Guardian Investment Management’s American Express AXP Stock Holding History

Guardian Investment Management’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	$1.52M	Hold	4,492	–	–	0.98%	28
2026 Q1	$1.36M	Hold	4,492	–	–	1.07%	28
2025 Q4	$1.66M	Sell	4,492 -100	-2%	-$35.8K	1.3%	20
2025 Q3	$1.53M	Buy	+4,592	New	+$1.46M	1.3%	23
2025 Q2	–	Sell	-4,092	Closed	-$1.1M	–	53
2025 Q1	$1.1M	Sell	4,092 -250	-6%	-$73.9K	0.93%	29
2024 Q4	$1.29M	Sell	4,342 -25	-0.6%	-$7.18K	0.92%	29
2024 Q3	$1.18M	Hold	4,367	–	–	1.02%	30
2024 Q2	$1.01M	Hold	4,367	–	–	0.72%	38
2024 Q1	$994K	Sell	4,367 -250	-5%	-$51.8K	0.8%	37
2023 Q4	$865K	Buy	+4,617	New	+$743K	0.73%	38
2023 Q3	–	Sell	-4,692	Closed	-$817K	–	54
2023 Q2	$817K	Buy	+4,692	New	+$757K	0.7%	40
2016 Q4	–	Sell	-29,764	Closed	-$1.81M	–	56
2016 Q3	$1.81M	Hold	29,764	–	–	2.01%	17
2016 Q2	$1.81M	Sell	29,764 -2,563	-8%	-$162K	2.01%	17
2016 Q1	$1.98M	Sell	32,327 -2,903	-8%	-$169K	2.27%	14
2015 Q4	$2.45M	Buy	35,230 +1	+0%	+$73	2.63%	13
2015 Q3	$2.6M	Buy	35,229 +229	+0.7%	+$17.6K	2.89%	11
2015 Q2	$2.74M	Buy	35,000 +10,860	+45%	+$862K	3.06%	11
2015 Q1	$1.88M	Hold	24,140	–	–	2.09%	16
2014 Q4	$2.24M	Hold	24,140	–	–	2.36%	12
2014 Q3	$2.17M	Hold	24,140	–	–	2.52%	13
2014 Q2	$2.29M	Hold	24,140	–	–	2.5%	12
2014 Q1	$2.17M	Hold	24,140	–	–	2.52%	13
2013 Q4	$2.16M	Hold	24,140	–	–	2.4%	11
2013 Q3	$1.82M	Hold	24,140	–	–	2.48%	13
2013 Q2	$1.73M	Buy	+24,140	New	+$1.72M	2.49%	13

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Guardian Investment Management's AXP Position: Q2 2026 in Review

Guardian Investment Management held its American Express (AXP) position steady in Q2 2026 at 4,492 shares worth $1.52M. The position accounts for 0.98% of the portfolio, ranked #28.

Guardian Investment Management first reported a position in AXP in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.74M in Q2 2015. 1,172 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Guardian Investment Management held 4,492 shares of American Express worth $1.52M as of Q2 2026.
Guardian Investment Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.98% of Guardian Investment Management's portfolio in Q2 2026, its #28 holding.
Guardian Investment Management first reported a position in American Express in Q2 2013 and has held it in 25 quarters since.
Guardian Investment Management's American Express position peaked at $2.74M in Q2 2015.
1,172 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.