Legacy Private Trust’s American Express AXP Stock Holding History

Legacy Private Trust’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	$458K	Hold	1,355	–	–	0.03%	213
2026 Q1	$410K	Hold	1,355	–	–	0.03%	212
2025 Q4	$501K	Hold	1,355	–	–	0.03%	203
2025 Q3	$450K	Sell	1,355 -10	-0.7%	-$3.18K	0.03%	201
2025 Q2	$435K	Hold	1,365	–	–	0.03%	195
2025 Q1	$367K	Hold	1,365	–	–	0.03%	195
2024 Q4	$405K	Hold	1,365	–	–	0.03%	194
2024 Q3	$370K	Hold	1,365	–	–	0.02%	193
2024 Q2	$316K	Hold	1,365	–	–	0.02%	198
2024 Q1	$311K	Hold	1,365	–	–	0.02%	199
2023 Q4	$256K	Hold	1,365	–	–	0.02%	205
2023 Q3	$204K	Hold	1,365	–	–	0.02%	230
2023 Q2	$238K	Hold	1,365	–	–	0.02%	213
2023 Q1	$225K	Hold	1,365	–	–	0.02%	219
2022 Q4	$202K	Buy	+1,365	New	+$202K	0.02%	220
2022 Q2	–	Sell	-1,365	Closed	-$255K	–	221
2022 Q1	$255K	Hold	1,365	–	–	0.02%	226
2021 Q4	$223K	Hold	1,365	–	–	0.02%	227
2021 Q3	$229K	Hold	1,365	–	–	0.02%	218
2021 Q2	$226K	Buy	+1,365	New	+$214K	0.02%	218
2020 Q1	–	Sell	-2,036	Closed	-$254K	–	205
2019 Q4	$254K	Hold	2,036	–	–	0.03%	217
2019 Q3	$240K	Sell	2,036 -340	-14%	-$41.7K	0.03%	220
2019 Q2	$294K	Sell	2,376 -85	-3%	-$9.98K	0.03%	209
2019 Q1	$269K	Buy	2,461 +45	+2%	+$4.73K	0.03%	200
2018 Q4	$231K	Hold	2,416	–	–	0.03%	210
2018 Q3	$257K	Buy	2,416 +116	+5%	+$12.1K	0.03%	206
2018 Q2	$225K	Hold	2,300	–	–	0.03%	213
2018 Q1	$215K	Hold	2,300	–	–	0.03%	223
2017 Q4	$229K	Hold	2,300	–	–	0.03%	215
2017 Q3	$208K	Buy	+2,300	New	+$198K	0.03%	227
2016 Q2	–	Sell	-4,527	Closed	-$278K	–	228
2016 Q1	$278K	Sell	4,527 -4,675	-51%	-$272K	0.04%	207
2015 Q4	$640K	Sell	9,202 -1,400	-13%	-$102K	0.1%	159
2015 Q3	$786K	Sell	10,602 -50	-0.5%	-$3.85K	0.12%	150
2015 Q2	$828K	Sell	10,652 -17,234	-62%	-$1.37M	0.12%	155
2015 Q1	$2.18M	Sell	27,886 -11,168	-29%	-$928K	0.32%	89
2014 Q4	$3.63M	Buy	39,054 +50	+0.1%	+$4.48K	0.53%	50
2014 Q3	$3.41M	Buy	39,004 +540	+1%	+$48.6K	0.52%	51
2014 Q2	$3.65M	Sell	38,464 -273	-0.7%	-$24.6K	0.56%	47
2014 Q1	$3.49M	Buy	38,737 +1,576	+4%	+$141K	0.61%	46
2013 Q4	$3.37M	Buy	37,161 +4,360	+13%	+$358K	0.62%	44
2013 Q3	$2.48M	Sell	32,801 -41	-0.1%	-$3.08K	0.52%	53
2013 Q2	$2.46M	Buy	+32,842	New	+$2.34M	0.58%	48

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Legacy Private Trust's AXP Position: Q2 2026 in Review

Legacy Private Trust held its American Express (AXP) position steady in Q2 2026 at 1,355 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #213.

Legacy Private Trust first reported a position in AXP in Q2 2013 and has held it in 41 quarters since. The position peaked at $3.65M in Q2 2014. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Legacy Private Trust held 1,355 shares of American Express worth $458K as of Q2 2026.
Legacy Private Trust left its American Express share count unchanged in Q2 2026.
American Express made up 0.03% of Legacy Private Trust's portfolio in Q2 2026, its #213 holding.
Legacy Private Trust first reported a position in American Express in Q2 2013 and has held it in 41 quarters since.
Legacy Private Trust's American Express position peaked at $3.65M in Q2 2014.
2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.