Slocum, Gordon & Co’s American Express AXP Stock Holding History

Slocum, Gordon & Co’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	$243K	Buy	+718	New	+$230K	0.16%	59
2026 Q1	–	Sell	-718	Closed	-$266K	–	65
2025 Q4	$266K	Hold	718	–	–	0.19%	51
2025 Q3	$238K	Hold	718	–	–	0.19%	50
2025 Q2	$229K	Hold	718	–	–	0.18%	51
2025 Q1	$193K	Hold	718	–	–	0.14%	54
2024 Q4	$213K	Hold	718	–	–	0.18%	53
2024 Q3	$195K	Hold	718	–	–	0.08%	60
2024 Q2	$166K	Buy	718 +245	+52%	+$56.7K	0.12%	60
2024 Q1	$108K	Sell	473 -60	-11%	-$12.4K	0.08%	67
2023 Q4	$99.9K	Hold	533	–	–	0.09%	65
2023 Q3	$79.5K	Hold	533	–	–	0.07%	74
2023 Q2	$92.8K	Hold	533	–	–	0.07%	67
2023 Q1	$87.9K	Hold	533	–	–	0.07%	66
2022 Q4	$78.8K	Buy	+533	New	+$79K	0.05%	67

Other funds holding AXP

RCWMU

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

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Slocum, Gordon & Co's AXP Position: Q2 2026 in Review

Slocum, Gordon & Co opened a new position in American Express (AXP) in Q2 2026: 718 shares worth $243K. The stake represents 0.16% of the portfolio and ranks #59 among its holdings. This is a return to the name: Slocum, Gordon & Co previously reported a position in AXP as recently as Q4 2025.

Slocum, Gordon & Co first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $266K in Q4 2025. 1,191 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Slocum, Gordon & Co held 718 shares of American Express worth $243K as of Q2 2026.
American Express was a new Slocum, Gordon & Co position in Q2 2026.
American Express made up 0.16% of Slocum, Gordon & Co's portfolio in Q2 2026, its #59 holding.
Slocum, Gordon & Co first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
Slocum, Gordon & Co's American Express position peaked at $266K in Q4 2025.
1,191 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.