Harbour Trust & Investment Management’s American Express AXP Stock Holding History

Harbour Trust & 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	$571K	Hold	1,687	–	–	0.05%	104
2026 Q1	$510K	Sell	1,687 -10	-0.6%	-$3.35K	0.05%	109
2025 Q4	$628K	Sell	1,697 -5	-0.3%	-$1.79K	0.06%	102
2025 Q3	$565K	Buy	1,702 +15	+0.9%	+$4.77K	0.06%	110
2025 Q2	$538K	Hold	1,687	–	–	0.06%	111
2025 Q1	$454K	Hold	1,687	–	–	0.06%	112
2024 Q4	$501K	Hold	1,687	–	–	0.06%	112
2024 Q3	$458K	Sell	1,687 -86	-5%	-$21.4K	0.05%	117
2024 Q2	$411K	Hold	1,773	–	–	0.05%	120
2024 Q1	$404K	Hold	1,773	–	–	0.05%	128
2023 Q4	$332K	Buy	+1,773	New	+$285K	0.05%	136

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

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

Harbour Trust & Investment Management's AXP Position: Q2 2026 in Review

Harbour Trust & Investment Management held its American Express (AXP) position steady in Q2 2026 at 1,687 shares worth $571K. The position accounts for 0.05% of the portfolio, ranked #104.

Harbour Trust & Investment Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $628K in Q4 2025. 1,385 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Harbour Trust & Investment Management held 1,687 shares of American Express worth $571K as of Q2 2026.
Harbour Trust & Investment Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.05% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #104 holding.
Harbour Trust & Investment Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Harbour Trust & Investment Management's American Express position peaked at $628K in Q4 2025.
1,385 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.