Main Street Research’s American Express AXP Stock Holding History

Main Street Research’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	–	Sell	-773	Closed	-$234K	–	143
2026 Q1	$234K	Sell	773 -44	-5%	-$14.8K	0.01%	129
2025 Q4	$302K	Buy	+817	New	+$292K	0.02%	102
2020 Q1	–	Sell	-1,787	Closed	-$222K	–	79
2019 Q4	$222K	Buy	+1,787	New	+$214K	0.04%	97
2015 Q2	–	Sell	-38,181	Closed	-$2.98M	–	136
2015 Q1	$2.98M	Sell	38,181 -360	-0.9%	-$29.9K	0.64%	58
2014 Q4	$3.59M	Sell	38,541 -37,412	-49%	-$3.35M	0.77%	55
2014 Q3	$6.65M	Buy	75,953 +2,420	+3%	+$218K	1.48%	23
2014 Q2	$6.98M	Buy	73,533 +2,896	+4%	+$261K	1.64%	17
2014 Q1	$6.36M	Buy	70,637 +217	+0.3%	+$19.4K	1.54%	23
2013 Q4	$6.39M	Buy	70,420 +110	+0.2%	+$9.04K	1.6%	14
2013 Q3	$5.31M	Buy	70,310 +13,825	+24%	+$1.04M	1.43%	25
2013 Q2	$4.22M	Buy	+56,485	New	+$4.02M	1.28%	29

Other funds holding AXP

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Main Street Research's AXP Position: Q2 2026 in Review

Main Street Research sold out of American Express (AXP) in Q2 2026, closing a stake of 773 shares — an estimated $234K sold.

Main Street Research first reported a position in AXP in Q2 2013 and held it in 11 quarters. The position peaked at $6.98M in Q2 2014. 1,314 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Main Street Research reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Main Street Research sold 773 American Express shares in Q2 2026, an estimated $234K.
Main Street Research first reported a position in American Express in Q2 2013 and held it in 11 quarters.
Main Street Research's American Express position peaked at $6.98M in Q2 2014.
1,314 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.