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Griffith & Werner’s American Express AXP Stock Holding History

Griffith & Werner’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 		$3.1M Buy
9,157
+3,278
+56% +$1.05M 1.45% 28
2026
Q1 		$1.78M Buy
5,879
+787
+15% +$264K 0.88% 33
2025
Q4 		$1.88M Buy
5,092
+43
+0.9% +$15.4K 0.96% 30
2025
Q3 		$1.86M Buy
+5,049
New +$1.61M 0.96% 30
2025
Q1 		$1.35M Buy
5,028
+610
+14% +$180K 0.84% 31
2024
Q4 		$1.31M Buy
+4,418
New +$1.27M 0.87% 31

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

Griffith & Werner's AXP Position: Q2 2026 in Review

Griffith & Werner increased its American Express (AXP) stake by 56% in Q2 2026, buying an estimated $1.05M and bringing the position to 9,157 shares worth $3.1M. The position accounts for 1.45% of the portfolio, ranked #28.

Griffith & Werner first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Griffith & Werner held 9,157 shares of American Express worth $3.1M as of Q2 2026.
  • Griffith & Werner bought 3,278 American Express shares in Q2 2026, an estimated $1.05M.
  • American Express made up 1.45% of Griffith & Werner's portfolio in Q2 2026, its #28 holding.
  • Griffith & Werner first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.