Ipswich Investment Management’s American Express AXP Stock Holding History

Ipswich 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	$1.32M	Hold	3,890	–	–	0.28%	77
2026 Q1	$1.18M	Sell	3,890 -126	-3%	-$42.2K	0.28%	72
2025 Q4	$1.49M	Sell	4,016 -20	-0.5%	-$7.16K	0.34%	59
2025 Q3	$1.34M	Hold	4,036	–	–	0.31%	72
2025 Q2	$1.29M	Sell	4,036 -55	-1%	-$15.5K	0.31%	73
2025 Q1	$1.1M	Buy	4,091 +75	+2%	+$22.2K	0.27%	77
2024 Q4	$1.19M	Sell	4,016 -10	-0.2%	-$2.87K	0.29%	74
2024 Q3	$1.09M	Hold	4,026	–	–	0.25%	82
2024 Q2	$932K	Sell	4,026 -10	-0.2%	-$2.32K	0.22%	91
2024 Q1	$919K	Buy	4,036 +320	+9%	+$66.4K	0.22%	92
2023 Q4	$696K	Hold	3,716	–	–	0.18%	105
2023 Q3	$554K	Buy	3,716 +200	+6%	+$32.7K	0.15%	117
2023 Q2	$612K	Sell	3,516 -50	-1%	-$8.07K	0.16%	113
2023 Q1	$588K	Sell	3,566 -100	-3%	-$16.6K	0.16%	114
2022 Q4	$542K	Hold	3,666	–	–	0.16%	120
2022 Q3	$495K	Hold	3,666	–	–	0.16%	119
2022 Q2	$508K	Buy	3,666 +150	+4%	+$24.8K	0.15%	118
2022 Q1	$657K	Buy	3,516 +20	+0.6%	+$3.61K	0.16%	113
2021 Q4	$572K	Sell	3,496 -300	-8%	-$51.2K	0.13%	121
2021 Q3	$636K	Buy	3,796 +150	+4%	+$25.1K	0.16%	115
2021 Q2	$602K	Hold	3,646	–	–	0.15%	119
2021 Q1	$516K	Hold	3,646	–	–	0.15%	115
2020 Q4	$441K	Sell	3,646 -1,890	-34%	-$209K	0.13%	117
2020 Q3	$555K	Hold	5,536	–	–	0.18%	107
2020 Q2	$527K	Sell	5,536 -871	-14%	-$80.2K	0.18%	107
2020 Q1	$548K	Sell	6,407 -2,795	-30%	-$325K	0.22%	97
2019 Q4	$1.15M	Sell	9,202 -100	-1%	-$12K	0.34%	71
2019 Q3	$1.1M	Hold	9,302	–	–	0.35%	70
2019 Q2	$1.15M	Buy	9,302 +1	+0%	+$117	0.37%	68
2019 Q1	$1.02M	Buy	9,301 +275	+3%	+$28.9K	0.33%	73
2018 Q4	$860K	Buy	9,026 +150	+2%	+$15.7K	0.32%	73
2018 Q3	$945K	Buy	+8,876	New	+$923K	0.32%	75
2018 Q2	–	Sell	-8,301	Closed	-$774K	–	90
2018 Q1	$774K	Buy	8,301 +915	+12%	+$88.6K	0.33%	78
2017 Q4	$734K	Hold	7,386	–	–	0.31%	79
2017 Q3	$668K	Hold	7,386	–	–	0.3%	82
2017 Q2	$622K	Buy	7,386 +300	+4%	+$23.7K	0.29%	79
2017 Q1	$561K	Sell	7,086 -175	-2%	-$13.7K	0.24%	85
2016 Q4	$538K	Sell	7,261 -200	-3%	-$13.8K	0.24%	84
2016 Q3	$478K	Sell	7,461 -300	-4%	-$19.3K	0.23%	85
2016 Q2	$472K	Sell	7,761 -58	-0.7%	-$3.67K	0.23%	83
2016 Q1	$500K	Sell	7,819 -100	-1%	-$5.82K	0.24%	75
2015 Q4	$551K	Sell	7,919 -275	-3%	-$20K	0.25%	78
2015 Q3	$607K	Buy	8,194 +175	+2%	+$13.5K	0.29%	77
2015 Q2	$623K	Sell	8,019 -500	-6%	-$39.7K	0.28%	76
2015 Q1	$665K	Hold	8,519	–	–	0.29%	76
2014 Q4	$792K	Buy	8,519 +600	+8%	+$53.8K	0.34%	63
2014 Q3	$694K	Sell	7,919 -275	-3%	-$24.8K	0.3%	65
2014 Q2	$778K	Buy	8,194 +175	+2%	+$15.8K	0.3%	67
2014 Q1	$722K	Sell	8,019 -100	-1%	-$8.93K	0.31%	67
2013 Q4	$736K	Sell	8,119 -50	-0.6%	-$4.11K	0.31%	68
2013 Q3	$617K	Hold	8,169	–	–	0.28%	74
2013 Q2	$610K	Buy	+8,169	New	+$581K	0.26%	78

Other funds holding AXP

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

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

Ipswich Investment Management's AXP Position: Q2 2026 in Review

Ipswich Investment Management held its American Express (AXP) position steady in Q2 2026 at 3,890 shares worth $1.32M. The position accounts for 0.28% of the portfolio, ranked #77.

Ipswich Investment Management first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.49M in Q4 2025. 812 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Ipswich Investment Management held 3,890 shares of American Express worth $1.32M as of Q2 2026.
Ipswich Investment Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.28% of Ipswich Investment Management's portfolio in Q2 2026, its #77 holding.
Ipswich Investment Management first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Ipswich Investment Management's American Express position peaked at $1.49M in Q4 2025.
812 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.