Sivia Capital Partners’s American Express AXP Stock Holding History

Sivia Capital Partners’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	$272K	Hold	804	–	–	0.03%	468
2026 Q1	$243K	Sell	804 -980	-55%	-$329K	0.05%	395
2025 Q4	$660K	Sell	1,784 -37	-2%	-$13.2K	0.13%	200
2025 Q3	$605K	Buy	1,821 +83	+5%	+$26.4K	0.17%	119
2025 Q2	$554K	Buy	1,738 +200	+13%	+$56.3K	0.19%	108
2025 Q1	$414K	Buy	1,538 +88	+6%	+$26K	0.19%	97
2024 Q4	$430K	Sell	1,450 -21	-1%	-$6.03K	0.21%	70
2024 Q3	$399K	Buy	1,471 +31	+2%	+$7.72K	0.24%	82
2024 Q2	$333K	Sell	1,440 -151	-9%	-$35K	0.22%	92
2024 Q1	$362K	Sell	1,591 -15	-0.9%	-$3.11K	0.25%	80
2023 Q4	$301K	Buy	+1,606	New	+$259K	0.23%	94

Other funds holding AXP

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

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sivia Capital Partners's AXP Position: Q2 2026 in Review

Sivia Capital Partners held its American Express (AXP) position steady in Q2 2026 at 804 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #468.

Sivia Capital Partners first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $660K in Q4 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sivia Capital Partners held 804 shares of American Express worth $272K as of Q2 2026.
Sivia Capital Partners left its American Express share count unchanged in Q2 2026.
American Express made up 0.03% of Sivia Capital Partners's portfolio in Q2 2026, its #468 holding.
Sivia Capital Partners first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Sivia Capital Partners's American Express position peaked at $660K in Q4 2025.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.