Moment Partners’s American Express AXP Stock Holding History

Moment 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	$1.35M	Hold	4,000	–	–	0.24%	22
2026 Q1	$1.21M	Hold	4,000	–	–	0.22%	30
2025 Q4	$1.48M	Hold	4,000	–	–	0.3%	17
2025 Q3	$1.33M	Sell	4,000 -4	-0.1%	-$1.27K	0.24%	28
2025 Q2	$1.28M	Hold	4,004	–	–	0.24%	25
2025 Q1	$1.08M	Hold	4,004	–	–	0.21%	30
2024 Q4	$1.19M	Buy	+4,004	New	+$1.15M	0.23%	26

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

Moment Partners's AXP Position: Q2 2026 in Review

Moment Partners held its American Express (AXP) position steady in Q2 2026 at 4,000 shares worth $1.35M. The position accounts for 0.24% of the portfolio, ranked #22.

Moment Partners first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Moment Partners held 4,000 shares of American Express worth $1.35M as of Q2 2026.
Moment Partners left its American Express share count unchanged in Q2 2026.
American Express made up 0.24% of Moment Partners's portfolio in Q2 2026, its #22 holding.
Moment Partners first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Moment Partners's American Express position peaked at $1.48M in Q4 2025.
1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.