Legacy Advisors’s American Express AXP Stock Holding History

Legacy Advisors’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	$2.04M	Buy	6,024 +1,633	+37%	+$523K	0.19%	68
2026 Q1	$1.33M	Buy	4,391 +4	+0.1%	+$1.34K	0.16%	84
2025 Q4	$1.62M	Buy	4,387 +667	+18%	+$239K	0.17%	72
2025 Q3	$1.24M	Buy	+3,720	New	+$1.18M	0.15%	86
2025 Q2	–	Sell	-5,324	Closed	-$1.43M	–	51
2025 Q1	$1.43M	Buy	5,324 +178	+3%	+$52.6K	0.15%	118
2024 Q4	$1.53M	Buy	5,146 +120	+2%	+$34.5K	0.15%	105
2024 Q3	$1.36M	Buy	5,026 +50	+1%	+$12.4K	0.15%	120
2024 Q2	$1.15M	Buy	4,976 +247	+5%	+$57.2K	0.14%	114
2024 Q1	$1.08M	Buy	4,729 +94	+2%	+$19.5K	0.14%	127
2023 Q4	$868K	Buy	4,635 +93	+2%	+$15K	0.11%	142
2023 Q3	$678K	Buy	4,542 +71	+2%	+$11.6K	0.11%	157
2023 Q2	$779K	Buy	4,471 +24	+0.5%	+$3.87K	0.12%	137
2023 Q1	$734K	Buy	4,447 +20	+0.5%	+$3.32K	0.14%	120
2022 Q4	$654K	Buy	4,427 +175	+4%	+$25.9K	0.12%	122
2022 Q3	$574K	Buy	4,252 +64	+2%	+$9.69K	0.13%	106
2022 Q2	$581K	Sell	4,188 -852	-17%	-$141K	0.12%	106
2022 Q1	$942K	Buy	5,040 +440	+10%	+$79.5K	0.18%	82
2021 Q4	$753K	Hold	4,600	–	–	0.28%	50
2021 Q3	$771K	Buy	4,600 +4	+0.1%	+$669	0.31%	50
2021 Q2	$759K	Hold	4,596	–	–	0.31%	51
2021 Q1	$650K	Buy	4,596 +1,000	+28%	+$132K	0.29%	52
2020 Q4	$435K	Hold	3,596	–	–	0.25%	65
2020 Q3	$360K	Hold	3,596	–	–	0.24%	70
2020 Q2	$342K	Hold	3,596	–	–	0.27%	67
2020 Q1	$308K	Buy	3,596 +1,021	+40%	+$119K	0.31%	68
2019 Q4	$321K	Hold	2,575	–	–	0.2%	99
2019 Q3	$305K	Sell	2,575 -600	-19%	-$73.6K	0.23%	84
2019 Q2	$392K	Sell	3,175 -1,975	-38%	-$232K	0.27%	68
2019 Q1	$562K	Buy	5,150 +2,533	+97%	+$266K	0.18%	96
2018 Q4	$249K	Buy	2,617 +11	+0.4%	+$1.15K	0.19%	99
2018 Q3	$278K	Hold	2,606	–	–	0.14%	119
2018 Q2	$255K	Buy	2,606 +531	+26%	+$52.2K	0.19%	83
2018 Q1	$193K	Hold	2,075	–	–	0.14%	80
2017 Q4	$206K	Sell	2,075 -40	-2%	-$3.81K	0.2%	54
2017 Q3	$191K	Buy	2,115 +40	+2%	+$3.44K	0.21%	52
2017 Q2	$174K	Hold	2,075	–	–	0.22%	51
2017 Q1	$164K	Hold	2,075	–	–	0.22%	49
2016 Q4	$153K	Buy	+2,075	New	+$144K	0.21%	52

Other funds holding AXP

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 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

Legacy Advisors's AXP Position: Q2 2026 in Review

Legacy Advisors increased its American Express (AXP) stake by 37% in Q2 2026, buying an estimated $523K and bringing the position to 6,024 shares worth $2.04M. The position accounts for 0.19% of the portfolio, ranked #68.

Legacy Advisors first reported a position in AXP in Q4 2016 and has held it in 38 quarters since. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Legacy Advisors held 6,024 shares of American Express worth $2.04M as of Q2 2026.
Legacy Advisors bought 1,633 American Express shares in Q2 2026, an estimated $523K.
American Express made up 0.19% of Legacy Advisors's portfolio in Q2 2026, its #68 holding.
Legacy Advisors first reported a position in American Express in Q4 2016 and has held it in 38 quarters since.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.