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Schaper Benz & Wise Investment Counsel’s American Express AXP Stock Holding History

Schaper Benz & Wise 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 		$39.3M Sell
116,247
-8
-0% -$2.56K 2.63% 7
2026
Q1 		$35.2M Sell
116,255
-1,639
-1% -$550K 2.69% 6
2025
Q4 		$43.6M Sell
117,894
-2,732
-2% -$978K 3.15% 3
2025
Q3 		$40.1M Sell
120,626
-2,259
-2% -$719K 2.98% 4
2025
Q2 		$39.2M Sell
122,885
-4,249
-3% -$1.2M 3.01% 3
2025
Q1 		$34.2M Sell
127,134
-582
-0.5% -$172K 2.78% 5
2024
Q4 		$37.9M Sell
127,716
-3,003
-2% -$863K 3.04% 5
2024
Q3 		$35.5M Buy
130,719
+665
+0.5% +$166K 2.83% 5
2024
Q2 		$30.1M Sell
130,054
-3,361
-3% -$778K 2.61% 6
2024
Q1 		$30.4M Sell
133,415
-1,704
-1% -$353K 2.54% 6
2023
Q4 		$25.3M Buy
135,119
+184
+0.1% +$29.6K 2.29% 9
2023
Q3 		$20.1M Buy
134,935
+307
+0.2% +$50.2K 1.99% 14
2023
Q2 		$23.5M Buy
134,628
+2,698
+2% +$435K 2.25% 7
2023
Q1 		$21.8M Sell
131,930
-4,033
-3% -$669K 2.2% 7
2022
Q4 		$20.1M Sell
135,963
-2,570
-2% -$381K 2.13% 10
2022
Q3 		$18.7M Sell
138,533
-34
-0% -$5.15K 2.16% 12
2022
Q2 		$19.2M Buy
138,567
+433
+0.3% +$71.5K 1.98% 12
2022
Q1 		$25.8M Sell
138,134
-448
-0.3% -$80.9K 2.23% 8
2021
Q4 		$22.7M Sell
138,582
-1,487
-1% -$254K 1.82% 15
2021
Q3 		$23.5M Sell
140,069
-650
-0.5% -$109K 2.1% 10
2021
Q2 		$23.3M Sell
140,719
-2,793
-2% -$437K 2.1% 10
2021
Q1 		$20.3M Sell
143,512
-2,253
-2% -$298K 1.98% 17
2020
Q4 		$17.6M Sell
145,765
-2,193
-1% -$243K 1.82% 18
2020
Q3 		$14.8M Sell
147,958
-122
-0.1% -$12K 1.73% 21
2020
Q2 		$14.1M Sell
148,080
-4,318
-3% -$398K 1.75% 19
2020
Q1 		$13M Buy
152,398
+1,731
+1% +$201K 1.9% 17
2019
Q4 		$18.8M Sell
150,667
-385
-0.3% -$46K 2.2% 13
2019
Q3 		$17.9M Sell
151,052
-214
-0.1% -$26.2K 2.23% 12
2019
Q2 		$18.7M Sell
151,266
-450
-0.3% -$52.9K 2.36% 10
2019
Q1 		$16.6M Sell
151,716
-35
-0% -$3.68K 2.15% 12
2018
Q4 		$14.5M Sell
151,751
-770
-0.5% -$80.6K 2.16% 14
2018
Q3 		$16.2M Sell
152,521
-330
-0.2% -$34.3K 2.17% 14
2018
Q2 		$15M Sell
152,851
-210
-0.1% -$20.6K 2.14% 13
2018
Q1 		$14.3M Sell
153,061
-3,487
-2% -$338K 2.11% 14
2017
Q4 		$15.5M Sell
156,548
-4,200
-3% -$400K 2.27% 12
2017
Q3 		$14.5M Sell
160,748
-1,615
-1% -$139K 2.25% 12
2017
Q2 		$13.7M Buy
162,363
+4,984
+3% +$394K 2.2% 12
2017
Q1 		$12.4M Sell
157,379
-940
-0.6% -$73.5K 2.12% 14
2016
Q4 		$11.7M Sell
158,319
-6,750
-4% -$467K 2.08% 16
2016
Q3 		$10.6M Sell
165,069
-75
-0% -$4.82K 1.86% 18
2016
Q2 		$10M Sell
165,144
-40
-0% -$2.53K 1.81% 18
2016
Q1 		$10.1M Buy
165,184
+8,425
+5% +$490K 1.9% 17
2015
Q4 		$10.9M Buy
156,759
+4,810
+3% +$350K 2.15% 16
2015
Q3 		$11.3M Buy
151,949
+780
+0.5% +$60K 2.29% 14
2015
Q2 		$11.7M Buy
151,169
+725
+0.5% +$57.5K 2.31% 12
2015
Q1 		$11.8M Buy
150,444
+5,229
+4% +$434K 2.32% 14
2014
Q4 		$13.5M Sell
145,215
-2,457
-2% -$220K 2.71% 8
2014
Q3 		$12.9M Sell
147,672
-1,425
-1% -$128K 2.71% 9
2014
Q2 		$14.1M Sell
149,097
-152
-0.1% -$13.7K 2.91% 6
2014
Q1 		$13.4M Sell
149,249
-2,675
-2% -$239K 2.92% 7
2013
Q4 		$13.8M Sell
151,924
-4,625
-3% -$380K 3.07% 4
2013
Q3 		$11.8M Buy
156,549
+100
+0.1% +$7.52K 2.74% 8
2013
Q2 		$11.7M Buy
+156,449
New +$11.1M 2.89% 4

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
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
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

Schaper Benz & Wise Investment Counsel's AXP Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel reduced its American Express (AXP) stake by 0.01% in Q2 2026, selling an estimated $2.56K and leaving 116,247 shares worth $39.3M. The position accounts for 2.63% of the portfolio, ranked #7.

Schaper Benz & Wise Investment Counsel first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $43.6M in Q4 2025. 982 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 116,247 shares of American Express worth $39.3M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel sold 8 American Express shares in Q2 2026, an estimated $2.56K.
  • American Express made up 2.63% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #7 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • Schaper Benz & Wise Investment Counsel's American Express position peaked at $43.6M in Q4 2025.
  • 982 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.