Jackson Grant Investment Advisers’s American Express AXP Stock Holding History

Jackson Grant Investment Advisers’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	$68.7K	Hold	203	–	–	0.02%	179
2026 Q1	$61.4K	Hold	203	–	–	0.02%	191
2025 Q4	$75.1K	Hold	203	–	–	0.02%	177
2025 Q3	$67.4K	Hold	203	–	–	0.02%	183
2025 Q2	$64.8K	Hold	203	–	–	0.02%	166
2025 Q1	$54.6K	Hold	203	–	–	0.02%	170
2024 Q4	$60.2K	Hold	203	–	–	0.02%	170
2024 Q3	$55.1K	Hold	203	–	–	0.02%	174
2024 Q2	$47K	Hold	203	–	–	0.02%	184
2024 Q1	$46.2K	Hold	203	–	–	0.02%	184
2023 Q4	$38K	Hold	203	–	–	0.02%	187
2023 Q3	$30.3K	Hold	203	–	–	0.01%	198
2023 Q2	$35.4K	Hold	203	–	–	0.02%	191
2023 Q1	$33.5K	Buy	203 +13	+7%	+$2.16K	0.02%	218
2022 Q4	$28.1K	Hold	190	–	–	0.01%	230
2022 Q3	$26K	Hold	190	–	–	0.01%	237
2022 Q2	$26K	Hold	190	–	–	0.01%	244
2022 Q1	$36K	Hold	190	–	–	0.02%	232
2021 Q4	$31K	Hold	190	–	–	0.02%	204
2021 Q3	$32K	Buy	190 +100	+111%	+$16.7K	0.01%	248
2021 Q2	$15K	Hold	90	–	–	0.01%	323
2021 Q1	$13K	Hold	90	–	–	0.01%	322
2020 Q4	$11K	Hold	90	–	–	0.01%	305
2020 Q3	$9K	Hold	90	–	–	0.01%	207
2020 Q2	$9K	Buy	+90	New	+$8.29K	0.01%	204
2019 Q1	–	Sell	-61	Closed	-$6K	–	229
2018 Q4	$6K	Buy	+61	New	+$6.38K	﹤0.01%	207
2016 Q1	–	Sell	-1,112	Closed	-$77K	–	164
2015 Q4	$77K	Buy	+1,112	New	+$80.9K	0.07%	89

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Jackson Grant Investment Advisers's AXP Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its American Express (AXP) position steady in Q2 2026 at 203 shares worth $68.7K. The position accounts for 0.02% of the portfolio, ranked #179.

Jackson Grant Investment Advisers first reported a position in AXP in Q4 2015 and has held it in 27 quarters since. The position peaked at $77K in Q4 2015. 1,385 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Jackson Grant Investment Advisers held 203 shares of American Express worth $68.7K as of Q2 2026.
Jackson Grant Investment Advisers left its American Express share count unchanged in Q2 2026.
American Express made up 0.02% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #179 holding.
Jackson Grant Investment Advisers first reported a position in American Express in Q4 2015 and has held it in 27 quarters since.
Jackson Grant Investment Advisers's American Express position peaked at $77K in Q4 2015.
1,385 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.