Pacifica Partners’s American Express AXP Stock Holding History

Pacifica Partners’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	$23.9K	Hold	68	–	–	0.01%	236
2026 Q1	$20.6K	Buy	+68	New	+$22.8K	0.01%	254
2025 Q4	–	Sell	-68	Closed	-$22.3K	–	461
2025 Q3	$22.3K	Hold	68	–	–	0.01%	262
2025 Q2	$21.6K	Buy	68 +9	+15%	+$2.53K	0.01%	273
2025 Q1	$14.6K	Buy	59 +14	+31%	+$4.14K	0.01%	305
2024 Q4	$13.4K	Hold	45	–	–	0.01%	318
2024 Q3	$12.2K	Hold	45	–	–	0.01%	339
2024 Q2	$10.6K	Sell	45 -125	-74%	-$28.9K	﹤0.01%	360
2024 Q1	$38.4K	Hold	170	–	–	0.02%	235
2023 Q4	$29K	Buy	+170	New	+$27.4K	0.01%	258
2020 Q4	–	Sell	-80	Closed	-$8K	–	385
2020 Q3	$8K	Hold	80	–	–	0.01%	231
2020 Q2	$8K	Buy	+80	New	+$7.37K	0.01%	252
2020 Q1	–	Sell	-55	Closed	-$7K	–	372
2019 Q4	$7K	Buy	+55	New	+$6.57K	0.01%	265

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

Pacifica Partners's AXP Position: Q2 2026 in Review

Pacifica Partners held its American Express (AXP) position steady in Q2 2026 at 68 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #236.

Pacifica Partners first reported a position in AXP in Q4 2019 and has held it in 13 quarters since. The position peaked at $38.4K in Q1 2024. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Pacifica Partners held 68 shares of American Express worth $23.9K as of Q2 2026.
Pacifica Partners left its American Express share count unchanged in Q2 2026.
American Express made up 0.01% of Pacifica Partners's portfolio in Q2 2026, its #236 holding.
Pacifica Partners first reported a position in American Express in Q4 2019 and has held it in 13 quarters since.
Pacifica Partners's American Express position peaked at $38.4K in Q1 2024.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.