Southern Michigan Bank & Trust’s American Express AXP Stock Holding History

Southern Michigan Bank & Trust’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	$115K	Hold	341	–	–	0.04%	130
2026 Q1	$103K	Buy	+341	New	+$114K	0.04%	137

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Southern Michigan Bank & Trust's AXP Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its American Express (AXP) position steady in Q2 2026 at 341 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #130.

Southern Michigan Bank & Trust first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. 2,875 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Southern Michigan Bank & Trust held 341 shares of American Express worth $115K as of Q2 2026.
Southern Michigan Bank & Trust left its American Express share count unchanged in Q2 2026.
American Express made up 0.04% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #130 holding.
Southern Michigan Bank & Trust first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
2,875 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.