SGK
AXP icon

Steigerwald Gordon & Koch’s American Express AXP Stock Holding History

Steigerwald Gordon & Koch’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 		$647K Buy
1,914
+18
+0.9% +$5.76K 0.06% 76
2026
Q1 		$574K Buy
1,896
+69
+4% +$23.1K 0.06% 81
2025
Q4 		$676K Sell
1,827
-4
-0.2% -$1.43K 0.06% 81
2025
Q3 		$608K Sell
1,831
-8
-0.4% -$2.54K 0.06% 80
2025
Q2 		$587K Sell
1,839
-45
-2% -$12.7K 0.06% 77
2025
Q1 		$507K Buy
1,884
+250
+15% +$73.9K 0.06% 82
2024
Q4 		$485K Buy
1,634
+4
+0.2% +$1.15K 0.05% 83
2024
Q3 		$442K Hold
1,630
– – 0.05% 86
2024
Q2 		$377K Hold
1,630
– – 0.05% 89
2024
Q1 		$371K Sell
1,630
-17
-1% -$3.52K 0.05% 92
2023
Q4 		$309K Buy
1,647
+22
+1% +$3.54K 0.04% 96
2023
Q3 		$242K Hold
1,625
– – 0.04% 100
2023
Q2 		$283K Sell
1,625
-15
-0.9% -$2.42K 0.04% 91
2023
Q1 		$271K Sell
1,640
-35
-2% -$5.81K 0.04% 93
2022
Q4 		$247K Buy
1,675
+100
+6% +$14.8K 0.04% 95
2022
Q3 		$212K Hold
1,575
– – 0.04% 98
2022
Q2 		$218K Hold
1,575
– – 0.04% 104
2022
Q1 		$295K Sell
1,575
-67
-4% -$12.1K 0.05% 94
2021
Q4 		$269K Sell
1,642
-3
-0.2% -$512 0.04% 97
2021
Q3 		$276K Buy
1,645
+1
+0.1% +$167 0.05% 94
2021
Q2 		$272K Buy
1,644
+1
+0.1% +$157 0.05% 93
2021
Q1 		$232K Buy
+1,643
New +$217K 0.04% 96

Other funds holding AXP

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
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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Steigerwald Gordon & Koch's AXP Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its American Express (AXP) stake by 0.95% in Q2 2026, buying an estimated $5.76K and bringing the position to 1,914 shares worth $647K. The position accounts for 0.06% of the portfolio, ranked #76.

Steigerwald Gordon & Koch first reported a position in AXP in Q1 2021 and has held it in 22 quarters since. The position peaked at $676K in Q4 2025. 852 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,914 shares of American Express worth $647K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 18 American Express shares in Q2 2026, an estimated $5.76K.
  • American Express made up 0.06% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #76 holding.
  • Steigerwald Gordon & Koch first reported a position in American Express in Q1 2021 and has held it in 22 quarters since.
  • Steigerwald Gordon & Koch's American Express position peaked at $676K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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