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Orrstown Financial Services’s American Express AXP Stock Holding History

Orrstown Financial Services’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 		$1.31M Hold
3,859
– – 0.19% 49
2026
Q1 		$1.17M Sell
3,859
-115
-3% -$38.6K 0.2% 52
2025
Q4 		$1.47M Sell
3,974
-77
-2% -$27.6K 0.25% 44
2025
Q3 		$1.35M Sell
4,051
-792
-16% -$252K 0.23% 51
2025
Q2 		$1.54M Sell
4,843
-59
-1% -$16.6K 0.33% 39
2025
Q1 		$1.32M Sell
4,902
-256
-5% -$75.7K 0.31% 41
2024
Q4 		$1.53M Buy
5,158
+685
+15% +$197K 0.41% 40
2024
Q3 		$1.21M Hold
4,473
– – 0.36% 52
2024
Q2 		$1.04M Hold
4,473
– – 0.55% 26
2024
Q1 		$1.02M Sell
4,473
-21
-0.5% -$4.35K 0.57% 27
2023
Q4 		$842K Buy
+4,494
New +$723K 0.67% 29
2022
Q1 		$1.16M Sell
6,178
-535
-8% -$96.6K 2.16% 9
2021
Q4 		$1.17M Sell
6,713
-235
-3% -$40.1K 1.79% 13
2021
Q3 		$1.16M Sell
6,948
-628
-8% -$105K 1.84% 10
2021
Q2 		$1.26M Sell
7,576
-399
-5% -$62.5K 1.83% 12
2021
Q1 		$1.15M Sell
7,975
-136
-2% -$18K 1.63% 18
2020
Q4 		$981K Sell
8,111
-839
-9% -$92.9K 1.45% 24
2020
Q3 		$907K Sell
8,950
-584
-6% -$57.5K 1.43% 23
2020
Q2 		$908K Sell
9,534
-142
-1% -$13.1K 1.49% 23
2020
Q1 		$828K Sell
9,676
-296
-3% -$34.4K 1.19% 22
2019
Q4 		$1.29M Sell
9,972
-417
-4% -$49.8K 1.85% 12
2019
Q3 		$1.25M Sell
10,389
-296
-3% -$36.3K 1.68% 11
2019
Q2 		$1.32M Sell
10,685
-213
-2% -$25K 1.8% 9
2019
Q1 		$1.19M Buy
10,898
+308
+3% +$32.4K 1.67% 16
2018
Q4 		$1.01M Sell
10,590
-120
-1% -$12.6K 1.52% 18
2018
Q3 		$1.14M Sell
10,710
-342
-3% -$35.6K 1.49% 18
2018
Q2 		$1.08M Sell
11,052
-383
-3% -$37.6K 1.35% 21
2018
Q1 		$1.07M Sell
11,435
-375
-3% -$36.3K 1.26% 26
2017
Q4 		$1.17M Sell
11,810
-407
-3% -$38.8K 1.35% 23
2017
Q3 		$1.1M Sell
12,217
-1,913
-14% -$164K 1.23% 28
2017
Q2 		$1.19M Sell
14,130
-1,087
-7% -$86K 1.3% 28
2017
Q1 		$1.2M Sell
15,217
-786
-5% -$61.4K 1.21% 33
2016
Q4 		$1.15M Buy
16,003
+13
+0.1% +$900 1.18% 33
2016
Q3 		$1.02M Sell
15,990
-269
-2% -$17.3K 1.08% 41
2016
Q2 		$988K Sell
16,259
-629
-4% -$39.8K 1.06% 45
2016
Q1 		$1.04M Buy
16,888
+1,869
+12% +$109K 1.12% 43
2015
Q4 		$1.04M Sell
15,019
-268
-2% -$19.5K 1.13% 36
2015
Q3 		$1.13M Sell
15,287
-330
-2% -$25.4K 1.33% 25
2015
Q2 		$1.21M Buy
15,617
+506
+3% +$40.1K 1.32% 30
2015
Q1 		$1.18M Sell
15,111
-301
-2% -$25K 1.27% 31
2014
Q4 		$1.43M Sell
15,412
-1,477
-9% -$132K 1.52% 26
2014
Q3 		$1.48M Sell
16,889
-1,322
-7% -$119K 1.6% 22
2014
Q2 		$1.73M Buy
18,211
+693
+4% +$62.5K 1.83% 18
2014
Q1 		$1.58M Buy
17,518
+353
+2% +$31.5K 1.69% 18
2013
Q4 		$1.56M Buy
17,165
+1,078
+7% +$88.6K 1.62% 22
2013
Q3 		$1.22M Buy
16,087
+620
+4% +$46.6K 1.38% 27
2013
Q2 		$1.16M Buy
+15,467
New +$1.1M 1.68% 20

Other funds holding AXP

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
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Orrstown Financial Services's AXP Position: Q2 2026 in Review

Orrstown Financial Services held its American Express (AXP) position steady in Q2 2026 at 3,859 shares worth $1.31M. The position accounts for 0.19% of the portfolio, ranked #49.

Orrstown Financial Services first reported a position in AXP in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.73M in Q2 2014. 704 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Orrstown Financial Services held 3,859 shares of American Express worth $1.31M as of Q2 2026.
  • Orrstown Financial Services left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.19% of Orrstown Financial Services's portfolio in Q2 2026, its #49 holding.
  • Orrstown Financial Services first reported a position in American Express in Q2 2013 and has held it in 47 quarters since.
  • Orrstown Financial Services's American Express position peaked at $1.73M in Q2 2014.
  • 704 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.