Shelter Mutual Insurance’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.72M | Hold |
28,735
| – | – | 2.06% | 19 |
|
|
2026
Q1 | $8.69M | Hold |
28,735
| – | – | 1.93% | 23 |
|
|
2025
Q4 | $10.6M | Sell |
28,735
-11,150
| -28% | -$3.99M | 2.37% | 16 |
|
|
2025
Q3 | $13.2M | Hold |
39,885
| – | – | 2.97% | 11 |
|
|
2025
Q2 | $12.7M | Hold |
39,885
| – | – | 2.95% | 9 |
|
|
2025
Q1 | $10.7M | Hold |
39,885
| – | – | 2.59% | 14 |
|
|
2024
Q4 | $11.8M | Hold |
39,885
| – | – | 2.95% | 8 |
|
|
2024
Q3 | $11.4M | Hold |
39,885
| – | – | 2.73% | 13 |
|
|
2024
Q2 | $9.24M | Hold |
39,885
| – | – | 2.4% | 18 |
|
|
2024
Q1 | $9.08M | Hold |
39,885
| – | – | 2.34% | 20 |
|
|
2023
Q4 | $7.47M | Hold |
39,885
| – | – | 2.06% | 24 |
|
|
2023
Q3 | $5.95M | Hold |
39,885
| – | – | 1.66% | 25 |
|
|
2023
Q2 | $6.95M | Hold |
39,885
| – | – | 1.69% | 25 |
|
|
2023
Q1 | $6.58M | Hold |
39,885
| – | – | 1.83% | 24 |
|
|
2022
Q4 | $5.89M | Hold |
39,885
| – | – | 1.69% | 28 |
|
|
2022
Q3 | $5.38M | Hold |
39,885
| – | – | 1.74% | 30 |
|
|
2022
Q2 | $5.53M | Hold |
39,885
| – | – | 1.68% | 30 |
|
|
2022
Q1 | $7.46M | Hold |
39,885
| – | – | 1.96% | 23 |
|
|
2021
Q4 | $6.53M | Hold |
39,885
| – | – | 1.69% | 28 |
|
|
2021
Q3 | $6.68M | Sell |
39,885
-1,275
| -3% | -$213K | 1.88% | 22 |
|
|
2021
Q2 | $6.8M | Hold |
41,160
| – | – | 1.9% | 25 |
|
|
2021
Q1 | $5.82M | Hold |
41,160
| – | – | 1.63% | 28 |
|
|
2020
Q4 | $4.98M | Hold |
41,160
| – | – | 1.56% | 29 |
|
|
2020
Q3 | $4.13M | Hold |
41,160
| – | – | 1.42% | 29 |
|
|
2020
Q2 | $3.92M | Sell |
41,160
-6,330
| -13% | -$583K | 1.46% | 29 |
|
|
2020
Q1 | $4.07M | Hold |
47,490
| – | – | 1.7% | 27 |
|
|
2019
Q4 | $5.91M | Hold |
47,490
| – | – | 2.01% | 23 |
|
|
2019
Q3 | $5.62M | Hold |
47,490
| – | – | 1.64% | 24 |
|
|
2019
Q2 | $5.86M | Sell |
47,490
-4,550
| -9% | -$534K | 1.67% | 25 |
|
|
2019
Q1 | $5.69M | Hold |
52,040
| – | – | 1.68% | 30 |
|
|
2018
Q4 | $4.96M | Hold |
52,040
| – | – | 1.59% | 29 |
|
|
2018
Q3 | $5.54M | Hold |
52,040
| – | – | 1.55% | 34 |
|
|
2018
Q2 | $5.1M | Sell |
52,040
-5,800
| -10% | -$570K | 1.51% | 34 |
|
|
2018
Q1 | $5.39M | Hold |
57,840
| – | – | 1.61% | 33 |
|
|
2017
Q4 | $5.74M | Hold |
57,840
| – | – | 1.71% | 28 |
|
|
2017
Q3 | $5.23M | Sell |
57,840
-5,400
| -9% | -$464K | 1.63% | 32 |
|
|
2017
Q2 | $5.33M | Hold |
63,240
| – | – | 1.63% | 29 |
|
|
2017
Q1 | $5M | Hold |
63,240
| – | – | 1.53% | 32 |
|
|
2016
Q4 | $4.68M | Hold |
63,240
| – | – | 1.44% | 33 |
|
|
2016
Q3 | $4.05M | Hold |
63,240
| – | – | 1.26% | 36 |
|
|
2016
Q2 | $3.84M | Hold |
63,240
| – | – | 1.17% | 36 |
|
|
2016
Q1 | $3.88M | Hold |
63,240
| – | – | 1.19% | 37 |
|
|
2015
Q4 | $4.4M | Hold |
63,240
| – | – | 1.37% | 32 |
|
|
2015
Q3 | $4.69M | Hold |
63,240
| – | – | 1.54% | 31 |
|
|
2015
Q2 | $4.92M | Hold |
63,240
| – | – | 1.48% | 34 |
|
|
2015
Q1 | $4.94M | Sell |
63,240
-21,000
| -25% | -$1.74M | 1.55% | 32 |
|
|
2014
Q4 | $7.84M | Hold |
84,240
| – | – | 2.11% | 23 |
|
|
2014
Q3 | $7.37M | Hold |
84,240
| – | – | 2.03% | 25 |
|
|
2014
Q2 | $8M | Hold |
84,240
| – | – | 2.19% | 20 |
|
|
2014
Q1 | $7.58M | Hold |
84,240
| – | – | 2.08% | 23 |
|
|
2013
Q4 | $7.64M | Hold |
84,240
| – | – | 2.02% | 22 |
|
|
2013
Q3 | $6.36M | Hold |
84,240
| – | – | 1.82% | 26 |
|
|
2013
Q2 | $6.3M | Buy |
+84,240
| New | +$5.99M | 1.86% | 26 |
|
Other funds holding AXP
Shelter Mutual Insurance's AXP Position: Q2 2026 in Review
Shelter Mutual Insurance held its American Express (AXP) position steady in Q2 2026 at 28,735 shares worth $9.72M. The position accounts for 2.06% of the portfolio, ranked #19.
Shelter Mutual Insurance first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.2M in Q3 2025. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Shelter Mutual Insurance held 28,735 shares of American Express worth $9.72M as of Q2 2026.
- Shelter Mutual Insurance left its American Express share count unchanged in Q2 2026.
- American Express made up 2.06% of Shelter Mutual Insurance's portfolio in Q2 2026, its #19 holding.
- Shelter Mutual Insurance first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
- Shelter Mutual Insurance's American Express position peaked at $13.2M in Q3 2025.
- 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Shelter Mutual Insurance's 13F filing for Q2 2026, filed 11 Aug 2026.