Shum Financial Group’s American Express AXP Stock Holding History

Shum 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	$433K	Sell	1,279 -67	-5%	-$21.5K	0.26%	82
2026 Q1	$407K	Sell	1,346 -2	-0.1%	-$671	0.29%	73
2025 Q4	$499K	Buy	1,348 +17	+1%	+$6.08K	0.36%	70
2025 Q3	$442K	Buy	+1,331	New	+$423K	0.33%	71
2025 Q1	$362K	Buy	1,345 +236	+21%	+$69.8K	0.31%	74
2024 Q4	$329K	Buy	1,109 +166	+18%	+$47.7K	0.28%	75
2024 Q3	$260K	Buy	+943	New	+$235K	0.22%	83

Other funds holding AXP

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Shum Financial Group reduced its American Express (AXP) stake by 5% in Q2 2026, selling an estimated $21.5K and leaving 1,279 shares worth $433K. The position accounts for 0.26% of the portfolio, ranked #82.

Shum Financial Group first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $499K in Q4 2025. 1,800 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Shum Financial Group held 1,279 shares of American Express worth $433K as of Q2 2026.
Shum Financial Group sold 67 American Express shares in Q2 2026, an estimated $21.5K.
American Express made up 0.26% of Shum Financial Group's portfolio in Q2 2026, its #82 holding.
Shum Financial Group first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
Shum Financial Group's American Express position peaked at $499K in Q4 2025.
1,800 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.