Laurie J. Hall Trustee’s American Express AXP Stock Holding History

Laurie J. Hall Trustee’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	$222K	Buy	+656	New	+$210K	0.07%	101
2026 Q1	–	Sell	-656	Closed	-$243K	–	106
2025 Q4	$243K	Sell	656 -33	-5%	-$11.8K	0.08%	98
2025 Q3	$229K	Sell	689 -40	-5%	-$12.7K	0.07%	106
2025 Q2	$233K	Buy	+729	New	+$205K	0.08%	106
2025 Q1	–	Sell	-944	Closed	-$280K	–	120
2024 Q4	$280K	Sell	944 -320	-25%	-$91.9K	0.09%	103
2024 Q3	$343K	Sell	1,264 -40	-3%	-$9.96K	0.11%	99
2024 Q2	$302K	Hold	1,304	–	–	0.11%	95
2024 Q1	$297K	Sell	1,304 -145	-10%	-$30.1K	0.1%	93
2023 Q4	$271K	Hold	1,449	–	–	0.1%	95
2023 Q3	$216K	Hold	1,449	–	–	0.09%	100
2023 Q2	$252K	Hold	1,449	–	–	0.1%	93
2023 Q1	$239K	Hold	1,449	–	–	0.1%	96
2022 Q4	$214K	Hold	1,449	–	–	0.1%	100
2022 Q3	$195K	Hold	1,449	–	–	0.1%	101
2022 Q2	$201K	Sell	1,449 -130	-8%	-$21.5K	0.09%	102
2022 Q1	$295K	Hold	1,579	–	–	0.11%	93
2021 Q4	$258K	Hold	1,579	–	–	0.09%	102
2021 Q3	$265K	Sell	1,579 -10	-0.6%	-$1.67K	0.1%	92
2021 Q2	$263K	Sell	1,589 -445	-22%	-$69.7K	0.1%	96
2021 Q1	$288K	Hold	2,034	–	–	0.11%	98
2020 Q4	$246K	Hold	2,034	–	–	0.1%	101
2020 Q3	$204K	Buy	+2,034	New	+$200K	0.09%	105
2019 Q4	$291K	Hold	2,339	–	–	0.13%	92
2019 Q3	$277K	Hold	2,339	–	–	0.14%	95
2019 Q2	$289K	Hold	2,339	–	–	0.15%	89
2019 Q1	$256K	Sell	2,339 -105	-4%	-$11K	0.13%	95
2018 Q4	$262K	Sell	2,444 -218	-8%	-$22.8K	0.14%	91
2018 Q3	$283K	Sell	2,662 -56	-2%	-$5.82K	0.15%	89
2018 Q2	$266K	Sell	2,718 -100	-4%	-$9.83K	0.15%	84
2018 Q1	$263K	Sell	2,818 -87	-3%	-$8.43K	0.16%	81
2017 Q4	$288K	Hold	2,905	–	–	0.16%	81
2017 Q3	$263K	Hold	2,905	–	–	0.16%	78
2017 Q2	$245K	Hold	2,905	–	–	0.16%	81
2017 Q1	$226K	Sell	2,905 -530	-15%	-$41.4K	0.14%	84
2016 Q4	$259K	Buy	+3,435	New	+$238K	0.17%	83
2016 Q2	$214K	Hold	3,435	–	–	0.14%	88
2016 Q1	$226K	Hold	3,435	–	–	0.14%	87
2015 Q4	$183K	Sell	3,435 -250	-7%	-$18.2K	0.13%	93
2015 Q3	$273K	Sell	3,685 -1,500	-29%	-$115K	0.22%	74
2015 Q2	$403K	Buy	5,185 +650	+14%	+$51.6K	0.29%	65
2015 Q1	$354K	Hold	4,535	–	–	0.26%	70
2014 Q4	$422K	Hold	4,535	–	–	0.3%	60
2014 Q3	$397K	Buy	+4,535	New	+$408K	0.3%	60
2014 Q2	–	Sell	-4,535	Closed	-$408K	–	87
2014 Q1	$408K	Hold	4,535	–	–	0.32%	60
2013 Q4	$411K	Hold	4,535	–	–	0.32%	62
2013 Q3	$342K	Hold	4,535	–	–	0.29%	64
2013 Q2	$339K	Buy	+4,535	New	+$323K	0.3%	63

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

Laurie J. Hall Trustee's AXP Position: Q2 2026 in Review

Laurie J. Hall Trustee opened a new position in American Express (AXP) in Q2 2026: 656 shares worth $222K. The stake represents 0.07% of the portfolio and ranks #101 among its holdings. This is a return to the name: Laurie J. Hall Trustee previously reported a position in AXP as recently as Q4 2025.

Laurie J. Hall Trustee first reported a position in AXP in Q2 2013 and has held it in 47 quarters since. The position peaked at $422K in Q4 2014. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Laurie J. Hall Trustee held 656 shares of American Express worth $222K as of Q2 2026.
American Express was a new Laurie J. Hall Trustee position in Q2 2026.
American Express made up 0.07% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #101 holding.
Laurie J. Hall Trustee first reported a position in American Express in Q2 2013 and has held it in 47 quarters since.
Laurie J. Hall Trustee's American Express position peaked at $422K in Q4 2014.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.