McElhenny Sheffield Capital Management’s American Express AXP Stock Holding History

McElhenny Sheffield Capital 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	$416K	Sell	1,231 -4	-0.3%	-$1.28K	0.1%	43
2026 Q1	$374K	Sell	1,235 -1	-0.1%	-$335	0.09%	49
2025 Q4	$457K	Sell	1,236 -543	-31%	-$194K	0.11%	47
2025 Q3	$591K	Buy	1,779 +137	+8%	+$43.6K	0.14%	40
2025 Q2	$524K	Sell	1,642 -7	-0.4%	-$1.97K	0.14%	48
2025 Q1	$444K	Buy	1,649 +5	+0.3%	+$1.48K	0.17%	65
2024 Q4	$488K	Buy	1,644 +7	+0.4%	+$2.01K	0.16%	52
2024 Q3	$444K	Buy	1,637 +2	+0.1%	+$498	0.15%	67
2024 Q2	$379K	Buy	1,635 +12	+0.7%	+$2.78K	0.13%	67
2024 Q1	$369K	Sell	1,623 -2	-0.1%	-$415	0.13%	69
2023 Q4	$304K	Hold	1,625	–	–	0.12%	70
2023 Q3	$243K	Hold	1,625	–	–	0.12%	83
2023 Q2	$283K	Sell	1,625 -15	-0.9%	-$2.42K	0.12%	74
2023 Q1	$270K	Buy	1,640 +46	+3%	+$7.63K	0.14%	75
2022 Q4	$234K	Buy	1,594 +15	+0.9%	+$2.22K	0.11%	81
2022 Q3	$213K	Hold	1,579	–	–	0.16%	82
2022 Q2	$219K	Hold	1,579	–	–	0.1%	91
2022 Q1	$295K	Hold	1,579	–	–	0.1%	90
2021 Q4	$258K	Hold	1,579	–	–	0.1%	107
2021 Q3	$265K	Buy	+1,579	New	+$264K	0.12%	102

Other funds holding AXP

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McElhenny Sheffield Capital Management's AXP Position: Q2 2026 in Review

McElhenny Sheffield Capital Management reduced its American Express (AXP) stake by 0.32% in Q2 2026, selling an estimated $1.28K and leaving 1,231 shares worth $416K. The position accounts for 0.1% of the portfolio, ranked #43.

McElhenny Sheffield Capital Management first reported a position in AXP in Q3 2021 and has held it in 20 quarters since. The position peaked at $591K in Q3 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

McElhenny Sheffield Capital Management held 1,231 shares of American Express worth $416K as of Q2 2026.
McElhenny Sheffield Capital Management sold 4 American Express shares in Q2 2026, an estimated $1.28K.
American Express made up 0.1% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #43 holding.
McElhenny Sheffield Capital Management first reported a position in American Express in Q3 2021 and has held it in 20 quarters since.
McElhenny Sheffield Capital Management's American Express position peaked at $591K in Q3 2025.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.