Sather Financial Group’s American Express AXP Stock Holding History

Sather Financial Group’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	$249K	Buy	+735	New	+$235K	0.01%	103
2023 Q1	–	Sell	-4,765	Closed	-$704K	–	98
2022 Q4	$704K	Buy	+4,765	New	+$706K	0.06%	68
2020 Q2	–	Sell	-6,775	Closed	-$580K	–	41
2020 Q1	$580K	Sell	6,775 -1,052	-13%	-$122K	0.11%	33
2019 Q4	$974K	Sell	7,827 -900	-10%	-$108K	0.15%	36
2019 Q3	$1.03M	Hold	8,727	–	–	0.19%	31
2019 Q2	$1.08M	Sell	8,727 -50	-0.6%	-$5.87K	0.2%	36
2019 Q1	$959K	Sell	8,777 -2,551	-23%	-$268K	0.19%	36
2018 Q4	$1.08M	Sell	11,328 -5,700	-33%	-$596K	0.24%	34
2018 Q3	$1.81M	Sell	17,028 -27,044	-61%	-$2.81M	0.36%	31
2018 Q2	$4.32M	Sell	44,072 -4,931	-10%	-$485K	0.96%	31
2018 Q1	$4.57M	Sell	49,003 -26,736	-35%	-$2.59M	1.07%	32
2017 Q4	$7.52M	Sell	75,739 -305	-0.4%	-$29K	1.88%	23
2017 Q3	$6.88M	Sell	76,044 -200	-0.3%	-$17.2K	1.88%	25
2017 Q2	$6.42M	Buy	76,244 +3,800	+5%	+$301K	1.85%	25
2017 Q1	$5.73M	Hold	72,444	–	–	1.79%	27
2016 Q4	$5.37M	Sell	72,444 -600	-0.8%	-$41.5K	1.85%	27
2016 Q3	$4.68M	Hold	73,044	–	–	1.79%	29
2016 Q2	$4.44M	Buy	73,044 +3,995	+6%	+$253K	1.72%	29
2016 Q1	$4.24M	Buy	69,049 +1,008	+1%	+$58.6K	1.71%	29
2015 Q4	$4.73M	Buy	68,041 +650	+1%	+$47.3K	1.99%	26
2015 Q3	$5M	Buy	67,391 +24,787	+58%	+$1.91M	2.03%	26
2015 Q2	$3.31M	Buy	42,604 +33,610	+374%	+$2.67M	1.4%	33
2015 Q1	$702K	Buy	8,994 +200	+2%	+$16.6K	0.31%	39
2014 Q4	$818K	Buy	8,794 +2,280	+35%	+$204K	0.37%	41
2014 Q3	$570K	Hold	6,514	–	–	0.26%	43
2014 Q2	$618K	Hold	6,514	–	–	0.32%	40
2014 Q1	$586K	Hold	6,514	–	–	0.37%	40
2013 Q4	$591K	Hold	6,514	–	–	0.39%	41
2013 Q3	$492K	Hold	6,514	–	–	0.35%	41
2013 Q2	$487K	Buy	+6,514	New	+$463K	0.4%	38

Other funds holding AXP

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

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

Sather Financial Group's AXP Position: Q2 2026 in Review

Sather Financial Group opened a new position in American Express (AXP) in Q2 2026: 735 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #103 among its holdings. This is a return to the name: Sather Financial Group previously reported a position in AXP as recently as Q4 2022.

Sather Financial Group first reported a position in AXP in Q2 2013 and has held it in 30 quarters since. The position peaked at $7.52M in Q4 2017. 1,326 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sather Financial Group held 735 shares of American Express worth $249K as of Q2 2026.
American Express was a new Sather Financial Group position in Q2 2026.
American Express made up 0.01% of Sather Financial Group's portfolio in Q2 2026, its #103 holding.
Sather Financial Group first reported a position in American Express in Q2 2013 and has held it in 30 quarters since.
Sather Financial Group's American Express position peaked at $7.52M in Q4 2017.
1,326 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.