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Signature Estate & Investment Advisors’s American Express AXP Stock Holding History

Signature Estate & Investment Advisors’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 		$1.17M Sell
3,451
-216
-6% -$69.2K 0.02% 245
2026
Q1 		$1.11M Buy
3,667
+1,473
+67% +$494K 0.02% 255
2025
Q4 		$812K Sell
2,194
-26
-1% -$9.3K 0.02% 290
2025
Q3 		$737K Sell
2,220
-89
-4% -$28.3K 0.02% 300
2025
Q2 		$737K Buy
2,309
+77
+3% +$21.7K 0.02% 283
2025
Q1 		$601K Buy
2,232
+76
+4% +$22.5K 0.02% 303
2024
Q4 		$640K Sell
2,156
-439
-17% -$126K 0.02% 286
2024
Q3 		$704K Buy
2,595
+57
+2% +$14.2K 0.02% 255
2024
Q2 		$588K Buy
+2,538
New +$588K 0.01% 273
2022
Q2 		– Sell
-1,238
Closed -$232K – 170
2022
Q1 		$232K Sell
1,238
-18
-1% -$3.25K 0.01% 152
2021
Q4 		$206K Sell
1,256
-2
-0.2% -$341 0.01% 160
2021
Q3 		$211K Buy
1,258
+20
+2% +$3.34K 0.01% 156
2021
Q2 		$205K Buy
+1,238
New +$194K 0.01% 158

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
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

Signature Estate & Investment Advisors's AXP Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its American Express (AXP) stake by 5.9% in Q2 2026, selling an estimated $69.2K and leaving 3,451 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #245.

Signature Estate & Investment Advisors first reported a position in AXP in Q2 2021 and has held it in 13 quarters since. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Signature Estate & Investment Advisors held 3,451 shares of American Express worth $1.17M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 216 American Express shares in Q2 2026, an estimated $69.2K.
  • American Express made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #245 holding.
  • Signature Estate & Investment Advisors first reported a position in American Express in Q2 2021 and has held it in 13 quarters since.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.