JCIC Asset Management’s American Express AXP Stock Holding History

JCIC Asset 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	$124K	Hold	410	–	–	0.04%	66
2026 Q1	$124K	Hold	410	–	–	0.04%	66
2025 Q4	$152K	Hold	410	–	–	0.05%	62
2025 Q3	$136K	Buy	+410	New	+$130K	0.04%	63
2025 Q1	$126K	Hold	470	–	–	0.05%	59
2024 Q4	$139K	Hold	470	–	–	0.06%	52
2024 Q3	$127K	Hold	470	–	–	0.05%	53
2024 Q2	$109K	Hold	470	–	–	0.04%	54
2024 Q1	$107K	Hold	470	–	–	0.04%	56
2023 Q4	$88K	Hold	470	–	–	0.04%	58
2023 Q3	$70.1K	Hold	470	–	–	0.04%	59
2023 Q2	$81.9K	Hold	470	–	–	0.04%	58
2023 Q1	$77.5K	Hold	470	–	–	0.04%	54
2022 Q4	$69K	Hold	470	–	–	0.03%	60
2022 Q3	$70K	Buy	+470	New	+$71.1K	0.03%	61
2022 Q2	–	Sell	-484	Closed	-$91K	–	117
2022 Q1	$91K	Hold	484	–	–	0.03%	69
2021 Q4	$79K	Hold	484	–	–	0.02%	72
2021 Q3	$81K	Hold	484	–	–	0.03%	70
2021 Q2	$99K	Hold	484	–	–	0.03%	72
2021 Q1	$68K	Hold	484	–	–	0.02%	74
2020 Q4	$59K	Buy	484 +14	+3%	+$1.55K	0.02%	74
2020 Q3	$47K	Hold	470	–	–	0.02%	67
2020 Q2	$45K	Hold	470	–	–	0.02%	63
2020 Q1	$40K	Buy	470 +130	+38%	+$15.1K	0.02%	61
2019 Q4	$42K	Hold	340	–	–	0.02%	69
2019 Q3	$40K	Hold	340	–	–	0.02%	67
2019 Q2	$42K	Hold	340	–	–	0.02%	67
2019 Q1	$37K	Hold	340	–	–	0.01%	72
2018 Q4	$32K	Hold	340	–	–	0.01%	66
2018 Q3	$36K	Buy	+340	New	+$35.4K	0.01%	70

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

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

ZIC

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

JCIC Asset Management's AXP Position: Q2 2026 in Review

JCIC Asset Management held its American Express (AXP) position steady in Q2 2026 at 410 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #66.

JCIC Asset Management first reported a position in AXP in Q3 2018 and has held it in 30 quarters since. The position peaked at $152K in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

JCIC Asset Management held 410 shares of American Express worth $124K as of Q2 2026.
JCIC Asset Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.04% of JCIC Asset Management's portfolio in Q2 2026, its #66 holding.
JCIC Asset Management first reported a position in American Express in Q3 2018 and has held it in 30 quarters since.
JCIC Asset Management's American Express position peaked at $152K in Q4 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.