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Perpetual Ltd’s American Express AXP Stock Holding History

Perpetual Ltd’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 		$748K Buy
2,211
+10
+0.5% +$3.2K 0.01% 266
2026
Q1 		$666K Buy
2,201
+300
+16% +$101K 0.01% 271
2025
Q4 		$703K Buy
1,901
+617
+48% +$221K 0.01% 265
2025
Q3 		$426K Buy
1,284
+328
+34% +$104K 0.01% 340
2025
Q2 		$305K Buy
956
+11
+1% +$3.1K ﹤0.01% 375
2025
Q1 		$254K Hold
945
– – ﹤0.01% 386
2024
Q4 		$280K Buy
945
+1
+0.1% +$287 ﹤0.01% 380
2024
Q3 		$256K Sell
944
-8,422
-90% -$2.1M ﹤0.01% 387
2024
Q2 		$2.17M Buy
9,366
+7,922
+549% +$1.83M 0.02% 208
2024
Q1 		$305K Sell
1,444
-1,964
-58% -$407K ﹤0.01% 395
2023
Q4 		$638K Buy
3,408
+321
+10% +$51.7K 0.01% 324
2023
Q3 		$461K Sell
3,087
-630
-17% -$103K ﹤0.01% 353
2023
Q2 		$648K Sell
3,717
-1,803
-33% -$291K 0.01% 360
2023
Q1 		$911K Buy
+5,520
New +$916K 0.01% 339
2020
Q3 		$140K Hold
1,397
– – 0.01% 298
2020
Q2 		$133K Buy
+1,397
New +$129K 0.01% 216
2019
Q2 		– Sell
-2,197
Closed -$240K – 165
2019
Q1 		$240K Hold
2,197
– – 0.03% 148
2018
Q4 		$207K Hold
2,197
– – 0.03% 158
2018
Q3 		$234K Hold
2,197
– – 0.03% 163
2018
Q2 		$216K Buy
+2,197
New +$216K 0.03% 160
2018
Q1 		– Sell
-2,197
Closed -$220K – 168
2017
Q4 		$220K Sell
2,197
-600
-21% -$57.1K 0.03% 165
2017
Q3 		$257K Sell
2,797
-32,465
-92% -$2.79M 0.04% 141
2017
Q2 		$2.97M Hold
35,262
– – 0.23% 117
2017
Q1 		$2.74M Buy
+35,262
New +$2.76M 0.27% 81
2016
Q4 		– Sell
-32,465
Closed -$2.08M – 120
2016
Q3 		$2.08M Hold
32,465
– – 0.17% 130
2016
Q2 		$1.97M Sell
32,465
-3,697
-10% -$234K 0.2% 108
2016
Q1 		$2.22M Buy
36,162
+6,100
+20% +$355K 0.23% 97
2015
Q4 		$2.09M Sell
30,062
-642
-2% -$46.7K 0.23% 94
2015
Q3 		$2.28M Buy
30,704
+20,437
+199% +$1.57M 0.27% 81
2015
Q2 		$798K Hold
10,267
– – 0.09% 125
2015
Q1 		$802K Hold
10,267
– – 0.09% 127
2014
Q4 		$955K Buy
10,267
+741
+8% +$66.4K 0.11% 148
2014
Q3 		$834K Sell
9,526
-10,904
-53% -$982K 0.09% 145
2014
Q2 		$1.94M Buy
20,430
+3,194
+19% +$288K 0.17% 108
2014
Q1 		$1.55M Sell
17,236
-7,524
-30% -$672K 0.23% 99
2013
Q4 		$2.25M Sell
24,760
-275
-1% -$22.6K 0.3% 75
2013
Q3 		$1.89M Sell
25,035
-1,375
-5% -$103K 0.27% 81
2013
Q2 		$1.97M Buy
+26,410
New +$1.88M 0.3% 74

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Perpetual Ltd's AXP Position: Q2 2026 in Review

Perpetual Ltd increased its American Express (AXP) stake by 0.45% in Q2 2026, buying an estimated $3.2K and bringing the position to 2,211 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #266.

Perpetual Ltd first reported a position in AXP in Q2 2013 and has held it in 38 quarters since. The position peaked at $2.97M in Q2 2017. 1,244 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Perpetual Ltd held 2,211 shares of American Express worth $748K as of Q2 2026.
  • Perpetual Ltd bought 10 American Express shares in Q2 2026, an estimated $3.2K.
  • American Express made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #266 holding.
  • Perpetual Ltd first reported a position in American Express in Q2 2013 and has held it in 38 quarters since.
  • Perpetual Ltd's American Express position peaked at $2.97M in Q2 2017.
  • 1,244 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.