Sentry LLC’s American Express AXP Stock Holding History

Sentry LLC’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	$1.52M	Hold	4,498	–	–	0.43%	32
2026 Q1	$1.36M	Sell	4,498 -93	-2%	-$31.2K	0.43%	29
2025 Q4	$1.7M	Hold	4,591	–	–	0.46%	29
2025 Q3	$1.52M	Hold	4,591	–	–	0.38%	29
2025 Q2	$1.46M	Hold	4,591	–	–	0.29%	30
2025 Q1	$1.24M	Hold	4,591	–	–	0.24%	33
2024 Q4	$1.36M	Hold	4,591	–	–	0.27%	28
2024 Q3	$1.25M	Hold	4,591	–	–	0.24%	33
2024 Q2	$1.06M	Hold	4,591	–	–	0.2%	36
2024 Q1	$1.05M	Hold	4,591	–	–	0.2%	42
2023 Q4	$860K	Hold	4,591	–	–	0.18%	45
2023 Q3	$685K	Hold	4,591	–	–	0.14%	49
2023 Q2	$800K	Hold	4,591	–	–	0.17%	47
2023 Q1	$757K	Buy	+4,591	New	+$762K	0.18%	48

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Sentry LLC's AXP Position: Q2 2026 in Review

Sentry LLC held its American Express (AXP) position steady in Q2 2026 at 4,498 shares worth $1.52M. The position accounts for 0.43% of the portfolio, ranked #32.

Sentry LLC first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.7M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sentry LLC held 4,498 shares of American Express worth $1.52M as of Q2 2026.
Sentry LLC left its American Express share count unchanged in Q2 2026.
American Express made up 0.43% of Sentry LLC's portfolio in Q2 2026, its #32 holding.
Sentry LLC first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
Sentry LLC's American Express position peaked at $1.7M in Q4 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sentry LLC's 13F filing for Q2 2026, filed 14 Aug 2026.