Salem Investment Counselors’s American Express AXP Stock Holding History

Salem Investment Counselors’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	$1.44M	Sell	4,263 -76	-2%	-$24.3K	0.04%	198
2026 Q1	$1.31M	Sell	4,339 -61	-1%	-$20.5K	0.04%	194
2025 Q4	$1.63M	Buy	4,400 +43	+1%	+$15.4K	0.05%	169
2025 Q3	$1.45M	Hold	4,357	–	–	0.04%	178
2025 Q2	$1.39M	Hold	4,357	–	–	0.04%	176
2025 Q1	$1.17M	Buy	4,357 +23	+0.5%	+$6.8K	0.04%	175
2024 Q4	$1.29M	Buy	4,334 +147	+4%	+$42.2K	0.04%	178
2024 Q3	$1.14M	Hold	4,187	–	–	0.03%	191
2024 Q2	$970K	Buy	4,187 +208	+5%	+$48.2K	0.03%	199
2024 Q1	$906K	Buy	3,979 +25	+0.6%	+$5.18K	0.03%	207
2023 Q4	$741K	Buy	3,954 +281	+8%	+$45.2K	0.03%	213
2023 Q3	$548K	Sell	3,673 -343	-9%	-$56.1K	0.02%	233
2023 Q2	$700K	Buy	4,016 +32	+0.8%	+$5.16K	0.03%	203
2023 Q1	$657K	Sell	3,984 -18	-0.4%	-$2.99K	0.03%	217
2022 Q4	$591K	Hold	4,002	–	–	0.03%	229
2022 Q3	$540K	Sell	4,002 -78	-2%	-$11.8K	0.02%	226
2022 Q2	$568K	Buy	4,080 +658	+19%	+$109K	0.03%	230
2022 Q1	$640K	Sell	3,422 -143	-4%	-$25.8K	0.03%	230
2021 Q4	$583K	Buy	3,565 +171	+5%	+$29.2K	0.02%	255
2021 Q3	$569K	Buy	3,394 +100	+3%	+$16.7K	0.03%	230
2021 Q2	$544K	Sell	3,294 -50	-1%	-$7.83K	0.03%	231
2021 Q1	$473K	Buy	3,344 +50	+2%	+$6.61K	0.03%	212
2020 Q4	$398K	Buy	3,294 +26	+0.8%	+$2.88K	0.03%	221
2020 Q3	$328K	Buy	3,268 +175	+6%	+$17.2K	0.03%	215
2020 Q2	$294K	Hold	3,093	–	–	0.02%	217
2020 Q1	$265K	Sell	3,093 -148	-5%	-$17.2K	0.03%	209
2019 Q4	$403K	Buy	3,241 +148	+5%	+$17.7K	0.03%	200
2019 Q3	$366K	Hold	3,093	–	–	0.03%	202
2019 Q2	$382K	Sell	3,093 -12	-0.4%	-$1.41K	0.04%	208
2019 Q1	$331K	Buy	3,105 +12	+0.4%	+$1.26K	0.03%	174
2018 Q4	$295K	Sell	3,093 -12	-0.4%	-$1.26K	0.04%	169
2018 Q3	$331K	Buy	3,105 +12	+0.4%	+$1.25K	0.03%	174
2018 Q2	$303K	Buy	3,093 +128	+4%	+$12.6K	0.03%	176
2018 Q1	$272K	Hold	2,965	–	–	0.03%	179
2017 Q4	$294K	Hold	2,965	–	–	0.03%	183
2017 Q3	$269K	Buy	2,965 +99	+3%	+$8.51K	0.03%	184
2017 Q2	$241K	Buy	2,866 +41	+1%	+$3.24K	0.03%	195
2017 Q1	$221K	Buy	+2,825	New	+$221K	0.02%	228
2016 Q4	–	Sell	-2,825	Closed	-$1.81K	–	678
2016 Q3	$1.81K	Buy	+2,825	New	+$181K	0.02%	218
2016 Q1	–	Sell	-2,895	Closed	-$201K	–	253
2015 Q4	$201K	Hold	2,895	–	–	0.03%	243
2015 Q3	$213K	Hold	2,895	–	–	0.03%	244
2015 Q2	$225K	Hold	2,895	–	–	0.03%	251
2015 Q1	$226K	Sell	2,895 -650	-18%	-$54K	0.03%	253
2014 Q4	$330K	Hold	3,545	–	–	0.04%	222
2014 Q3	$310K	Hold	3,545	–	–	0.04%	233
2014 Q2	$336K	Sell	3,545 -200	-5%	-$18K	0.04%	230
2014 Q1	$337K	Buy	3,745 +600	+19%	+$53.6K	0.04%	234
2013 Q4	$285K	Hold	3,145	–	–	0.04%	230
2013 Q3	$238K	Hold	3,145	–	–	0.03%	247
2013 Q2	$235K	Buy	+3,145	New	+$224K	0.03%	242

Other funds holding AXP

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

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

Salem Investment Counselors's AXP Position: Q2 2026 in Review

Salem Investment Counselors reduced its American Express (AXP) stake by 1.8% in Q2 2026, selling an estimated $24.3K and leaving 4,263 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #198.

Salem Investment Counselors first reported a position in AXP in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.63M in Q4 2025. 877 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Salem Investment Counselors held 4,263 shares of American Express worth $1.44M as of Q2 2026.
Salem Investment Counselors sold 76 American Express shares in Q2 2026, an estimated $24.3K.
American Express made up 0.04% of Salem Investment Counselors's portfolio in Q2 2026, its #198 holding.
Salem Investment Counselors first reported a position in American Express in Q2 2013 and has held it in 50 quarters since.
Salem Investment Counselors's American Express position peaked at $1.63M in Q4 2025.
877 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.