Merrion Investment Management’s American Express AXP Stock Holding History

Merrion 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	$428K	Sell	1,266 -150	-11%	-$48K	0.2%	83
2026 Q1	$428K	Hold	1,416	–	–	0.23%	80
2025 Q4	$524K	Hold	1,416	–	–	0.28%	68
2025 Q3	$470K	Hold	1,416	–	–	0.27%	71
2025 Q2	$452K	Hold	1,416	–	–	0.29%	67
2025 Q1	$381K	Sell	1,416 -405	-22%	-$120K	0.27%	73
2024 Q4	$540K	Hold	1,821	–	–	0.38%	54
2024 Q3	$494K	Hold	1,821	–	–	0.33%	64
2024 Q2	$422K	Hold	1,821	–	–	0.29%	67
2024 Q1	$415K	Hold	1,821	–	–	0.3%	67
2023 Q4	$341K	Sell	1,821 -500	-22%	-$80.5K	0.27%	69
2023 Q3	$346K	Sell	2,321 -280	-11%	-$45.8K	0.3%	61
2023 Q2	$453K	Hold	2,601	–	–	0.38%	52
2023 Q1	$429K	Hold	2,601	–	–	0.41%	49
2022 Q4	$384K	Sell	2,601 -180	-6%	-$26.7K	0.36%	54
2022 Q3	$375K	Sell	2,781 -1,000	-26%	-$151K	0.37%	54
2022 Q2	$524K	Sell	3,781 -110	-3%	-$18.2K	0.51%	44
2022 Q1	$727K	Hold	3,891	–	–	0.53%	37
2021 Q4	$636K	Hold	3,891	–	–	0.47%	45
2021 Q3	$651K	Hold	3,891	–	–	0.5%	41
2021 Q2	$643K	Hold	3,891	–	–	0.49%	43
2021 Q1	$550K	Hold	3,891	–	–	0.46%	49
2020 Q4	$471K	Buy	+3,891	New	+$431K	0.4%	50

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

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

Merrion Investment Management reduced its American Express (AXP) stake by 11% in Q2 2026, selling an estimated $48K and leaving 1,266 shares worth $428K. The position accounts for 0.2% of the portfolio, ranked #83.

Merrion Investment Management first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. The position peaked at $727K in Q1 2022. 860 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Merrion Investment Management held 1,266 shares of American Express worth $428K as of Q2 2026.
Merrion Investment Management sold 150 American Express shares in Q2 2026, an estimated $48K.
American Express made up 0.2% of Merrion Investment Management's portfolio in Q2 2026, its #83 holding.
Merrion Investment Management first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
Merrion Investment Management's American Express position peaked at $727K in Q1 2022.
860 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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