OFI Invest Asset Management’s American Express AXP Stock Holding History

OFI Invest Asset 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	$52M	Buy	175,047 +27,425	+19%	+$8.78M	0.52%	46
2026 Q1	$39M	Buy	147,622 +14,101	+11%	+$4.73M	0.52%	42
2025 Q4	$42.2M	Sell	133,521 -38,913	-23%	-$13.9M	0.6%	38
2025 Q3	$48.7M	Sell	172,434 -3,814	-2%	-$1.21M	1.03%	24
2025 Q2	$47.9M	Buy	176,248 +132,009	+298%	+$37.2M	1.19%	22
2025 Q1	$11M	Sell	44,239 -22,796	-34%	-$6.74M	0.29%	73
2024 Q4	$19.2M	Buy	+67,035	New	+$19.3M	0.45%	60
2024 Q2	$13.4M	Sell	61,975 -489	-0.8%	-$113K	0.36%	68
2024 Q1	$13.2M	Buy	62,464 +4,946	+9%	+$1.03M	0.36%	70
2023 Q4	$9.75M	Buy	57,518 +173	+0.3%	+$27.8K	0.33%	64
2023 Q3	$8.08M	Buy	+57,345	New	+$9.38M	0.29%	64

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

OFI Invest Asset Management's AXP Position: Q2 2026 in Review

OFI Invest Asset Management increased its American Express (AXP) stake by 19% in Q2 2026, buying an estimated $8.78M and bringing the position to 175,047 shares worth $52M. The position accounts for 0.52% of the portfolio, ranked #46.

OFI Invest Asset Management first reported a position in AXP in Q3 2023 and has held it in 11 quarters since. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

OFI Invest Asset Management held 175,047 shares of American Express worth $52M as of Q2 2026.
OFI Invest Asset Management bought 27,425 American Express shares in Q2 2026, an estimated $8.78M.
American Express made up 0.52% of OFI Invest Asset Management's portfolio in Q2 2026, its #46 holding.
OFI Invest Asset Management first reported a position in American Express in Q3 2023 and has held it in 11 quarters since.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.