Sanders Morris Harris’s American Express AXP Stock Holding History

Sanders Morris Harris’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	–	Sell	-3,388	Closed	-$1.02M	–	91
2026 Q1	$1.02M	Buy	+3,388	New	+$1.14M	0.16%	117
2025 Q4	–	Sell	-3,531	Closed	-$1.17M	–	57
2025 Q3	$1.17M	Buy	+3,531	New	+$1.12M	0.15%	100
2025 Q2	–	Sell	-3,731	Closed	-$1.01M	–	173
2025 Q1	$1.01M	Sell	3,731 -161	-4%	-$47.6K	0.16%	88
2024 Q4	$1.16M	Hold	3,892	–	–	0.17%	83
2024 Q3	$1.06M	Hold	3,892	–	–	0.18%	83
2024 Q2	$901K	Hold	3,892	–	–	0.15%	94
2024 Q1	$886K	Hold	3,892	–	–	0.16%	98
2023 Q4	$732K	Hold	3,892	–	–	0.36%	75
2023 Q3	$580K	Buy	3,892 +595	+18%	+$97.3K	0.12%	137
2023 Q2	$578K	Buy	+3,297	New	+$532K	0.13%	121
2023 Q1	–	Sell	-3,042	Closed	-$449K	–	152
2022 Q4	$449K	Hold	3,042	–	–	0.17%	124
2022 Q3	$426K	Hold	3,042	–	–	0.1%	158
2022 Q2	$427K	Hold	3,042	–	–	0.09%	171
2022 Q1	$569K	Hold	3,042	–	–	0.11%	145
2021 Q4	$511K	Hold	3,042	–	–	0.09%	169
2021 Q3	$531K	Sell	3,042 -40	-1%	-$6.69K	0.1%	158
2021 Q2	$523K	Buy	3,082 +40	+1%	+$6.26K	0.1%	162
2021 Q1	$448K	Hold	3,042	–	–	0.09%	174
2020 Q4	$372K	Sell	3,042 -250	-8%	-$27.7K	0.08%	195
2020 Q3	$344K	Buy	+3,292	New	+$324K	0.09%	186
2020 Q1	–	Sell	-28,270	Closed	-$3.51M	–	160
2019 Q4	$3.51M	Buy	28,270 +4,650	+20%	+$556K	0.8%	27
2019 Q3	$2.7M	Sell	23,620 -1,000	-4%	-$123K	0.65%	35
2019 Q2	$3.07M	Buy	24,620 +21,620	+721%	+$2.54M	0.8%	26
2019 Q1	$328K	Hold	3,000	–	–	0.16%	85
2018 Q4	$286K	Sell	3,000 -170	-5%	-$17.8K	0.16%	84
2018 Q3	$337K	Hold	3,170	–	–	0.16%	91
2018 Q2	$311K	Hold	3,170	–	–	0.14%	93
2018 Q1	$296K	Hold	3,170	–	–	0.12%	102
2017 Q4	$315K	Hold	3,170	–	–	0.13%	84
2017 Q3	$286K	Hold	3,170	–	–	0.12%	97
2017 Q2	$267K	Hold	3,170	–	–	0.11%	95
2017 Q1	$250K	Sell	3,170 -25	-0.8%	-$1.95K	0.09%	111
2016 Q4	$236K	Hold	3,195	–	–	0.11%	95
2016 Q3	$204K	Sell	3,195 -295	-8%	-$19K	0.06%	139
2016 Q2	$212K	Sell	3,490 -106	-3%	-$6.71K	0.05%	204
2016 Q1	$220K	Buy	+3,596	New	+$209K	0.04%	274

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Sanders Morris Harris's AXP Position: Q2 2026 in Review

Sanders Morris Harris sold out of American Express (AXP) in Q2 2026, closing a stake of 3,388 shares — an estimated $1.02M sold.

Sanders Morris Harris first reported a position in AXP in Q1 2016 and held it in 36 quarters. The position peaked at $3.51M in Q4 2019. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sanders Morris Harris reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 3,388 American Express shares in Q2 2026, an estimated $1.02M.
Sanders Morris Harris first reported a position in American Express in Q1 2016 and held it in 36 quarters.
Sanders Morris Harris's American Express position peaked at $3.51M in Q4 2019.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.