Manchester Financial’s American Express AXP Stock Holding History

Manchester Financial’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	$377K	Hold	1,116	–	–	0.07%	97
2026 Q1	$337K	Sell	1,116 -79	-7%	-$26.5K	0.06%	101
2025 Q4	$442K	Sell	1,195 -12	-1%	-$4.29K	0.08%	93
2025 Q3	$401K	Sell	1,207 -50	-4%	-$15.9K	0.08%	89
2025 Q2	$401K	Hold	1,257	–	–	0.08%	80
2025 Q1	$338K	Hold	1,257	–	–	0.08%	87
2024 Q4	$373K	Hold	1,257	–	–	0.08%	69
2024 Q3	$341K	Sell	1,257 -7	-0.6%	-$1.74K	0.07%	78
2024 Q2	$293K	Buy	+1,264	New	+$293K	0.07%	81
2021 Q2	–	Sell	-454	Closed	-$64K	–	128
2021 Q1	$64K	Hold	454	–	–	0.03%	150
2020 Q4	$55K	Hold	454	–	–	0.03%	145
2020 Q3	$46K	Hold	454	–	–	0.03%	139
2020 Q2	$43K	Hold	454	–	–	0.03%	137
2020 Q1	$39K	Sell	454 -21	-4%	-$2.44K	0.03%	136
2019 Q4	$59K	Buy	+475	New	+$56.8K	0.02%	123
2019 Q3	–	Sell	-475	Closed	-$59K	–	88
2019 Q2	$59K	Buy	+475	New	+$55.8K	0.03%	126

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Manchester Financial's AXP Position: Q2 2026 in Review

Manchester Financial held its American Express (AXP) position steady in Q2 2026 at 1,116 shares worth $377K. The position accounts for 0.07% of the portfolio, ranked #97.

Manchester Financial first reported a position in AXP in Q2 2019 and has held it in 16 quarters since. The position peaked at $442K in Q4 2025. 1,401 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Manchester Financial held 1,116 shares of American Express worth $377K as of Q2 2026.
Manchester Financial left its American Express share count unchanged in Q2 2026.
American Express made up 0.07% of Manchester Financial's portfolio in Q2 2026, its #97 holding.
Manchester Financial first reported a position in American Express in Q2 2019 and has held it in 16 quarters since.
Manchester Financial's American Express position peaked at $442K in Q4 2025.
1,401 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.