Patton Fund Management’s American Express AXP Stock Holding History

Patton Fund 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	–	Sell	-809	Closed	-$245K	–	124
2026 Q1	$245K	Sell	809 -16,065	-95%	-$5.39M	0.04%	305
2025 Q4	$6.24M	Buy	16,874 +8,130	+93%	+$2.91M	0.84%	45
2025 Q3	$2.9M	Sell	8,744 -235	-3%	-$74.7K	0.52%	66
2025 Q2	$2.86M	Sell	8,979 -6,760	-43%	-$1.9M	0.63%	44
2025 Q1	$4.23M	Sell	15,739 -4,631	-23%	-$1.37M	1.03%	39
2024 Q4	$6.05M	Buy	+20,370	New	+$5.85M	1.18%	31

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 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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Patton Fund Management's AXP Position: Q2 2026 in Review

Patton Fund Management sold out of American Express (AXP) in Q2 2026, closing a stake of 809 shares — an estimated $245K sold.

Patton Fund Management first reported a position in AXP in Q4 2024 and held it in 6 quarters. The position peaked at $6.24M in Q4 2025. 764 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Patton Fund Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 809 American Express shares in Q2 2026, an estimated $245K.
Patton Fund Management first reported a position in American Express in Q4 2024 and held it in 6 quarters.
Patton Fund Management's American Express position peaked at $6.24M in Q4 2025.
764 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.