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Mechanics Bank - Trust Department’s American Express AXP Stock Holding History

Mechanics Bank - Trust Department’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 		$471K Buy
1,393
+193
+16% +$61.8K 0.06% 158
2026
Q1 		$363K Sell
1,200
-60
-5% -$20.1K 0.05% 160
2025
Q4 		$466K Sell
1,260
-45
-3% -$16.1K 0.06% 156
2025
Q3 		$433K Sell
1,305
-89
-6% -$28.3K 0.06% 158
2025
Q2 		$445K Sell
1,394
-912
-40% -$257K 0.06% 163
2025
Q1 		$620K Hold
2,306
– – 0.08% 148
2024
Q4 		$684K Sell
2,306
-364
-14% -$105K 0.09% 139
2024
Q3 		$724K Buy
2,670
+90
+3% +$22.4K 0.1% 141
2024
Q2 		$597K Hold
2,580
– – 0.09% 144
2024
Q1 		$587K Buy
2,580
+7
+0.3% +$1.45K 0.09% 136
2023
Q4 		$482K Sell
2,573
-150
-6% -$24.1K 0.08% 141
2023
Q3 		$406K Sell
2,723
-25
-0.9% -$4.09K 0.07% 137
2023
Q2 		$479K Buy
2,748
+448
+19% +$72.3K 0.08% 139
2023
Q1 		$379K Hold
2,300
– – 0.06% 143
2022
Q4 		$340K Hold
2,300
– – 0.06% 150
2022
Q3 		$310K Sell
2,300
-50
-2% -$7.57K 0.06% 149
2022
Q2 		$326K Hold
2,350
– – 0.06% 149
2022
Q1 		$439K Sell
2,350
-250
-10% -$45.1K 0.07% 139
2021
Q4 		$425K Sell
2,600
-375
-13% -$63.9K 0.06% 142
2021
Q3 		$498K Hold
2,975
– – 0.08% 135
2021
Q2 		$492K Buy
2,975
+897
+43% +$140K 0.08% 135
2021
Q1 		$294K Sell
2,078
-13
-0.6% -$1.72K 0.05% 154
2020
Q4 		$253K Buy
2,091
+70
+3% +$7.75K 0.05% 153
2020
Q3 		$203K Buy
+2,021
New +$199K 0.04% 158
2020
Q1 		– Sell
-1,641
Closed -$204K – 150
2019
Q4 		$204K Buy
+1,641
New +$196K 0.04% 172
2019
Q3 		– Sell
-1,641
Closed -$203K – 227
2019
Q2 		$203K Buy
+1,641
New +$193K 0.05% 148
2018
Q4 		– Sell
-7,004
Closed -$746K – 151
2018
Q3 		$746K Buy
7,004
+93
+1% +$9.67K 0.16% 103
2018
Q2 		$677K Buy
6,911
+201
+3% +$19.8K 0.15% 103
2018
Q1 		$626K Buy
+6,710
New +$650K 0.15% 106
2017
Q1 		– Sell
-4,484
Closed -$332K – 167
2016
Q4 		$332K Buy
+4,484
New +$310K 0.08% 133
2015
Q4 		– Sell
-2,757
Closed -$204K – 118
2015
Q3 		$204K Sell
2,757
-925
-25% -$71.2K 0.08% 115
2015
Q2 		$286K Sell
3,682
-1,235
-25% -$98K 0.1% 107
2015
Q1 		$384K Sell
4,917
-275
-5% -$22.8K 0.12% 100
2014
Q4 		$483K Sell
5,192
-4,150
-44% -$372K 0.15% 91
2014
Q3 		$818K Buy
9,342
+951
+11% +$85.6K 0.25% 70
2014
Q2 		$796K Sell
8,391
-730
-8% -$65.8K 0.23% 72
2014
Q1 		$821K Buy
9,121
+100
+1% +$8.93K 0.19% 74
2013
Q4 		$818K Buy
9,021
+1,200
+15% +$98.6K 0.2% 76
2013
Q3 		$591K Buy
7,821
+542
+7% +$40.8K 0.16% 78
2013
Q2 		$544K Buy
+7,279
New +$518K 0.15% 84

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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
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

Mechanics Bank - Trust Department's AXP Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its American Express (AXP) stake by 16% in Q2 2026, buying an estimated $61.8K and bringing the position to 1,393 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #158.

Mechanics Bank - Trust Department first reported a position in AXP in Q2 2013 and has held it in 40 quarters since. The position peaked at $821K in Q1 2014. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Mechanics Bank - Trust Department held 1,393 shares of American Express worth $471K as of Q2 2026.
  • Mechanics Bank - Trust Department bought 193 American Express shares in Q2 2026, an estimated $61.8K.
  • American Express made up 0.06% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #158 holding.
  • Mechanics Bank - Trust Department first reported a position in American Express in Q2 2013 and has held it in 40 quarters since.
  • Mechanics Bank - Trust Department's American Express position peaked at $821K in Q1 2014.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.