Impact Capital Partners’s American Express AXP Stock Holding History

Impact Capital Partners’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	$548K	Buy	1,619 +24	+2%	+$7.68K	0.15%	134
2026 Q1	$482K	Buy	1,595 +31	+2%	+$10.4K	0.15%	143
2025 Q4	$579K	Buy	1,564 +17	+1%	+$6.08K	0.17%	121
2025 Q3	$514K	Sell	1,547 -144	-9%	-$45.8K	0.15%	136
2025 Q2	$539K	Buy	1,691 +79	+5%	+$22.2K	0.18%	134
2025 Q1	$434K	Sell	1,612 -31	-2%	-$9.16K	0.16%	150
2024 Q4	$488K	Buy	+1,643	New	+$472K	0.17%	138

Other funds holding AXP

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Impact Capital Partners's AXP Position: Q2 2026 in Review

Impact Capital Partners increased its American Express (AXP) stake by 1.5% in Q2 2026, buying an estimated $7.68K and bringing the position to 1,619 shares worth $548K. The position accounts for 0.15% of the portfolio, ranked #134.

Impact Capital Partners first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $579K in Q4 2025. 745 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Impact Capital Partners held 1,619 shares of American Express worth $548K as of Q2 2026.
Impact Capital Partners bought 24 American Express shares in Q2 2026, an estimated $7.68K.
American Express made up 0.15% of Impact Capital Partners's portfolio in Q2 2026, its #134 holding.
Impact Capital Partners first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Impact Capital Partners's American Express position peaked at $579K in Q4 2025.
745 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.