J.W. Burns & Co’s American Express AXP Stock Holding History

J.W. Burns & Co’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	$464K	Hold	1,371	–	–	0.05%	144
2026 Q1	$415K	Sell	1,371 -29	-2%	-$9.72K	0.05%	142
2025 Q4	$518K	Buy	1,400 +29	+2%	+$10.4K	0.06%	132
2025 Q3	$455K	Buy	1,371 +21	+2%	+$6.68K	0.05%	139
2025 Q2	$431K	Hold	1,350	–	–	0.05%	139
2025 Q1	$363K	Hold	1,350	–	–	0.05%	147
2024 Q4	$401K	Hold	1,350	–	–	0.05%	149
2024 Q3	$366K	Hold	1,350	–	–	0.05%	148
2024 Q2	$313K	Sell	1,350 -3	-0.2%	-$695	0.04%	156
2024 Q1	$308K	Hold	1,353	–	–	0.04%	156
2023 Q4	$253K	Hold	1,353	–	–	0.04%	168
2023 Q3	$202K	Hold	1,353	–	–	0.03%	174
2023 Q2	$236K	Hold	1,353	–	–	0.04%	163
2023 Q1	$223K	Buy	+1,353	New	+$224K	0.04%	169
2022 Q2	–	Sell	-1,353	Closed	-$253K	–	163
2022 Q1	$253K	Hold	1,353	–	–	0.04%	155
2021 Q4	$221K	Hold	1,353	–	–	0.03%	179
2021 Q3	$227K	Hold	1,353	–	–	0.04%	170
2021 Q2	$224K	Buy	+1,353	New	+$212K	0.04%	173

Other funds holding AXP

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

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

J.W. Burns & Co's AXP Position: Q2 2026 in Review

J.W. Burns & Co held its American Express (AXP) position steady in Q2 2026 at 1,371 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #144.

J.W. Burns & Co first reported a position in AXP in Q2 2021 and has held it in 18 quarters since. The position peaked at $518K in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

J.W. Burns & Co held 1,371 shares of American Express worth $464K as of Q2 2026.
J.W. Burns & Co left its American Express share count unchanged in Q2 2026.
American Express made up 0.05% of J.W. Burns & Co's portfolio in Q2 2026, its #144 holding.
J.W. Burns & Co first reported a position in American Express in Q2 2021 and has held it in 18 quarters since.
J.W. Burns & Co's American Express position peaked at $518K in Q4 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.