
-400
-2% -$42K 0.54% 53
2018
Q4 		$1.64M Hold
17,156
– – 0.54% 52
2018
Q3 		$1.83M Sell
17,156
-307
-2% -$31.9K 0.51% 52
2018
Q2 		$1.71M Sell
17,463
-345
-2% -$33.9K 0.51% 51
2018
Q1 		$1.66M Sell
17,808
-250
-1% -$24.2K 0.51% 51
2017
Q4 		$1.79M Sell
18,058
-50
-0.3% -$4.76K 0.57% 49
2017
Q3 		$1.64M Buy
18,108
+325
+2% +$27.9K 0.59% 50
2017
Q2 		$1.5M Sell
17,783
-45,413
-72% -$3.59M 0.57% 48
2017
Q1 		$5M Buy
63,196
+1,835
+3% +$143K 1.88% 32
2016
Q4 		$4.55M Sell
61,361
-602
-1% -$41.7K 1.85% 31
2016
Q3 		$3.97M Sell
61,963
-1,830
-3% -$118K 1.63% 39
2016
Q2 		$3.88M Buy
63,793
+235
+0.4% +$14.9K 1.64% 41
2016
Q1 		$3.9M Buy
63,558
+5,646
+10% +$328K 1.68% 42
2015
Q4 		$4.03M Sell
57,912
-343
-0.6% -$25K 1.8% 32
2015
Q3 		$4.32M Buy
58,255
+380
+0.7% +$29.2K 2.06% 24
2015
Q2 		$4.5M Sell
57,875
-830
-1% -$65.8K 2.01% 29
2015
Q1 		$4.59M Sell
58,705
-590
-1% -$49K 1.99% 29
2014
Q4 		$5.52M Buy
59,295
+1,035
+2% +$92.8K 2.47% 13
2014
Q3 		$5.1M Sell
58,260
-33
-0.1% -$2.97K 2.34% 15
2014
Q2 		$5.53M Buy
58,293
+90
+0.2% +$8.11K 2.69% 10
2014
Q1 		$5.24M Buy
58,203
+51
+0.1% +$4.56K 2.6% 7
2013
Q4 		$5.28M Buy
58,152
+60
+0.1% +$4.93K 2.75% 8
2013
Q3 		$4.39M Sell
58,092
-75
-0.1% -$5.64K 2.55% 9
2013
Q2 		$4.35M Buy
+58,167
New +$4.14M 2.67% 8

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

Greenwood Gearhart's AXP Position: Q2 2026 in Review

Greenwood Gearhart increased its American Express (AXP) stake by 5.7% in Q2 2026, buying an estimated $661K and bringing the position to 38,028 shares worth $12.9M. The position accounts for 0.6% of the portfolio, ranked #38.

Greenwood Gearhart first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Greenwood Gearhart held 38,028 shares of American Express worth $12.9M as of Q2 2026.
  • Greenwood Gearhart bought 2,064 American Express shares in Q2 2026, an estimated $661K.
  • American Express made up 0.6% of Greenwood Gearhart's portfolio in Q2 2026, its #38 holding.
  • Greenwood Gearhart first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.