Samalin Investment Counsel’s American Express AXP Stock Holding History

Samalin Investment Counsel’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	$385K	Sell	1,138 -28	-2%	-$8.96K	0.12%	207
2026 Q1	$353K	Buy	1,166 +2	+0.2%	+$671	0.13%	222
2025 Q4	$431K	Buy	1,164 +2	+0.2%	+$716	0.15%	190
2025 Q3	$386K	Sell	1,162 -40	-3%	-$12.7K	0.13%	215
2025 Q2	$384K	Buy	1,202 +6	+0.5%	+$1.69K	0.15%	214
2025 Q1	$322K	Buy	1,196 +177	+17%	+$52.3K	0.13%	228
2024 Q4	$303K	Buy	1,019 +257	+34%	+$73.8K	0.13%	222
2024 Q3	$207K	Buy	+762	New	+$190K	0.09%	260

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 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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

Samalin Investment Counsel's AXP Position: Q2 2026 in Review

Samalin Investment Counsel reduced its American Express (AXP) stake by 2.4% in Q2 2026, selling an estimated $8.96K and leaving 1,138 shares worth $385K. The position accounts for 0.12% of the portfolio, ranked #207.

Samalin Investment Counsel first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $431K in Q4 2025. 1,244 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Samalin Investment Counsel held 1,138 shares of American Express worth $385K as of Q2 2026.
Samalin Investment Counsel sold 28 American Express shares in Q2 2026, an estimated $8.96K.
American Express made up 0.12% of Samalin Investment Counsel's portfolio in Q2 2026, its #207 holding.
Samalin Investment Counsel first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
Samalin Investment Counsel's American Express position peaked at $431K in Q4 2025.
1,244 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.