Palisade Asset Management’s American Express AXP Stock Holding History

Palisade Asset Management’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	$2.15M	Sell	6,359 -90	-1%	-$28.8K	0.2%	80
2026 Q1	$1.95M	Sell	6,449 -45	-0.7%	-$15.1K	0.2%	85
2025 Q4	$2.4M	Sell	6,494 -134	-2%	-$48K	0.23%	79
2025 Q3	$2.2M	Sell	6,628 -287	-4%	-$91.3K	0.2%	85
2025 Q2	$2.21M	Sell	6,915 -380	-5%	-$107K	0.22%	85
2025 Q1	$1.96M	Sell	7,295 -232	-3%	-$68.6K	0.2%	86
2024 Q4	$2.23M	Sell	7,527 -138	-2%	-$39.6K	0.23%	82
2024 Q3	$2.08M	Buy	7,665 +107	+1%	+$26.6K	0.2%	85
2024 Q2	$1.75M	Hold	7,558	–	–	0.18%	97
2024 Q1	$1.72M	Sell	7,558 -440	-6%	-$91.2K	0.17%	97
2023 Q4	$1.5M	Sell	7,998 -250	-3%	-$40.2K	0.16%	95
2023 Q3	$1.23M	Hold	8,248	–	–	0.15%	104
2023 Q2	$1.44M	Hold	8,248	–	–	0.17%	100
2023 Q1	$1.36M	Sell	8,248 -275	-3%	-$45.6K	0.17%	99
2022 Q4	$1.26M	Sell	8,523 -2	-0%	-$296	0.14%	108
2022 Q3	$1.15M	Sell	8,525 -198	-2%	-$30K	0.16%	101
2022 Q2	$1.21M	Hold	8,723	–	–	0.16%	99
2022 Q1	$1.63M	Sell	8,723 -160	-2%	-$28.9K	0.19%	91
2021 Q4	$1.45M	Buy	8,883 +51	+0.6%	+$8.7K	0.16%	100
2021 Q3	$1.48M	Hold	8,832	–	–	0.18%	96
2021 Q2	$1.46M	Hold	8,832	–	–	0.17%	93
2021 Q1	$1.25M	Buy	8,832 +73	+0.8%	+$9.64K	0.16%	101
2020 Q4	$1.06M	Buy	8,759 +363	+4%	+$40.2K	0.14%	103
2020 Q3	$842K	Hold	8,396	–	–	0.13%	106
2020 Q2	$799K	Hold	8,396	–	–	0.13%	104
2020 Q1	$719K	Sell	8,396 -188	-2%	-$21.9K	0.13%	105
2019 Q4	$1.07M	Buy	8,584 +531	+7%	+$63.5K	0.16%	103
2019 Q3	$953K	Hold	8,053	–	–	0.15%	105
2019 Q2	$994K	Hold	8,053	–	–	0.15%	101
2019 Q1	$880K	Sell	8,053 -375	-4%	-$39.4K	0.14%	107
2018 Q4	$803K	Hold	8,428	–	–	0.12%	101
2018 Q3	$897K	Sell	8,428 -19	-0.2%	-$1.98K	0.12%	103
2018 Q2	$828K	Hold	8,447	–	–	0.12%	101
2018 Q1	$788K	Hold	8,447	–	–	0.12%	106
2017 Q4	$839K	Hold	8,447	–	–	0.13%	104
2017 Q3	$764K	Buy	8,447 +198	+2%	+$17K	0.14%	94
2017 Q2	$695K	Hold	8,249	–	–	0.14%	87
2017 Q1	$653K	Hold	8,249	–	–	0.12%	91
2016 Q4	$611K	Hold	8,249	–	–	0.12%	94
2016 Q3	$528K	Hold	8,249	–	–	0.1%	99
2016 Q2	$501K	Hold	8,249	–	–	0.09%	100
2016 Q1	$506K	Hold	8,249	–	–	0.1%	100
2015 Q4	$574K	Sell	8,249 -325	-4%	-$23.6K	0.12%	92
2015 Q3	$636K	Sell	8,574 -369	-4%	-$28.4K	0.14%	92
2015 Q2	$695K	Hold	8,943	–	–	0.14%	94
2015 Q1	$699K	Buy	8,943 +200	+2%	+$16.6K	0.14%	91
2014 Q4	$813K	Sell	8,743 -30	-0.3%	-$2.69K	0.16%	85
2014 Q3	$768K	Hold	8,773	–	–	0.16%	86
2014 Q2	$832K	Hold	8,773	–	–	0.17%	82
2014 Q1	$790K	Hold	8,773	–	–	0.17%	84
2013 Q4	$796K	Hold	8,773	–	–	0.18%	83
2013 Q3	$663K	Sell	8,773 -1,000	-10%	-$75.2K	0.17%	84
2013 Q2	$731K	Buy	+9,773	New	+$695K	0.18%	81

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Palisade Asset Management's AXP Position: Q2 2026 in Review

Palisade Asset Management reduced its American Express (AXP) stake by 1.4% in Q2 2026, selling an estimated $28.8K and leaving 6,359 shares worth $2.15M. The position accounts for 0.2% of the portfolio, ranked #80.

Palisade Asset Management first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.4M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Palisade Asset Management held 6,359 shares of American Express worth $2.15M as of Q2 2026.
Palisade Asset Management sold 90 American Express shares in Q2 2026, an estimated $28.8K.
American Express made up 0.2% of Palisade Asset Management's portfolio in Q2 2026, its #80 holding.
Palisade Asset Management first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
Palisade Asset Management's American Express position peaked at $2.4M in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.