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Insight Inv LLC’s American Express AXP Stock Holding History

Insight Inv LLC’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 		$3.98M Sell
11,764
-25
-0.2% -$8K 1.88% 14
2026
Q1 		$3.57M Sell
11,789
-75
-0.6% -$25.1K 1.95% 15
2025
Q4 		$4.39M Sell
11,864
-110
-0.9% -$39.4K 2.46% 6
2025
Q3 		$3.98M Buy
11,974
+163
+1% +$51.8K 2.34% 9
2025
Q2 		$3.77M Sell
11,811
-210
-2% -$59.1K 2.53% 7
2025
Q1 		$3.23M Buy
12,021
+4
+0% +$1.18K 2.22% 8
2024
Q4 		$3.57M Buy
12,017
+36
+0.3% +$10.3K 2.48% 6
2024
Q3 		$3.25M Sell
11,981
-600
-5% -$149K 2.73% 4
2024
Q2 		$2.91M Sell
12,581
-100
-0.8% -$23.2K 2.52% 7
2024
Q1 		$2.89M Sell
12,681
-15
-0.1% -$3.11K 2.51% 6
2023
Q4 		$2.38M Buy
12,696
+70
+0.6% +$11.3K 2.33% 8
2023
Q3 		$1.89M Sell
12,626
-135
-1% -$22.1K 2.09% 16
2023
Q2 		$2.22M Buy
12,761
+755
+6% +$122K 2.29% 6
2023
Q1 		$1.98M Hold
12,006
– – 2.14% 7
2022
Q4 		$1.77M Buy
12,006
+135
+1% +$20K 1.79% 19
2022
Q3 		$1.6M Sell
11,871
-10
-0.1% -$1.51K 1.78% 18
2022
Q2 		$1.65M Buy
11,881
+75
+0.6% +$12.4K 1.66% 21
2022
Q1 		$2.21M Buy
11,806
+320
+3% +$57.8K 2% 9
2021
Q4 		$1.88M Buy
+11,486
New +$1.96M 1.73% 14

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

Insight Inv LLC's AXP Position: Q2 2026 in Review

Insight Inv LLC reduced its American Express (AXP) stake by 0.21% in Q2 2026, selling an estimated $8K and leaving 11,764 shares worth $3.98M. The position accounts for 1.88% of the portfolio, ranked #14.

Insight Inv LLC first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.39M in Q4 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Insight Inv LLC held 11,764 shares of American Express worth $3.98M as of Q2 2026.
  • Insight Inv LLC sold 25 American Express shares in Q2 2026, an estimated $8K.
  • American Express made up 1.88% of Insight Inv LLC's portfolio in Q2 2026, its #14 holding.
  • Insight Inv LLC first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • Insight Inv LLC's American Express position peaked at $4.39M in Q4 2025.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.