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Investment House LLC’s American Express AXP Stock Holding History

Investment House 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 		$37.9M Sell
112,119
-5,153
-4% -$1.65M 1.72% 14
2026
Q1 		$35.5M Buy
117,272
+6,705
+6% +$2.25M 1.85% 12
2025
Q4 		$40.9M Sell
110,567
-271
-0.2% -$97K 1.94% 12
2025
Q3 		$36.8M Buy
110,838
+242
+0.2% +$77K 1.75% 12
2025
Q2 		$35.3M Buy
110,596
+4,404
+4% +$1.24M 1.78% 13
2025
Q1 		$28.6M Buy
106,192
+6,587
+7% +$1.95M 1.63% 16
2024
Q4 		$29.6M Buy
99,605
+818
+0.8% +$235K 1.61% 14
2024
Q3 		$26.8M Buy
98,787
+686
+0.7% +$171K 1.45% 18
2024
Q2 		$22.7M Buy
98,101
+1,327
+1% +$307K 1.3% 19
2024
Q1 		$22M Buy
96,774
+5,824
+6% +$1.21M 1.3% 18
2023
Q4 		$17M Buy
90,950
+981
+1% +$158K 1.21% 19
2023
Q3 		$13.4M Buy
89,969
+20,202
+29% +$3.3M 1.06% 25
2023
Q2 		$12.2M Buy
69,767
+62,932
+921% +$10.2M 0.91% 31
2023
Q1 		$1.13M Sell
6,835
-550
-7% -$91.2K 0.09% 106
2022
Q4 		$1.09M Buy
7,385
+40
+0.5% +$5.93K 0.1% 93
2022
Q3 		$991K Buy
7,345
+20
+0.3% +$3.03K 0.09% 98
2022
Q2 		$1.01M Sell
7,325
-50
-0.7% -$8.26K 0.09% 100
2022
Q1 		$1.38M Hold
7,375
– – 0.1% 96
2021
Q4 		$1.21M Hold
7,375
– – 0.08% 104
2021
Q3 		$1.24M Hold
7,375
– – 0.09% 101
2021
Q2 		$1.22M Hold
7,375
– – 0.09% 113
2021
Q1 		$1.04M Sell
7,375
-400
-5% -$52.9K 0.08% 112
2020
Q4 		$940K Buy
7,775
+175
+2% +$19.4K 0.07% 125
2020
Q3 		$762K Sell
7,600
-668
-8% -$65.7K 0.06% 126
2020
Q2 		$787K Sell
8,268
-1,271
-13% -$117K 0.07% 116
2020
Q1 		$817K Sell
9,539
-569
-6% -$66.2K 0.09% 108
2019
Q4 		$1.26M Sell
10,108
-2,306
-19% -$276K 0.12% 112
2019
Q3 		$1.47M Sell
12,414
-1,564
-11% -$192K 0.15% 98
2019
Q2 		$1.73M Buy
13,978
+5,353
+62% +$629K 0.18% 90
2019
Q1 		$943K Hold
8,625
– – 0.1% 112
2018
Q4 		$822K Hold
8,625
– – 0.1% 111
2018
Q3 		$918K Hold
8,625
– – 0.1% 114
2018
Q2 		$845K Buy
8,625
+200
+2% +$19.7K 0.1% 115
2018
Q1 		$786K Hold
8,425
– – 0.1% 120
2017
Q4 		$837K Sell
8,425
-500
-6% -$47.6K 0.1% 115
2017
Q3 		$807K Buy
8,925
+100
+1% +$8.59K 0.11% 116
2017
Q2 		$743K Hold
8,825
– – 0.1% 124
2017
Q1 		$698K Hold
8,825
– – 0.1% 123
2016
Q4 		$654K Buy
8,825
+250
+3% +$17.3K 0.1% 120
2016
Q3 		$549K Buy
8,575
+100
+1% +$6.42K 0.08% 133
2016
Q2 		$515K Sell
8,475
-400
-5% -$25.3K 0.08% 133
2016
Q1 		$545K Sell
8,875
-175
-2% -$10.2K 0.09% 130
2015
Q4 		$629K Buy
9,050
+500
+6% +$36.4K 0.1% 115
2015
Q3 		$634K Hold
8,550
– – 0.11% 112
2015
Q2 		$664K Buy
8,550
+100
+1% +$7.93K 0.11% 118
2015
Q1 		$660K Buy
8,450
+100
+1% +$8.31K 0.11% 113
2014
Q4 		$777K Buy
8,350
+75
+0.9% +$6.72K 0.13% 110
2014
Q3 		$724K Buy
8,275
+250
+3% +$22.5K 0.12% 112
2014
Q2 		$761K Buy
8,025
+350
+5% +$31.6K 0.13% 109
2014
Q1 		$690K Hold
7,675
– – 0.12% 112
2013
Q4 		$696K Sell
7,675
-2,325
-23% -$191K 0.13% 110
2013
Q3 		$434K Buy
10,000
+2,275
+29% +$171K 0.09% 111
2013
Q2 		$578K Buy
+7,725
New +$550K 0.13% 101

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
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

Investment House LLC's AXP Position: Q2 2026 in Review

Investment House LLC reduced its American Express (AXP) stake by 4.4% in Q2 2026, selling an estimated $1.65M and leaving 112,119 shares worth $37.9M. The position accounts for 1.72% of the portfolio, ranked #14.

Investment House LLC first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $40.9M in Q4 2025. 1,347 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Investment House LLC held 112,119 shares of American Express worth $37.9M as of Q2 2026.
  • Investment House LLC sold 5,153 American Express shares in Q2 2026, an estimated $1.65M.
  • American Express made up 1.72% of Investment House LLC's portfolio in Q2 2026, its #14 holding.
  • Investment House LLC first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's American Express position peaked at $40.9M in Q4 2025.
  • 1,347 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.