Prudent Man Investment Management’s American Express AXP Stock Holding History

Prudent Man Investment 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	$166K	Hold	449	–	–	0.06%	29
2026 Q1	$166K	Hold	449	–	–	0.06%	29
2025 Q4	$166K	Buy	449 +385	+602%	+$138K	0.06%	29
2025 Q3	$19K	Hold	64	–	–	0.01%	73
2025 Q2	$19K	Hold	64	–	–	0.01%	73
2025 Q1	$19K	Hold	64	–	–	0.01%	73
2024 Q4	$19K	Buy	+64	New	+$18.4K	0.01%	73

Other funds holding AXP

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

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Prudent Man Investment Management's AXP Position: Q2 2026 in Review

Prudent Man Investment Management held its American Express (AXP) position steady in Q2 2026 at 449 shares worth $166K. The position accounts for 0.06% of the portfolio, ranked #29.

Prudent Man Investment Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 1,490 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Prudent Man Investment Management held 449 shares of American Express worth $166K as of Q2 2026.
Prudent Man Investment Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.06% of Prudent Man Investment Management's portfolio in Q2 2026, its #29 holding.
Prudent Man Investment Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
1,490 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.