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Grimes & Company’s American Express AXP Stock Holding History

Grimes & Company’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 		$13.6M Buy
40,175
+965
+2% +$309K 0.29% 66
2026
Q1 		$11.9M Buy
39,210
+1,013
+3% +$340K 0.33% 65
2025
Q4 		$14.1M Sell
38,197
-859
-2% -$307K 0.34% 57
2025
Q3 		$13M Sell
39,056
-1,335
-3% -$425K 0.32% 65
2025
Q2 		$12.9M Buy
40,391
+261
+0.7% +$73.5K 0.35% 62
2025
Q1 		$10.8M Buy
40,130
+12
+0% +$3.55K 0.33% 72
2024
Q4 		$11.9M Sell
40,118
-579
-1% -$166K 0.34% 70
2024
Q3 		$11M Sell
40,697
-687
-2% -$171K 0.3% 75
2024
Q2 		$9.58M Sell
41,384
-9,776
-19% -$2.26M 0.29% 80
2024
Q1 		$11.6M Buy
51,160
+567
+1% +$118K 0.36% 66
2023
Q4 		$9.48M Buy
50,593
+1,878
+4% +$302K 0.31% 73
2023
Q3 		$7.27M Buy
48,715
+40,494
+493% +$6.62M 0.28% 81
2023
Q2 		$1.43M Sell
8,221
-45
-0.5% -$7.26K 0.05% 139
2023
Q1 		$1.36M Sell
8,266
-71
-0.9% -$11.8K 0.06% 133
2022
Q4 		$1.23M Sell
8,337
-17
-0.2% -$2.52K 0.05% 147
2022
Q3 		$1.13M Buy
8,354
+112
+1% +$17K 0.06% 132
2022
Q2 		$1.14M Sell
8,242
-57
-0.7% -$9.41K 0.06% 137
2022
Q1 		$1.55M Sell
8,299
-2
-0% -$361 0.08% 132
2021
Q4 		$1.36M Sell
8,301
-496
-6% -$84.6K 0.06% 141
2021
Q3 		$1.47M Sell
8,797
-262
-3% -$43.8K 0.06% 133
2021
Q2 		$1.5M Sell
9,059
-345
-4% -$54K 0.07% 127
2021
Q1 		$1.33M Buy
9,404
+3,082
+49% +$407K 0.06% 129
2020
Q4 		$764K Buy
6,322
+1
+0% +$111 0.04% 158
2020
Q3 		$634K Buy
6,321
+1
+0% +$98 0.04% 160
2020
Q2 		$602K Buy
6,320
+151
+2% +$13.9K 0.04% 157
2020
Q1 		$528K Sell
6,169
-199
-3% -$23.2K 0.05% 152
2019
Q4 		$793K Sell
6,368
-5,737
-47% -$686K 0.05% 149
2019
Q3 		$1.43M Sell
12,105
-226
-2% -$27.7K 0.1% 111
2019
Q2 		$1.52M Hold
12,331
– – 0.12% 105
2019
Q1 		$1.35M Buy
12,331
+296
+2% +$31.1K 0.11% 105
2018
Q4 		$1.15M Buy
12,035
+1
+0% +$105 0.11% 102
2018
Q3 		$1.28M Hold
12,034
– – 0.1% 104
2018
Q2 		$1.18M Buy
12,034
+303
+3% +$29.8K 0.1% 112
2018
Q1 		$1.09M Buy
11,731
+2,477
+27% +$240K 0.11% 114
2017
Q4 		$919K Hold
9,254
– – 0.09% 112
2017
Q3 		$837K Hold
9,254
– – 0.09% 111
2017
Q2 		$780K Sell
9,254
-388
-4% -$30.7K 0.09% 114
2017
Q1 		$763K Buy
9,642
+343
+4% +$26.8K 0.08% 115
2016
Q4 		$689K Sell
9,299
-500
-5% -$34.6K 0.08% 118
2016
Q3 		$628K Hold
9,799
– – 0.08% 122
2016
Q2 		$595K Buy
9,799
+245
+3% +$15.5K 0.08% 123
2016
Q1 		$587K Hold
9,554
– – 0.08% 116
2015
Q4 		$665K Hold
9,554
– – 0.09% 110
2015
Q3 		$708K Hold
9,554
– – 0.09% 106
2015
Q2 		$743K Sell
9,554
-80
-0.8% -$6.35K 0.1% 102
2015
Q1 		$753K Buy
9,634
+501
+5% +$41.6K 0.18% 84
2014
Q4 		$850K Sell
9,133
-942
-9% -$84.4K 0.22% 86
2014
Q3 		$882K Hold
10,075
– – 0.23% 84
2014
Q2 		$956K Buy
10,075
+30
+0.3% +$2.7K 0.25% 81
2014
Q1 		$904K Sell
10,045
-300
-3% -$26.8K 0.25% 79
2013
Q4 		$939K Buy
10,345
+518
+5% +$42.6K 0.28% 75
2013
Q3 		$742K Buy
9,827
+455
+5% +$34.2K 0.25% 77
2013
Q2 		$701K Buy
+9,372
New +$667K 0.26% 76

Other funds holding AXP

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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Grimes & Company's AXP Position: Q2 2026 in Review

Grimes & Company increased its American Express (AXP) stake by 2.5% in Q2 2026, buying an estimated $309K and bringing the position to 40,175 shares worth $13.6M. The position accounts for 0.29% of the portfolio, ranked #66.

Grimes & Company first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.1M in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Grimes & Company held 40,175 shares of American Express worth $13.6M as of Q2 2026.
  • Grimes & Company bought 965 American Express shares in Q2 2026, an estimated $309K.
  • American Express made up 0.29% of Grimes & Company's portfolio in Q2 2026, its #66 holding.
  • Grimes & Company first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • Grimes & Company's American Express position peaked at $14.1M in Q4 2025.
  • 750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.