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Rockland Trust’s American Express AXP Stock Holding History

Rockland Trust’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 		$1.52M Sell
4,488
-147
-3% -$47.1K 0.06% 119
2026
Q1 		$1.4M Sell
4,635
-21
-0.5% -$7.04K 0.06% 121
2025
Q4 		$1.72M Sell
4,656
-326
-7% -$117K 0.07% 114
2025
Q3 		$1.65M Sell
4,982
-176
-3% -$56K 0.07% 120
2025
Q2 		$1.65M Sell
5,158
-475
-8% -$134K 0.08% 99
2025
Q1 		$1.52M Sell
5,633
-1,227
-18% -$363K 0.08% 96
2024
Q4 		$2.04M Sell
6,860
-888
-11% -$255K 0.1% 93
2024
Q3 		$2.1M Sell
7,748
-2,103
-21% -$524K 0.1% 93
2024
Q2 		$2.28M Sell
9,851
-77
-0.8% -$17.8K 0.12% 90
2024
Q1 		$2.26M Sell
9,928
-318
-3% -$65.9K 0.12% 91
2023
Q4 		$1.92M Sell
10,246
-3,263
-24% -$525K 0.11% 99
2023
Q3 		$2.02M Sell
13,509
-6,184
-31% -$1.01M 0.12% 94
2023
Q2 		$3.43M Sell
19,693
-5,273
-21% -$851K 0.21% 79
2023
Q1 		$4.12M Sell
24,966
-82,337
-77% -$13.7M 0.26% 77
2022
Q4 		$15.9M Buy
107,303
+681
+0.6% +$101K 1.01% 34
2022
Q3 		$14.4M Buy
106,622
+4,718
+5% +$714K 1.03% 31
2022
Q2 		$14.1M Buy
101,904
+6,292
+7% +$1.04M 0.98% 35
2022
Q1 		$17.9M Buy
95,612
+3,819
+4% +$690K 1.14% 25
2021
Q4 		$15M Sell
91,793
-992
-1% -$169K 0.96% 34
2021
Q3 		$15.5M Buy
92,785
+2,716
+3% +$454K 1.08% 30
2021
Q2 		$14.9M Buy
90,069
+85,589
+1,910% +$13.4M 1.03% 31
2021
Q1 		$633K Sell
4,480
-635
-12% -$83.9K 0.05% 178
2020
Q4 		$619K Sell
5,115
-1,361
-21% -$151K 0.05% 171
2020
Q3 		$649K Sell
6,476
-352
-5% -$34.6K 0.06% 163
2020
Q2 		$651K Sell
6,828
-139
-2% -$12.8K 0.06% 158
2020
Q1 		$597K Sell
6,967
-428
-6% -$49.8K 0.06% 146
2019
Q4 		$920K Buy
7,395
+261
+4% +$31.2K 0.08% 145
2019
Q3 		$803K Buy
7,134
+700
+11% +$85.8K 0.07% 152
2019
Q2 		$794K Buy
6,434
+265
+4% +$31.1K 0.08% 145
2019
Q1 		$674K Buy
6,169
+100
+2% +$10.5K 0.07% 149
2018
Q4 		$578K Buy
6,069
+742
+14% +$77.6K 0.07% 154
2018
Q3 		$567K Sell
5,327
-4
-0.1% -$416 0.07% 139
2018
Q2 		$522K Buy
5,331
+8
+0.2% +$786 0.07% 138
2018
Q1 		$497K Buy
5,323
+1,257
+31% +$122K 0.07% 146
2017
Q4 		$404K Buy
4,066
+1,812
+80% +$173K 0.05% 146
2017
Q3 		$204K Buy
+2,254
New +$194K 0.03% 160
2016
Q1 		– Sell
-2,953
Closed -$205K – 153
2015
Q4 		$205K Sell
2,953
-5
-0.2% -$364 0.04% 157
2015
Q3 		$219K Sell
2,958
-100
-3% -$7.69K 0.04% 142
2015
Q2 		$238K Buy
3,058
+195
+7% +$15.5K 0.05% 132
2015
Q1 		$224K Buy
+2,863
New +$238K 0.05% 127

Other funds holding AXP

Massachusetts Financial Services
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Rockland Trust's AXP Position: Q2 2026 in Review

Rockland Trust reduced its American Express (AXP) stake by 3.2% in Q2 2026, selling an estimated $47.1K and leaving 4,488 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #119.

Rockland Trust first reported a position in AXP in Q1 2015 and has held it in 40 quarters since. The position peaked at $17.9M in Q1 2022. 1,490 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Rockland Trust held 4,488 shares of American Express worth $1.52M as of Q2 2026.
  • Rockland Trust sold 147 American Express shares in Q2 2026, an estimated $47.1K.
  • American Express made up 0.06% of Rockland Trust's portfolio in Q2 2026, its #119 holding.
  • Rockland Trust first reported a position in American Express in Q1 2015 and has held it in 40 quarters since.
  • Rockland Trust's American Express position peaked at $17.9M in Q1 2022.
  • 1,490 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.