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Sky Investment Group’s American Express AXP Stock Holding History

Sky Investment 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 		$16M Buy
47,260
+43
+0.1% +$13.8K 2.51% 5
2026
Q1 		$14.3M Sell
47,217
-78
-0.2% -$26.2K 2.45% 7
2025
Q4 		$17.5M Sell
47,295
-582
-1% -$208K 2.89% 4
2025
Q3 		$15.9M Sell
47,877
-228
-0.5% -$72.5K 2.67% 4
2025
Q2 		$15.3M Sell
48,105
-597
-1% -$168K 2.69% 4
2025
Q1 		$13.1M Buy
48,702
+400
+0.8% +$118K 2.42% 6
2024
Q4 		$14.3M Sell
48,302
-502
-1% -$144K 2.62% 4
2024
Q3 		$13.2M Sell
48,804
-68
-0.1% -$16.9K 2.38% 4
2024
Q2 		$11.3M Sell
48,872
-1,222
-2% -$283K 2.16% 6
2024
Q1 		$11.4M Sell
50,094
-555
-1% -$115K 2.19% 8
2023
Q4 		$9.49M Buy
50,649
+59
+0.1% +$9.5K 2% 14
2023
Q3 		$7.55M Buy
50,590
+911
+2% +$149K 1.71% 20
2023
Q2 		$8.65M Buy
49,679
+1,378
+3% +$222K 1.88% 18
2023
Q1 		$7.97M Buy
48,301
+68
+0.1% +$11.3K 1.82% 20
2022
Q4 		$7.13M Buy
48,233
+590
+1% +$87.4K 1.68% 22
2022
Q3 		$6.43M Buy
47,643
+450
+1% +$68.1K 1.67% 19
2022
Q2 		$6.54M Sell
47,193
-2,017
-4% -$333K 1.57% 25
2022
Q1 		$9.2M Sell
49,210
-340
-0.7% -$61.4K 1.94% 13
2021
Q4 		$8.11M Buy
49,550
+368
+0.7% +$62.8K 1.64% 21
2021
Q3 		$8.24M Sell
49,182
-837
-2% -$140K 1.83% 15
2021
Q2 		$8.27M Sell
50,019
-2,288
-4% -$358K 1.86% 15
2021
Q1 		$7.4M Sell
52,307
-410
-0.8% -$54.2K 1.77% 18
2020
Q4 		$6.37M Sell
52,717
-85
-0.2% -$9.41K 1.62% 23
2020
Q3 		$5.29M Buy
52,802
+20
+0% +$1.97K 1.46% 22
2020
Q2 		$5.03M Sell
52,782
-60
-0.1% -$5.52K 1.73% 20
2020
Q1 		$4.52M Buy
52,842
+1,175
+2% +$137K 1.82% 21
2019
Q4 		$6.43M Sell
51,667
-373
-0.7% -$44.6K 2.11% 19
2019
Q3 		$6.16M Buy
52,040
+162
+0.3% +$19.9K 2.12% 18
2019
Q2 		$6.4M Sell
51,878
-201
-0.4% -$23.6K 2.24% 16
2019
Q1 		$5.69M Buy
52,079
+195
+0.4% +$20.5K 2.09% 19
2018
Q4 		$4.95M Sell
51,884
-135
-0.3% -$14.1K 2.08% 18
2018
Q3 		$5.54M Sell
52,019
-573
-1% -$59.6K 2.11% 16
2018
Q2 		$5.15M Buy
52,592
+15
+0% +$1.47K 2.08% 17
2018
Q1 		$4.9M Buy
52,577
+783
+2% +$75.8K 1.99% 18
2017
Q4 		$5.14M Sell
51,794
-634
-1% -$60.4K 2.01% 19
2017
Q3 		$4.74M Sell
52,428
-55
-0.1% -$4.73K 1.94% 17
2017
Q2 		$4.42M Sell
52,483
-298
-0.6% -$23.6K 1.87% 17
2017
Q1 		$4.18M Sell
52,781
-370
-0.7% -$28.9K 1.84% 22
2016
Q4 		$3.94M Sell
53,151
-504
-0.9% -$34.9K 1.83% 22
2016
Q3 		$3.44M Buy
53,655
+423
+0.8% +$27.2K 1.6% 25
2016
Q2 		$3.23M Hold
53,232
– – 1.53% 26
2016
Q1 		$3.27M Sell
53,232
-105
-0.2% -$6.11K 1.62% 24
2015
Q4 		$3.71M Buy
53,337
+225
+0.4% +$16.4K 1.91% 18
2015
Q3 		$3.94M Sell
53,112
-637
-1% -$49K 2.19% 13
2015
Q2 		$4.18M Buy
53,749
+920
+2% +$73K 2.21% 13
2015
Q1 		$4.13M Buy
52,829
+2,042
+4% +$170K 2.21% 14
2014
Q4 		$4.72M Buy
50,787
+2,010
+4% +$180K 2.47% 10
2014
Q3 		$4.27M Buy
48,777
+4,315
+10% +$388K 2.31% 12
2014
Q2 		$4.22M Sell
44,462
-5,426
-11% -$489K 2.51% 10
2014
Q1 		$4.49M Sell
49,888
-1,412
-3% -$126K 2.48% 10
2013
Q4 		$4.65M Buy
51,300
+34,511
+206% +$2.84M 2.64% 10
2013
Q3 		$1.27M Buy
+16,789
New +$1.26M 3.27% 8

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

Sky Investment Group's AXP Position: Q2 2026 in Review

Sky Investment Group increased its American Express (AXP) stake by 0.09% in Q2 2026, buying an estimated $13.8K and bringing the position to 47,260 shares worth $16M. The position accounts for 2.51% of the portfolio, ranked #5.

Sky Investment Group first reported a position in AXP in Q3 2013 and has held it in 52 quarters since. The position peaked at $17.5M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sky Investment Group held 47,260 shares of American Express worth $16M as of Q2 2026.
  • Sky Investment Group bought 43 American Express shares in Q2 2026, an estimated $13.8K.
  • American Express made up 2.51% of Sky Investment Group's portfolio in Q2 2026, its #5 holding.
  • Sky Investment Group first reported a position in American Express in Q3 2013 and has held it in 52 quarters since.
  • Sky Investment Group's American Express position peaked at $17.5M in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.