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Saxony Capital Management’s American Express AXP Stock Holding History

Saxony Capital Management’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 		$295K Sell
872
-46
-5% -$14.7K 0.14% 126
2026
Q1 		$278K Buy
918
+55
+6% +$18.4K 0.16% 116
2025
Q4 		$319K Buy
863
+60
+7% +$21.5K 0.2% 106
2025
Q3 		$267K Buy
803
+1
+0.1% +$318 0.18% 116
2025
Q2 		$256K Sell
802
-276
-26% -$77.7K 0.2% 104
2025
Q1 		$290K Buy
1,078
+20
+2% +$5.91K 0.25% 84
2024
Q4 		$314K Buy
1,058
+37
+4% +$10.6K 0.28% 85
2024
Q3 		$277K Buy
1,021
+15
+1% +$3.73K 0.25% 97
2024
Q2 		$233K Buy
1,006
+85
+9% +$19.7K 0.26% 107
2024
Q1 		$210K Buy
+921
New +$191K 0.25% 103

Other funds holding AXP

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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Saxony Capital Management's AXP Position: Q2 2026 in Review

Saxony Capital Management reduced its American Express (AXP) stake by 5% in Q2 2026, selling an estimated $14.7K and leaving 872 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #126.

Saxony Capital Management first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $319K in Q4 2025. 763 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Saxony Capital Management held 872 shares of American Express worth $295K as of Q2 2026.
  • Saxony Capital Management sold 46 American Express shares in Q2 2026, an estimated $14.7K.
  • American Express made up 0.14% of Saxony Capital Management's portfolio in Q2 2026, its #126 holding.
  • Saxony Capital Management first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • Saxony Capital Management's American Express position peaked at $319K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.