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Optima Capital’s American Express AXP Stock Holding History

Optima Capital’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 		$515K Buy
1,524
+12
+0.8% +$3.84K 0.2% 93
2026
Q1 		$457K Sell
1,512
-5
-0.3% -$1.68K 0.21% 97
2025
Q4 		$561K Buy
1,517
+8
+0.5% +$2.86K 0.24% 83
2025
Q3 		$501K Sell
1,509
-6
-0.4% -$1.91K 0.24% 87
2025
Q2 		$483K Sell
1,515
-382
-20% -$108K 0.26% 95
2025
Q1 		$510K Hold
1,897
– – 0.33% 76
2024
Q4 		$563K Buy
+1,897
New +$545K 0.39% 76

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

Optima Capital's AXP Position: Q2 2026 in Review

Optima Capital increased its American Express (AXP) stake by 0.79% in Q2 2026, buying an estimated $3.84K and bringing the position to 1,524 shares worth $515K. The position accounts for 0.2% of the portfolio, ranked #93.

Optima Capital first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $563K in Q4 2024. 944 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Optima Capital held 1,524 shares of American Express worth $515K as of Q2 2026.
  • Optima Capital bought 12 American Express shares in Q2 2026, an estimated $3.84K.
  • American Express made up 0.2% of Optima Capital's portfolio in Q2 2026, its #93 holding.
  • Optima Capital first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Optima Capital's American Express position peaked at $563K in Q4 2024.
  • 944 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.