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Martin Investment Management’s American Express AXP Stock Holding History

Martin 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 		$10.5M Sell
31,174
-688
-2% -$220K 3.52% 10
2026
Q1 		$9.64M Buy
31,862
+98
+0.3% +$32.9K 2.88% 14
2025
Q4 		$11.8M Sell
31,764
-2,495
-7% -$893K 3.29% 10
2025
Q3 		$11.4M Sell
34,259
-264
-0.8% -$84K 2.89% 13
2025
Q2 		$11M Sell
34,523
-63
-0.2% -$17.7K 2.82% 13
2025
Q1 		$9.31M Sell
34,586
-116
-0.3% -$34.3K 2.35% 14
2024
Q4 		$10.3M Sell
34,702
-6,398
-16% -$1.84M 2.83% 12
2024
Q3 		$11.1M Sell
41,100
-2,693
-6% -$671K 2.73% 13
2024
Q2 		$10.1M Sell
43,793
-1,640
-4% -$380K 2.6% 13
2024
Q1 		$10.3M Sell
45,433
-601
-1% -$125K 2.54% 13
2023
Q4 		$8.62M Sell
46,034
-3,864
-8% -$622K 2.57% 13
2023
Q3 		$7.44M Sell
49,898
-2,189
-4% -$358K 2.23% 15
2023
Q2 		$9.07M Sell
52,087
-1,823
-3% -$294K 2.56% 13
2023
Q1 		$8.89M Sell
53,910
-2,234
-4% -$371K 2.56% 14
2022
Q4 		$8.3M Buy
56,144
+909
+2% +$135K 2.6% 12
2022
Q3 		$7.45M Sell
55,235
-123
-0.2% -$18.6K 2.61% 14
2022
Q2 		$7.67M Sell
55,358
-873
-2% -$144K 2.17% 16
2022
Q1 		$10.5M Buy
56,231
+3,557
+7% +$642K 2.66% 14
2021
Q4 		$8.62M Sell
52,674
-1,224
-2% -$209K 2.14% 17
2021
Q3 		$9.03M Sell
53,898
-142
-0.3% -$23.7K 2.28% 15
2021
Q2 		$8.93M Sell
54,040
-1,799
-3% -$282K 2.3% 15
2021
Q1 		$7.9M Buy
55,839
+1,046
+2% +$138K 2.23% 17
2020
Q4 		$6.63M Buy
54,793
+343
+0.6% +$38K 2.12% 21
2020
Q3 		$5.46M Buy
54,450
+3,495
+7% +$344K 1.97% 22
2020
Q2 		$4.85M Buy
50,955
+11,057
+28% +$1.02M 2.02% 23
2020
Q1 		$3.42M Sell
39,898
-13,171
-25% -$1.53M 1.73% 27
2019
Q4 		$6.61M Sell
53,069
-52,890
-50% -$6.32M 2.29% 24
2019
Q3 		$12.5M Buy
105,959
+8,031
+8% +$985K 3.07% 15
2019
Q2 		$12.1M Sell
97,928
-7,590
-7% -$891K 3.04% 17
2019
Q1 		$11.5M Buy
105,518
+44
+0% +$4.62K 3% 14
2018
Q4 		$10.1M Sell
105,474
-2,194
-2% -$230K 3.24% 16
2018
Q3 		$11.5M Sell
107,668
-24,910
-19% -$2.59M 3.08% 15
2018
Q2 		$13M Sell
132,578
-6,868
-5% -$675K 3.27% 11
2018
Q1 		$13M Buy
139,446
+14,027
+11% +$1.36M 3.3% 11
2017
Q4 		$11.3M Hold
125,419
– – 3.17% 14
2017
Q3 		$11.3M Buy
125,419
+2,366
+2% +$203K 3.17% 14
2017
Q2 		$10.4M Sell
123,053
-2,479
-2% -$196K 2.92% 21
2017
Q1 		$9.93M Sell
125,532
-43,595
-26% -$3.41M 2.81% 22
2016
Q4 		$12.5M Sell
169,127
-66,361
-28% -$4.59M 2.38% 27
2016
Q3 		$15.1M Buy
235,488
+11,714
+5% +$753K 2.48% 24
2016
Q2 		$13.6M Sell
223,774
-13,589
-6% -$861K 2.27% 25
2016
Q1 		$14.6M Sell
237,363
-7,085
-3% -$412K 2.27% 25
2015
Q4 		$17M Sell
244,448
-23
-0% -$1.67K 2.7% 23
2015
Q3 		$18.1M Sell
244,471
-12,646
-5% -$973K 2.92% 19
2015
Q2 		$20M Sell
257,117
-469
-0.2% -$37.2K 2.86% 23
2015
Q1 		$20.1M Buy
257,586
+58,859
+30% +$4.89M 2.81% 22
2014
Q4 		$18.5M Buy
198,727
+8,058
+4% +$722K 3.04% 16
2014
Q3 		$16.7M Sell
190,669
-8,130
-4% -$732K 2.95% 18
2014
Q2 		$18.9M Sell
198,799
-824
-0.4% -$74.3K 3.39% 15
2014
Q1 		$18M Sell
199,623
-8,810
-4% -$787K 3.42% 16
2013
Q4 		$18.9M Buy
208,433
+11,428
+6% +$939K 3.49% 13
2013
Q3 		$14.9M Buy
197,005
+1,315
+0.7% +$98.9K 3.23% 18
2013
Q2 		$14.6M Buy
+195,690
New +$13.9M 3.46% 16

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

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

Martin Investment Management reduced its American Express (AXP) stake by 2.2% in Q2 2026, selling an estimated $220K and leaving 31,174 shares worth $10.5M. The position accounts for 3.52% of the portfolio, ranked #10.

Martin Investment Management first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.1M in Q1 2015. 683 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Martin Investment Management held 31,174 shares of American Express worth $10.5M as of Q2 2026.
  • Martin Investment Management sold 688 American Express shares in Q2 2026, an estimated $220K.
  • American Express made up 3.52% of Martin Investment Management's portfolio in Q2 2026, its #10 holding.
  • Martin Investment Management first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • Martin Investment Management's American Express position peaked at $20.1M in Q1 2015.
  • 683 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Martin Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.