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Sterling Investment Counsel’s American Express AXP Stock Holding History

Sterling Investment Counsel’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 		$305K Sell
902
-32
-3% -$10.2K 0.07% 151
2026
Q1 		$283K Sell
934
-8
-0.8% -$2.68K 0.08% 152
2025
Q4 		$348K Sell
942
-25
-3% -$8.95K 0.1% 130
2025
Q3 		$321K Buy
+967
New +$308K 0.1% 101
2025
Q2 		– Sell
-1,040
Closed -$280K – 144
2025
Q1 		$280K Buy
+1,040
New +$307K 0.1% 138
2024
Q4 		– Sell
-936
Closed -$254K – 134
2024
Q3 		$254K Buy
+936
New +$233K 0.09% 140

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
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

Sterling Investment Counsel's AXP Position: Q2 2026 in Review

Sterling Investment Counsel reduced its American Express (AXP) stake by 3.4% in Q2 2026, selling an estimated $10.2K and leaving 902 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #151.

Sterling Investment Counsel first reported a position in AXP in Q3 2024 and has held it in 6 quarters since. The position peaked at $348K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sterling Investment Counsel held 902 shares of American Express worth $305K as of Q2 2026.
  • Sterling Investment Counsel sold 32 American Express shares in Q2 2026, an estimated $10.2K.
  • American Express made up 0.07% of Sterling Investment Counsel's portfolio in Q2 2026, its #151 holding.
  • Sterling Investment Counsel first reported a position in American Express in Q3 2024 and has held it in 6 quarters since.
  • Sterling Investment Counsel's American Express position peaked at $348K in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.