Mine & Arao Wealth Creation & Management’s American Express AXP Stock Holding History

Mine & Arao Wealth Creation & 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	$343K	Hold	1,015	–	–	0.12%	59
2026 Q1	$307K	Hold	1,015	–	–	0.13%	64
2025 Q4	$376K	Buy	1,015 +2	+0.2%	+$716	0.15%	55
2025 Q3	$336K	Buy	1,013 +3	+0.3%	+$954	0.14%	58
2025 Q2	$322K	Buy	1,010 +3	+0.3%	+$844	0.14%	58
2025 Q1	$271K	Buy	1,007 +2	+0.2%	+$591	0.13%	63
2024 Q4	$298K	Hold	1,005	–	–	0.14%	61
2024 Q3	$273K	Hold	1,005	–	–	0.13%	68
2024 Q2	$233K	Hold	1,005	–	–	0.11%	69
2024 Q1	$229K	Buy	1,005 +5	+0.5%	+$1.04K	0.11%	68
2023 Q4	$187K	Hold	1,000	–	–	0.1%	74
2023 Q3	$149K	Hold	1,000	–	–	0.09%	76
2023 Q2	$174K	Sell	1,000 -3	-0.3%	-$484	0.1%	75
2023 Q1	$165K	Buy	+1,003	New	+$166K	0.11%	75
2022 Q4	–	Sell	-1,003	Closed	-$135K	–	324
2022 Q3	$135K	Buy	1,003 +3	+0.3%	+$454	0.1%	75
2022 Q2	$139K	Hold	1,000	–	–	0.1%	78
2022 Q1	$187K	Hold	1,000	–	–	0.11%	72
2021 Q4	$164K	Hold	1,000	–	–	0.09%	81
2021 Q3	$168K	Hold	1,000	–	–	0.1%	77
2021 Q2	$165K	Hold	1,000	–	–	0.1%	81
2021 Q1	$141K	Sell	1,000 -4	-0.4%	-$529	0.09%	86
2020 Q4	$121K	Hold	1,004	–	–	0.09%	83
2020 Q3	$101K	Hold	1,004	–	–	0.08%	86
2020 Q2	$96K	Hold	1,004	–	–	0.09%	79
2020 Q1	$86K	Sell	1,004 -229	-19%	-$26.6K	0.1%	74
2019 Q4	$154K	Buy	+1,233	New	+$147K	0.14%	60

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's AXP Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management held its American Express (AXP) position steady in Q2 2026 at 1,015 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #59.

Mine & Arao Wealth Creation & Management first reported a position in AXP in Q4 2019 and has held it in 26 quarters since. The position peaked at $376K in Q4 2025. 1,401 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Mine & Arao Wealth Creation & Management held 1,015 shares of American Express worth $343K as of Q2 2026.
Mine & Arao Wealth Creation & Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.12% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #59 holding.
Mine & Arao Wealth Creation & Management first reported a position in American Express in Q4 2019 and has held it in 26 quarters since.
Mine & Arao Wealth Creation & Management's American Express position peaked at $376K in Q4 2025.
1,401 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.