Spirit of America Management Corp’s American Express AXP Stock Holding History

Spirit of America Management Corp’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	$1.69M	Hold	5,000	–	–	0.32%	91
2026 Q1	$1.51M	Hold	5,000	–	–	0.3%	95
2025 Q4	$1.85M	Hold	5,000	–	–	0.39%	74
2025 Q3	$1.66M	Hold	5,000	–	–	0.33%	79
2025 Q2	$1.59M	Hold	5,000	–	–	0.33%	79
2025 Q1	$1.35M	Hold	5,000	–	–	0.27%	90
2024 Q4	$1.48M	Hold	5,000	–	–	0.3%	80
2024 Q3	$1.36M	Hold	5,000	–	–	0.27%	89
2024 Q2	$1.16M	Hold	5,000	–	–	0.23%	94
2024 Q1	$1.14M	Hold	5,000	–	–	0.23%	100
2023 Q4	$937K	Hold	5,000	–	–	0.21%	106
2023 Q3	$746K	Hold	5,000	–	–	0.17%	107
2023 Q2	$871K	Hold	5,000	–	–	0.2%	104
2023 Q1	$825K	Hold	5,000	–	–	0.18%	110
2022 Q4	$739K	Hold	5,000	–	–	0.17%	118
2022 Q3	$675K	Hold	5,000	–	–	0.16%	126
2022 Q2	$693K	Hold	5,000	–	–	0.16%	123
2022 Q1	$935K	Sell	5,000 -1,800	-26%	-$325K	0.18%	107
2021 Q4	$1.11M	Sell	6,800 -2,450	-26%	-$418K	0.22%	109
2021 Q3	$1.55M	Sell	9,250 -1,000	-10%	-$167K	0.33%	89
2021 Q2	$1.69M	Hold	10,250	–	–	0.36%	79
2021 Q1	$1.45M	Sell	10,250 -950	-8%	-$126K	0.34%	78
2020 Q4	$1.35M	Hold	11,200	–	–	0.34%	85
2020 Q3	$1.12M	Buy	11,200 +250	+2%	+$24.6K	0.31%	94
2020 Q2	$1.04M	Buy	10,950 +350	+3%	+$32.2K	0.27%	98
2020 Q1	$907K	Hold	10,600	–	–	0.29%	91
2019 Q4	$1.32M	Buy	10,600 +950	+10%	+$114K	0.23%	100
2019 Q3	$1.14M	Sell	9,650 -100	-1%	-$12.3K	0.18%	114
2019 Q2	$1.2M	Sell	9,750 -250	-3%	-$29.4K	0.18%	111
2019 Q1	$1.09M	Hold	10,000	–	–	0.16%	119
2018 Q4	$953K	Hold	10,000	–	–	0.15%	123
2018 Q3	$1.06M	Hold	10,000	–	–	0.13%	126
2018 Q2	$980K	Hold	10,000	–	–	0.12%	129
2018 Q1	$933K	Hold	10,000	–	–	0.12%	133
2017 Q4	$993K	Hold	10,000	–	–	0.11%	137
2017 Q3	$905K	Hold	10,000	–	–	0.1%	144
2017 Q2	$842K	Hold	10,000	–	–	0.09%	142
2017 Q1	$791K	Hold	10,000	–	–	0.08%	146
2016 Q4	$741K	Hold	10,000	–	–	0.09%	153
2016 Q3	$640K	Hold	10,000	–	–	0.08%	175
2016 Q2	$608K	Hold	10,000	–	–	0.09%	167
2016 Q1	$614K	Hold	10,000	–	–	0.11%	162
2015 Q4	$696K	Hold	10,000	–	–	0.13%	145
2015 Q3	$741K	Hold	10,000	–	–	0.15%	133
2015 Q2	$777K	Hold	10,000	–	–	0.15%	137
2015 Q1	$781K	Hold	10,000	–	–	0.17%	140
2014 Q4	$930K	Hold	10,000	–	–	0.24%	116
2014 Q3	$875K	Hold	10,000	–	–	0.27%	117
2014 Q2	$949K	Hold	10,000	–	–	0.38%	86
2014 Q1	$900K	Buy	+10,000	New	+$893K	0.37%	91
2013 Q4	–	Sell	-10,000	Closed	-$755K	–	91
2013 Q3	$755K	Hold	10,000	–	–	0.28%	116
2013 Q2	$748K	Buy	+10,000	New	+$711K	0.27%	116

Other funds holding AXP

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RCWMU

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Spirit of America Management Corp's AXP Position: Q2 2026 in Review

Spirit of America Management Corp held its American Express (AXP) position steady in Q2 2026 at 5,000 shares worth $1.69M. The position accounts for 0.32% of the portfolio, ranked #91.

Spirit of America Management Corp first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.85M in Q4 2025. 1,929 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Spirit of America Management Corp held 5,000 shares of American Express worth $1.69M as of Q2 2026.
Spirit of America Management Corp left its American Express share count unchanged in Q2 2026.
American Express made up 0.32% of Spirit of America Management Corp's portfolio in Q2 2026, its #91 holding.
Spirit of America Management Corp first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Spirit of America Management Corp's American Express position peaked at $1.85M in Q4 2025.
1,929 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.