Monument Capital Management’s American Express AXP Stock Holding History

Monument Capital 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	$380K	Buy	1,124 +185	+20%	+$59.2K	0.08%	193
2026 Q1	$284K	Sell	939 -29	-3%	-$9.72K	0.07%	185
2025 Q4	$358K	Hold	968	–	–	0.09%	163
2025 Q3	$322K	Sell	968 -10	-1%	-$3.18K	0.08%	169
2025 Q2	$312K	Sell	978 -19	-2%	-$5.35K	0.08%	164
2025 Q1	$268K	Sell	997 -53	-5%	-$15.7K	0.08%	159
2024 Q4	$312K	Buy	1,050 +53	+5%	+$15.2K	0.09%	157
2024 Q3	$270K	Hold	997	–	–	0.07%	162
2024 Q2	$231K	Buy	997 +31	+3%	+$7.18K	0.07%	160
2024 Q1	$220K	Buy	+966	New	+$200K	0.06%	177
2023 Q2	–	Sell	-1,275	Closed	-$210K	–	161
2023 Q1	$210K	Buy	+1,275	New	+$212K	0.07%	141
2022 Q4	–	Sell	-1,493	Closed	-$201K	–	156
2022 Q3	$201K	Buy	+1,493	New	+$226K	0.08%	140
2018 Q4	–	Sell	-15	Closed	-$2K	–	108
2018 Q3	$2K	Buy	+15	New	+$1.56K	﹤0.01%	232

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

Monument Capital Management's AXP Position: Q2 2026 in Review

Monument Capital Management increased its American Express (AXP) stake by 20% in Q2 2026, buying an estimated $59.2K and bringing the position to 1,124 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #193.

Monument Capital Management first reported a position in AXP in Q3 2018 and has held it in 13 quarters since. 1,401 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Monument Capital Management held 1,124 shares of American Express worth $380K as of Q2 2026.
Monument Capital Management bought 185 American Express shares in Q2 2026, an estimated $59.2K.
American Express made up 0.08% of Monument Capital Management's portfolio in Q2 2026, its #193 holding.
Monument Capital Management first reported a position in American Express in Q3 2018 and has held it in 13 quarters since.
1,401 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.