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Harold Davidson & Associates’s American Express AXP Stock Holding History

Harold Davidson & Associates’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 		$2.46M Buy
7,277
+165
+2% +$52.8K 1.07% 22
2026
Q1 		$2.15M Sell
7,112
-96
-1% -$32.2K 1.04% 24
2025
Q4 		$2.67M Sell
7,208
-11
-0.2% -$3.94K 1.18% 22
2025
Q3 		$2.4M Buy
7,219
+2,675
+59% +$851K 1.09% 22
2025
Q2 		$1.45M Sell
4,544
-2,984
-40% -$840K 0.94% 22
2025
Q1 		$2.03M Buy
7,528
+124
+2% +$36.7K 1.11% 23
2024
Q4 		$2.2M Buy
+7,404
New +$2.13M 1.05% 26

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

Harold Davidson & Associates's AXP Position: Q2 2026 in Review

Harold Davidson & Associates increased its American Express (AXP) stake by 2.3% in Q2 2026, buying an estimated $52.8K and bringing the position to 7,277 shares worth $2.46M. The position accounts for 1.07% of the portfolio, ranked #22.

Harold Davidson & Associates first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.67M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Harold Davidson & Associates held 7,277 shares of American Express worth $2.46M as of Q2 2026.
  • Harold Davidson & Associates bought 165 American Express shares in Q2 2026, an estimated $52.8K.
  • American Express made up 1.07% of Harold Davidson & Associates's portfolio in Q2 2026, its #22 holding.
  • Harold Davidson & Associates first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Harold Davidson & Associates's American Express position peaked at $2.67M in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.