Sompo Asset Management’s American Express AXP Stock Holding History

Sompo Asset Management’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	$1.29M	Sell	3,810 -730	-16%	-$234K	0.21%	70
2026 Q1	$1.37M	Sell	4,540 -220	-5%	-$73.8K	0.25%	66
2025 Q4	$1.76M	Sell	4,760 -370	-7%	-$132K	0.3%	56
2025 Q3	$1.7M	Buy	5,130 +290	+6%	+$92.2K	0.29%	60
2025 Q2	$1.54M	Buy	4,840 +460	+11%	+$129K	0.27%	64
2025 Q1	$1.18M	Buy	4,380 +470	+12%	+$139K	0.22%	78
2024 Q4	$1.16M	Buy	3,910 +50	+1%	+$14.4K	0.2%	73
2024 Q3	$1.05M	Sell	3,860 -400	-9%	-$99.6K	0.16%	81
2024 Q2	$986K	Sell	4,260 -100	-2%	-$23.2K	0.17%	82
2024 Q1	$993K	Hold	4,360	–	–	0.16%	87
2023 Q4	$817K	Sell	4,360 -590	-12%	-$95K	0.15%	102
2023 Q3	$738K	Buy	4,950 +1,110	+29%	+$182K	0.16%	103
2023 Q2	$669K	Buy	3,840 +770	+25%	+$124K	0.12%	106
2023 Q1	$506K	Buy	3,070 +110	+4%	+$18.2K	0.11%	118
2022 Q4	$437K	Buy	2,960 +30	+1%	+$4.45K	0.1%	135
2022 Q3	$395K	Sell	2,930 -3,480	-54%	-$527K	0.1%	135
2022 Q2	$888K	Sell	6,410 -8,440	-57%	-$1.39M	0.22%	88
2022 Q1	$2.78M	Sell	14,850 -2,500	-14%	-$451K	0.6%	49
2021 Q4	$2.84M	Buy	17,350 +190	+1%	+$32.4K	0.56%	53
2021 Q3	$2.87M	Buy	17,160 +70	+0.4%	+$11.7K	0.66%	49
2021 Q2	$2.82M	Buy	17,090 +1,210	+8%	+$190K	0.58%	55
2021 Q1	$2.25M	Sell	15,880 -11,280	-42%	-$1.49M	0.51%	61
2020 Q4	$3.28M	Buy	27,160 +15,080	+125%	+$1.67M	0.71%	50
2020 Q3	$1.21M	Buy	12,080 +4,230	+54%	+$416K	0.29%	92
2020 Q2	$747K	Buy	7,850 +4,590	+141%	+$423K	0.19%	105
2020 Q1	$279K	Buy	+3,260	New	+$379K	0.07%	129

Other funds holding AXP

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

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Sompo Asset Management's AXP Position: Q2 2026 in Review

Sompo Asset Management reduced its American Express (AXP) stake by 16% in Q2 2026, selling an estimated $234K and leaving 3,810 shares worth $1.29M. The position accounts for 0.21% of the portfolio, ranked #70.

Sompo Asset Management first reported a position in AXP in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.28M in Q4 2020. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sompo Asset Management held 3,810 shares of American Express worth $1.29M as of Q2 2026.
Sompo Asset Management sold 730 American Express shares in Q2 2026, an estimated $234K.
American Express made up 0.21% of Sompo Asset Management's portfolio in Q2 2026, its #70 holding.
Sompo Asset Management first reported a position in American Express in Q1 2020 and has held it in 26 quarters since.
Sompo Asset Management's American Express position peaked at $3.28M in Q4 2020.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.