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Joule Financial’s American Express AXP Stock Holding History

Joule Financial’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 		$399K Sell
1,181
-23
-2% -$7.36K 0.11% 73
2026
Q1 		$364K Hold
1,204
– – 0.11% 78
2025
Q4 		$445K Buy
1,204
+39
+3% +$14K 0.13% 66
2025
Q3 		$387K Buy
+1,165
New +$371K 0.12% 74

Other funds holding AXP

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
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Joule Financial's AXP Position: Q2 2026 in Review

Joule Financial reduced its American Express (AXP) stake by 1.9% in Q2 2026, selling an estimated $7.36K and leaving 1,181 shares worth $399K. The position accounts for 0.11% of the portfolio, ranked #73.

Joule Financial first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $445K in Q4 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Joule Financial held 1,181 shares of American Express worth $399K as of Q2 2026.
  • Joule Financial sold 23 American Express shares in Q2 2026, an estimated $7.36K.
  • American Express made up 0.11% of Joule Financial's portfolio in Q2 2026, its #73 holding.
  • Joule Financial first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • Joule Financial's American Express position peaked at $445K in Q4 2025.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.