Holcombe Financial’s American Express AXP Stock Holding History

Holcombe Financial’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	$221K	Buy	+655	New	+$210K	0.13%	51
2026 Q1	–	Sell	-655	Closed	-$242K	–	50
2025 Q4	$242K	Sell	655 -57	-8%	-$20.4K	0.15%	45
2025 Q3	$236K	Hold	712	–	–	0.17%	39
2025 Q2	$227K	Buy	+712	New	+$200K	0.17%	38
2025 Q1	–	Sell	-712	Closed	-$211K	–	41
2024 Q4	$211K	Buy	+712	New	+$205K	0.17%	36

Other funds holding AXP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RCWMU

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Holcombe Financial's AXP Position: Q2 2026 in Review

Holcombe Financial opened a new position in American Express (AXP) in Q2 2026: 655 shares worth $221K. The stake represents 0.13% of the portfolio and ranks #51 among its holdings. This is a return to the name: Holcombe Financial previously reported a position in AXP as recently as Q4 2025.

Holcombe Financial first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. The position peaked at $242K in Q4 2025. 1,690 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Holcombe Financial held 655 shares of American Express worth $221K as of Q2 2026.
American Express was a new Holcombe Financial position in Q2 2026.
American Express made up 0.13% of Holcombe Financial's portfolio in Q2 2026, its #51 holding.
Holcombe Financial first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
Holcombe Financial's American Express position peaked at $242K in Q4 2025.
1,690 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.