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Leavell Investment Management’s American Express AXP Stock Holding History

Leavell Investment 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 		$2.4M Buy
7,093
+475
+7% +$152K 0.09% 208
2026
Q1 		$2M Buy
6,618
+280
+4% +$93.9K 0.08% 226
2025
Q4 		$2.34M Hold
6,338
– – 0.1% 199
2025
Q3 		$2.11M Buy
6,338
+218
+4% +$69.3K 0.09% 212
2025
Q2 		$1.95M Buy
6,120
+255
+4% +$71.8K 0.09% 214
2025
Q1 		$1.58M Sell
5,865
-78
-1% -$23.1K 0.08% 230
2024
Q4 		$1.76M Buy
5,943
+295
+5% +$84.8K 0.09% 209
2024
Q3 		$1.53M Buy
5,648
+635
+13% +$158K 0.08% 231
2024
Q2 		$1.16M Buy
5,013
+588
+13% +$136K 0.06% 254
2024
Q1 		$1.01M Sell
4,425
-122
-3% -$25.3K 0.06% 265
2023
Q4 		$852K Hold
4,547
– – 0.05% 275
2023
Q3 		$678K Buy
4,547
+26
+0.6% +$4.25K 0.05% 294
2023
Q2 		$788K Hold
4,521
– – 0.05% 276
2023
Q1 		$746K Hold
4,521
– – 0.05% 280
2022
Q4 		$668K Sell
4,521
-104
-2% -$15.4K 0.05% 289
2022
Q3 		$624K Buy
4,625
+85
+2% +$12.9K 0.05% 285
2022
Q2 		$632K Buy
4,540
+50
+1% +$8.26K 0.05% 281
2022
Q1 		$840K Buy
4,490
+22
+0.5% +$3.97K 0.06% 258
2021
Q4 		$731K Sell
4,468
-134
-3% -$22.9K 0.05% 279
2021
Q3 		$771K Buy
4,602
+18
+0.4% +$3.01K 0.06% 247
2021
Q2 		$650K Hold
4,584
– – 0.05% 260
2021
Q1 		$650K Sell
4,584
-100
-2% -$13.2K 0.05% 260
2020
Q4 		$566K Sell
4,684
-22
-0.5% -$2.44K 0.05% 262
2020
Q3 		$472K Buy
4,706
+316
+7% +$31.1K 0.04% 272
2020
Q2 		$418K Hold
4,390
– – 0.04% 282
2020
Q1 		$376K Sell
4,390
-100
-2% -$11.6K 0.04% 268
2019
Q4 		$559K Hold
4,490
– – 0.05% 256
2019
Q3 		$531K Sell
4,490
-71
-2% -$8.71K 0.05% 258
2019
Q2 		$563K Buy
4,561
+100
+2% +$11.7K 0.06% 248
2019
Q1 		$488K Sell
4,461
-100
-2% -$10.5K 0.05% 258
2018
Q4 		$435K Hold
4,561
– – 0.05% 257
2018
Q3 		$486K Hold
4,561
– – 0.05% 259
2018
Q2 		$447K Hold
4,561
– – 0.05% 266
2018
Q1 		$426K Sell
4,561
-228
-5% -$22.1K 0.05% 274
2017
Q4 		$476K Sell
4,789
-80
-2% -$7.62K 0.06% 263
2017
Q3 		$440K Hold
4,869
– – 0.05% 260
2017
Q2 		$410K Hold
4,869
– – 0.05% 274
2017
Q1 		$385K Hold
4,869
– – 0.05% 269
2016
Q4 		$361K Sell
4,869
-1,856
-28% -$128K 0.05% 273
2016
Q3 		$431K Buy
6,725
+7
+0.1% +$450 0.06% 256
2016
Q2 		$408K Buy
6,718
+1,856
+38% +$118K 0.06% 269
2016
Q1 		$299K Sell
4,862
-2,966
-38% -$173K 0.04% 304
2015
Q4 		$544K Hold
7,828
– – 0.08% 213
2015
Q3 		$580K Sell
7,828
-100
-1% -$7.69K 0.09% 197
2015
Q2 		$616K Sell
7,928
-1,300
-14% -$103K 0.1% 208
2015
Q1 		$721K Sell
9,228
-1,000
-10% -$83.1K 0.11% 197
2014
Q4 		$952K Sell
10,228
-7,500
-42% -$672K 0.15% 169
2014
Q3 		$1.55M Hold
17,728
– – 0.25% 119
2014
Q2 		$1.68M Buy
17,728
+2,000
+13% +$180K 0.27% 115
2014
Q1 		$1.42M Buy
15,728
+3,080
+24% +$275K 0.24% 123
2013
Q4 		$1.15M Buy
12,648
+3,080
+32% +$253K 0.19% 145
2013
Q3 		$723K Hold
9,568
– – 0.13% 171
2013
Q2 		$715K Buy
+9,568
New +$681K 0.13% 167

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
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
CK
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

Leavell Investment Management's AXP Position: Q2 2026 in Review

Leavell Investment Management increased its American Express (AXP) stake by 7.2% in Q2 2026, buying an estimated $152K and bringing the position to 7,093 shares worth $2.4M. The position accounts for 0.09% of the portfolio, ranked #208.

Leavell Investment Management first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. 727 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Leavell Investment Management held 7,093 shares of American Express worth $2.4M as of Q2 2026.
  • Leavell Investment Management bought 475 American Express shares in Q2 2026, an estimated $152K.
  • American Express made up 0.09% of Leavell Investment Management's portfolio in Q2 2026, its #208 holding.
  • Leavell Investment Management first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • 727 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.