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Oliver Luxxe Assets’s American Express AXP Stock Holding History

Oliver Luxxe Assets’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 		$553K Sell
1,635
-1
-0.1% -$320 0.08% 157
2026
Q1 		$495K Sell
1,636
-23
-1% -$7.71K 0.07% 163
2025
Q4 		$614K Sell
1,659
-423
-20% -$151K 0.09% 151
2025
Q3 		$692K Buy
2,082
+351
+20% +$112K 0.11% 149
2025
Q2 		$552K Sell
1,731
-310
-15% -$87.2K 0.1% 146
2025
Q1 		$549K Sell
2,041
-34,922
-94% -$10.3M 0.1% 153
2024
Q4 		$10.5M Buy
36,963
+18,379
+99% +$5.28M 0.93% 35
2024
Q3 		$5.04M Sell
18,584
-309
-2% -$76.9K 0.9% 40
2024
Q2 		$4.37M Sell
18,893
-278
-1% -$64.4K 0.93% 41
2024
Q1 		$4.37M Sell
19,171
-309
-2% -$64.1K 0.91% 40
2023
Q4 		$3.65M Buy
19,480
+44
+0.2% +$7.08K 0.86% 43
2023
Q3 		$2.9M Buy
19,436
+201
+1% +$32.9K 0.74% 49
2023
Q2 		$3.35M Sell
19,235
-164
-0.8% -$26.5K 0.84% 42
2023
Q1 		$3.2M Buy
19,399
+207
+1% +$34.3K 0.84% 47
2022
Q4 		$2.84M Buy
19,192
+584
+3% +$86.5K 0.79% 49
2022
Q3 		$2.51M Buy
18,608
+534
+3% +$80.8K 0.78% 50
2022
Q2 		$2.5M Buy
18,074
+371
+2% +$61.3K 0.74% 49
2022
Q1 		$3.31M Buy
17,703
+15,662
+767% +$2.83M 0.84% 45
2021
Q4 		$334K Hold
2,041
– – 0.08% 164
2021
Q3 		$342K Hold
2,041
– – 0.09% 157
2021
Q2 		$337K Hold
2,041
– – 0.09% 157
2021
Q1 		$289K Hold
2,041
– – 0.09% 158
2020
Q4 		$247K Hold
2,041
– – 0.08% 157
2020
Q3 		$205K Buy
+2,041
New +$201K 0.08% 137
2020
Q1 		– Sell
-2,141
Closed -$267K – 118
2019
Q4 		$267K Hold
2,141
– – 0.14% 108
2019
Q3 		$241K Hold
2,141
– – 0.14% 107
2019
Q2 		$267K Hold
2,141
– – 0.15% 103
2019
Q1 		$234K Hold
2,141
– – 0.14% 108
2018
Q4 		$204K Hold
2,141
– – 0.14% 98
2018
Q3 		$229K Sell
2,141
-150
-7% -$15.6K 0.13% 97
2018
Q2 		$214K Hold
2,291
– – 0.14% 80
2018
Q1 		$214K Hold
2,291
– – 0.13% 85
2017
Q4 		$228K Buy
+2,291
New +$218K 0.14% 79

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oliver Luxxe Assets's AXP Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its American Express (AXP) stake by 0.06% in Q2 2026, selling an estimated $320 and leaving 1,635 shares worth $553K. The position accounts for 0.08% of the portfolio, ranked #157.

Oliver Luxxe Assets first reported a position in AXP in Q4 2017 and has held it in 33 quarters since. The position peaked at $10.5M in Q4 2024. 859 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Oliver Luxxe Assets held 1,635 shares of American Express worth $553K as of Q2 2026.
  • Oliver Luxxe Assets sold 1 American Express share in Q2 2026, an estimated $320.
  • American Express made up 0.08% of Oliver Luxxe Assets's portfolio in Q2 2026, its #157 holding.
  • Oliver Luxxe Assets first reported a position in American Express in Q4 2017 and has held it in 33 quarters since.
  • Oliver Luxxe Assets's American Express position peaked at $10.5M in Q4 2024.
  • 859 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.