MIM
AXP icon

Montgomery Investment Management’s American Express AXP Stock Holding History

Montgomery 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 		$397K Hold
1,175
– – 0.12% 84
2026
Q1 		$355K Hold
1,175
– – 0.12% 90
2025
Q4 		$435K Hold
1,175
– – 0.16% 76
2025
Q3 		$390K Hold
1,175
– – 0.14% 77
2025
Q2 		$375K Hold
1,175
– – 0.15% 74
2025
Q1 		$316K Hold
1,175
– – 0.13% 78
2024
Q4 		$349K Hold
1,175
– – 0.14% 73
2024
Q3 		$319K Hold
1,175
– – 0.12% 73
2024
Q2 		$272K Hold
1,175
– – 0.11% 77
2024
Q1 		$268K Hold
1,175
– – 0.1% 80
2023
Q4 		$220K Buy
+1,175
New +$189K 0.07% 85
2023
Q3 		– Sell
-1,175
Closed -$205K – 88
2023
Q2 		$205K Buy
+1,175
New +$190K 0.07% 84
2022
Q2 		– Sell
-1,175
Closed -$220K – 78
2022
Q1 		$220K Buy
+1,175
New +$212K 0.08% 82
2021
Q4 		– Sell
-1,201
Closed -$201K – 89
2021
Q3 		$201K Buy
+1,201
New +$201K 0.08% 81
2020
Q1 		– Sell
-1,686
Closed -$210K – 86
2019
Q4 		$210K Sell
1,686
-100
-6% -$12K 0.09% 84
2019
Q3 		$211K Sell
1,786
-285
-14% -$34.9K 0.09% 85
2019
Q2 		$256K Sell
2,071
-350
-14% -$41.1K 0.11% 84
2019
Q1 		$265K Sell
2,421
-117
-5% -$12.3K 0.12% 83
2018
Q4 		$242K Hold
2,538
– – 0.12% 82
2018
Q3 		$270K Sell
2,538
-25
-1% -$2.6K 0.11% 87
2018
Q2 		$251K Sell
2,563
-350
-12% -$34.4K 0.1% 86
2018
Q1 		$272K Hold
2,913
– – 0.11% 80
2017
Q4 		$289K Sell
2,913
-220
-7% -$21K 0.12% 83
2017
Q3 		$283K Sell
3,133
-1,100
-26% -$94.5K 0.13% 83
2017
Q2 		$357K Sell
4,233
-2,824
-40% -$223K 0.16% 74
2017
Q1 		$558K Sell
7,057
-235
-3% -$18.4K 0.24% 63
2016
Q4 		$540K Sell
7,292
-435
-6% -$30.1K 0.23% 64
2016
Q3 		$495K Sell
7,727
-60
-0.8% -$3.85K 0.23% 64
2016
Q2 		$473K Buy
+7,787
New +$493K 0.23% 64

Other funds holding AXP

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Montgomery Investment Management held its American Express (AXP) position steady in Q2 2026 at 1,175 shares worth $397K. The position accounts for 0.12% of the portfolio, ranked #84.

Montgomery Investment Management first reported a position in AXP in Q2 2016 and has held it in 29 quarters since. The position peaked at $558K in Q1 2017. 1,459 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Montgomery Investment Management held 1,175 shares of American Express worth $397K as of Q2 2026.
  • Montgomery Investment Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.12% of Montgomery Investment Management's portfolio in Q2 2026, its #84 holding.
  • Montgomery Investment Management first reported a position in American Express in Q2 2016 and has held it in 29 quarters since.
  • Montgomery Investment Management's American Express position peaked at $558K in Q1 2017.
  • 1,459 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.