I
AXP icon

InvesTrust’s American Express AXP Stock Holding History

InvesTrust’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 		$1.27M Hold
3,750
– – 0.49% 59
2026
Q1 		$1.13M Hold
3,750
– – 0.48% 59
2025
Q4 		$1.39M Sell
3,750
-450
-11% -$161K 0.54% 56
2025
Q3 		$1.4M Hold
4,200
– – 0.51% 55
2025
Q2 		$1.34M Hold
4,200
– – 0.52% 56
2025
Q1 		$1.13M Hold
4,200
– – 0.31% 59
2024
Q4 		$1.25M Buy
+4,200
New +$1.21M 0.35% 57

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

InvesTrust's AXP Position: Q2 2026 in Review

InvesTrust held its American Express (AXP) position steady in Q2 2026 at 3,750 shares worth $1.27M. The position accounts for 0.49% of the portfolio, ranked #59.

InvesTrust first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q3 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • InvesTrust held 3,750 shares of American Express worth $1.27M as of Q2 2026.
  • InvesTrust left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.49% of InvesTrust's portfolio in Q2 2026, its #59 holding.
  • InvesTrust first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • InvesTrust's American Express position peaked at $1.4M in Q3 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.