Osaic Holdings’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-9
Closed -$52.8K 7451
2024
Q4
$52.8K Buy
9
+7
+350% +$2.01K ﹤0.01% 4663
2024
Q3
$16.3K Buy
+2
New +$498 ﹤0.01% 5497

Other funds holding AXP

Osaic Holdings's AXP Position: Q2 2026 in Review

Osaic Holdings increased its American Express (AXP) stake by 3.2% in Q2 2026, buying an estimated $3.09M and bringing the position to 309,203 shares worth $105M. The position accounts for 0.12% of the portfolio, ranked #172.

Osaic Holdings first reported a position in AXP in Q1 2020 and has held it in 26 quarters since. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Osaic Holdings held 309,203 shares of American Express worth $105M as of Q2 2026.
  • Osaic Holdings bought 9,637 American Express shares in Q2 2026, an estimated $3.09M.
  • American Express made up 0.12% of Osaic Holdings's portfolio in Q2 2026, its #172 holding.
  • Osaic Holdings first reported a position in American Express in Q1 2020 and has held it in 26 quarters since.
  • 3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.