PBU - The Pension Fund of Early Childhood & Youth Educators’s American Express AXP Stock Holding History

PBU - The Pension Fund of Early Childhood & Youth Educators’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	$25.4M	Sell	74,950 -53,051	-41%	-$17M	0.57%	50
2026 Q1	$38.7M	Buy	128,001 +24,245	+23%	+$8.13M	0.58%	35
2025 Q4	$38.4M	Buy	+103,756	New	+$37.1M	0.55%	39

Other funds holding AXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators's AXP Position: Q2 2026 in Review

PBU - The Pension Fund of Early Childhood & Youth Educators reduced its American Express (AXP) stake by 41% in Q2 2026, selling an estimated $17M and leaving 74,950 shares worth $25.4M. The position accounts for 0.57% of the portfolio, ranked #50.

PBU - The Pension Fund of Early Childhood & Youth Educators first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.7M in Q1 2026. 2,387 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

PBU - The Pension Fund of Early Childhood & Youth Educators held 74,950 shares of American Express worth $25.4M as of Q2 2026.
PBU - The Pension Fund of Early Childhood & Youth Educators sold 53,051 American Express shares in Q2 2026, an estimated $17M.
American Express made up 0.57% of PBU - The Pension Fund of Early Childhood & Youth Educators's portfolio in Q2 2026, its #50 holding.
PBU - The Pension Fund of Early Childhood & Youth Educators first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
PBU - The Pension Fund of Early Childhood & Youth Educators's American Express position peaked at $38.7M in Q1 2026.
2,387 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on PBU - The Pension Fund of Early Childhood & Youth Educators's 13F filing for Q2 2026, filed 16 Jul 2026.