McDonald Partners’s American Express AXP Stock Holding History

McDonald Partners’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	$21K	Buy	+62	New	+$19.9K	0.01%	405

Other funds holding AXP

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

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 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)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

McDonald Partners's AXP Position: Q2 2026 in Review

McDonald Partners opened a new position in American Express (AXP) in Q2 2026: 62 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #405 among its holdings.

1,142 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

McDonald Partners held 62 shares of American Express worth $21K as of Q2 2026.
American Express was a new McDonald Partners position in Q2 2026.
American Express made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #405 holding.
1,142 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.