ITIM
AXP icon

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

Indiana 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 		$821K Sell
2,426
-100
-4% -$32K 0.22% 72
2026
Q1 		$764K Sell
2,526
-219
-8% -$73.4K 0.24% 78
2025
Q4 		$1.02M Hold
2,745
– – 0.3% 68
2025
Q3 		$912K Hold
2,745
– – 0.28% 73
2025
Q2 		$876K Hold
2,745
– – 0.29% 70
2025
Q1 		$739K Sell
2,745
-17
-0.6% -$5.03K 0.27% 76
2024
Q4 		$820K Sell
2,762
-80
-3% -$23K 0.28% 74
2024
Q3 		$771K Sell
2,842
-40
-1% -$9.96K 0.26% 77
2024
Q2 		$667K Buy
2,882
+345
+14% +$79.9K 0.24% 78
2024
Q1 		$578K Hold
2,537
– – 0.23% 85
2023
Q4 		$475K Buy
2,537
+150
+6% +$24.1K 0.21% 95
2023
Q3 		$356K Hold
2,387
– – 0.18% 106
2023
Q2 		$416K Sell
2,387
-420
-15% -$67.8K 0.21% 73
2023
Q1 		$463K Sell
2,807
-75
-3% -$12.4K 0.25% 71
2022
Q4 		$426 Hold
2,882
– – 0.24% 72
2022
Q3 		$389K Sell
2,882
-379
-12% -$57.4K 0.24% 74
2022
Q2 		$452K Buy
3,261
+79
+2% +$13K 0.25% 68
2022
Q1 		$595K Sell
3,182
-59
-2% -$10.7K 0.29% 64
2021
Q4 		$530K Hold
3,241
– – 0.24% 67
2021
Q3 		$543K Sell
3,241
-636
-16% -$106K 0.27% 62
2021
Q2 		$468K Buy
3,877
+56
+1% +$8.77K 0.26% 68
2021
Q1 		$540K Sell
3,821
-56
-1% -$7.4K 0.29% 62
2020
Q4 		$468K Sell
3,877
-335
-8% -$37.1K 0.26% 68
2020
Q3 		$423K Buy
4,212
+293
+7% +$28.8K 0.25% 66
2020
Q2 		$373K Sell
3,919
-200
-5% -$18.4K 0.23% 72
2020
Q1 		$352K Sell
4,119
-529
-11% -$61.5K 0.25% 70
2019
Q4 		$579K Sell
4,648
-415
-8% -$49.6K 0.32% 61
2019
Q3 		$599K Sell
5,063
-325
-6% -$39.9K 0.34% 62
2019
Q2 		$665K Sell
5,388
-75
-1% -$8.81K 0.36% 60
2019
Q1 		$597K Sell
5,463
-415
-7% -$43.6K 0.31% 65
2018
Q4 		$560K Sell
5,878
-170
-3% -$17.8K 0.31% 66
2018
Q3 		$644K Sell
6,048
-105
-2% -$10.9K 0.29% 68
2018
Q2 		$603K Sell
6,153
-850
-12% -$83.5K 0.29% 68
2018
Q1 		$653K Sell
7,003
-385
-5% -$37.3K 0.3% 70
2017
Q4 		$734K Buy
7,388
+385
+5% +$36.7K 0.34% 63
2017
Q3 		$633K Hold
7,003
– – 0.31% 65
2017
Q2 		$590K Buy
7,003
+323
+5% +$25.6K 0.29% 69
2017
Q1 		$528K Buy
6,680
+565
+9% +$44.2K 0.26% 71
2016
Q4 		$453K Buy
6,115
+80
+1% +$5.54K 0.24% 79
2016
Q3 		$386K Buy
6,035
+100
+2% +$6.42K 0.19% 89
2016
Q2 		$361K Hold
5,935
– – 0.18% 91
2016
Q1 		$364K Sell
5,935
-11,570
-66% -$673K 0.19% 91
2015
Q4 		$1.63M Buy
17,505
+11,915
+213% +$867K 0.85% 36
2015
Q3 		$414K Sell
5,590
-12,135
-68% -$934K 0.24% 80
2015
Q2 		$1.38M Sell
17,725
-75
-0.4% -$5.95K 0.71% 40
2015
Q1 		$1.39M Buy
17,800
+295
+2% +$24.5K 0.7% 39
2014
Q4 		$1.63M Buy
17,505
+3,280
+23% +$294K 0.85% 36
2014
Q3 		$1.25M Sell
14,225
-100
-0.7% -$9K 0.65% 48
2014
Q2 		$1.36M Buy
14,325
+180
+1% +$16.2K 0.79% 43
2014
Q1 		$1.27M Buy
14,145
+9,770
+223% +$873K 0.79% 38
2013
Q4 		$397K Buy
4,375
+3,175
+265% +$261K 0.23% 79
2013
Q3 		$91K Buy
+1,200
New +$90.3K 0.05% 136

Other funds holding AXP

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
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Indiana Trust & Investment Management reduced its American Express (AXP) stake by 4% in Q2 2026, selling an estimated $32K and leaving 2,426 shares worth $821K. The position accounts for 0.22% of the portfolio, ranked #72.

Indiana Trust & Investment Management first reported a position in AXP in Q3 2013 and has held it in 52 quarters since. The position peaked at $1.63M in Q4 2015. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Indiana Trust & Investment Management held 2,426 shares of American Express worth $821K as of Q2 2026.
  • Indiana Trust & Investment Management sold 100 American Express shares in Q2 2026, an estimated $32K.
  • American Express made up 0.22% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #72 holding.
  • Indiana Trust & Investment Management first reported a position in American Express in Q3 2013 and has held it in 52 quarters since.
  • Indiana Trust & Investment Management's American Express position peaked at $1.63M in Q4 2015.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.