Howland Capital Management’s American Express AXP Stock Holding History

Howland Capital 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	$759K	Buy	2,243 +38	+2%	+$12.2K	0.03%	180
2026 Q1	$667K	Hold	2,205	–	–	0.03%	176
2025 Q4	$816K	Hold	2,205	–	–	0.03%	163
2025 Q3	$732K	Sell	2,205 -11	-0.5%	-$3.5K	0.03%	173
2025 Q2	$707K	Buy	2,216 +90	+4%	+$25.3K	0.03%	178
2025 Q1	$572K	Sell	2,126 -7	-0.3%	-$2.07K	0.03%	186
2024 Q4	$633K	Buy	2,133 +7	+0.3%	+$2.01K	0.03%	183
2024 Q3	$577K	Sell	2,126 -261	-11%	-$65K	0.03%	192
2024 Q2	$553K	Hold	2,387	–	–	0.03%	185
2024 Q1	$543K	Sell	2,387 -22	-0.9%	-$4.56K	0.03%	183
2023 Q4	$451K	Sell	2,409 -17	-0.7%	-$2.74K	0.02%	195
2023 Q3	$362K	Hold	2,426	–	–	0.02%	200
2023 Q2	$423K	Sell	2,426 -17	-0.7%	-$2.74K	0.02%	199
2023 Q1	$403K	Buy	2,443 +513	+27%	+$85.1K	0.02%	199
2022 Q4	$285K	Hold	1,930	–	–	0.02%	218
2022 Q3	$260K	Sell	1,930 -9	-0.5%	-$1.36K	0.02%	212
2022 Q2	$270K	Buy	+1,939	New	+$320K	0.02%	212
2021 Q4	–	Sell	-17,412	Closed	-$2.92M	–	237
2021 Q3	$2.92M	Buy	17,412 +20	+0.1%	+$3.34K	0.15%	77
2021 Q2	$2.87M	Hold	17,392	–	–	0.15%	76
2021 Q1	$2.46M	Buy	17,392 +892	+5%	+$118K	0.14%	85
2020 Q4	$2M	Sell	16,500 -85	-0.5%	-$9.41K	0.12%	88
2020 Q3	$1.66M	Hold	16,585	–	–	0.11%	87
2020 Q2	$1.58M	Hold	16,585	–	–	0.11%	90
2020 Q1	$1.42M	Sell	16,585 -263	-2%	-$30.6K	0.12%	90
2019 Q4	$2.1M	Sell	16,848 -122	-0.7%	-$14.6K	0.15%	86
2019 Q3	$2.01M	Hold	16,970	–	–	0.15%	88
2019 Q2	$2.1M	Hold	16,970	–	–	0.16%	85
2019 Q1	$1.85M	Sell	16,970 -43	-0.3%	-$4.52K	0.15%	84
2018 Q4	$1.62M	Sell	17,013 -518	-3%	-$54.2K	0.15%	85
2018 Q3	$1.87M	Sell	17,531 -52	-0.3%	-$5.41K	0.14%	93
2018 Q2	$1.72M	Hold	17,583	–	–	0.14%	95
2018 Q1	$1.64M	Sell	17,583 -773	-4%	-$74.9K	0.13%	95
2017 Q4	$1.82M	Hold	18,356	–	–	0.15%	94
2017 Q3	$1.66M	Hold	18,356	–	–	0.14%	93
2017 Q2	$1.55M	Hold	18,356	–	–	0.13%	99
2017 Q1	$1.45M	Hold	18,356	–	–	0.13%	105
2016 Q4	$1.36M	Sell	18,356 -49	-0.3%	-$3.39K	0.13%	105
2016 Q3	$1.18M	Hold	18,405	–	–	0.11%	107
2016 Q2	$1.12M	Sell	18,405 -471	-2%	-$29.8K	0.11%	106
2016 Q1	$1.16M	Buy	18,876 +520	+3%	+$30.2K	0.12%	105
2015 Q4	$1.28M	Hold	18,356	–	–	0.13%	102
2015 Q3	$1.36M	Sell	18,356 -286	-2%	-$22K	0.15%	98
2015 Q2	$1.45M	Sell	18,642 -5	-0%	-$397	0.15%	100
2015 Q1	$1.46M	Hold	18,647	–	–	0.15%	97
2014 Q4	$1.74M	Hold	18,647	–	–	0.17%	90
2014 Q3	$1.63M	Sell	18,647 -30	-0.2%	-$2.7K	0.17%	91
2014 Q2	$1.77M	Sell	18,677 -1,000	-5%	-$90.1K	0.18%	86
2014 Q1	$1.77M	Hold	19,677	–	–	0.2%	87
2013 Q4	$1.78M	Hold	19,677	–	–	0.22%	85
2013 Q3	$1.49M	Buy	+19,677	New	+$1.48M	0.2%	88

Other funds holding AXP

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

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Howland Capital Management's AXP Position: Q2 2026 in Review

Howland Capital Management increased its American Express (AXP) stake by 1.7% in Q2 2026, buying an estimated $12.2K and bringing the position to 2,243 shares worth $759K. The position accounts for 0.03% of the portfolio, ranked #180.

Howland Capital Management first reported a position in AXP in Q3 2013 and has held it in 50 quarters since. The position peaked at $2.92M in Q3 2021. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Howland Capital Management held 2,243 shares of American Express worth $759K as of Q2 2026.
Howland Capital Management bought 38 American Express shares in Q2 2026, an estimated $12.2K.
American Express made up 0.03% of Howland Capital Management's portfolio in Q2 2026, its #180 holding.
Howland Capital Management first reported a position in American Express in Q3 2013 and has held it in 50 quarters since.
Howland Capital Management's American Express position peaked at $2.92M in Q3 2021.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.