Sumitomo Life Insurance’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.46M | Sell |
14,745
-558
| -4% | -$187K | 0.1% | 68 |
|
|
2025
Q4 | $5.66M | Buy |
15,303
+87
| +0.6% | +$31.1K | 0.16% | 61 |
|
|
2025
Q3 | $5.05M | Sell |
15,216
-323
| -2% | -$103K | 0.16% | 62 |
|
|
2025
Q2 | $4.96M | Sell |
15,539
-3,171
| -17% | -$892K | 0.34% | 53 |
|
|
2025
Q1 | $5.03M | Sell |
18,710
-211
| -1% | -$62.4K | 0.18% | 54 |
|
|
2024
Q4 | $5.62M | Sell |
18,921
-286
| -1% | -$82.2K | 0.11% | 56 |
|
|
2024
Q3 | $5.21M | Buy |
19,207
+337
| +2% | +$83.9K | 0.1% | 53 |
|
|
2024
Q2 | $4.37M | Sell |
18,870
-620
| -3% | -$144K | 0.1% | 56 |
|
|
2024
Q1 | $4.44M | Sell |
19,490
-588
| -3% | -$122K | 0.12% | 60 |
|
|
2023
Q4 | $3.76M | Sell |
20,078
-830
| -4% | -$134K | 0.12% | 55 |
|
|
2023
Q3 | $3.12M | Buy |
20,908
+354
| +2% | +$57.9K | 0.09% | 55 |
|
|
2023
Q2 | $3.58M | Sell |
20,554
-912
| -4% | -$147K | 0.16% | 47 |
|
|
2023
Q1 | $3.54M | Sell |
21,466
-138
| -0.6% | -$22.9K | 0.3% | 42 |
|
|
2022
Q4 | $3.19M | Buy |
21,604
+360
| +2% | +$53.3K | 0.24% | 45 |
|
|
2022
Q3 | $2.87M | Sell |
21,244
-1,492
| -7% | -$226K | 0.12% | 48 |
|
|
2022
Q2 | $3.15M | Buy |
22,736
+420
| +2% | +$69.4K | 0.09% | 49 |
|
|
2022
Q1 | $4.17M | Sell |
22,316
-324
| -1% | -$58.5K | 0.1% | 42 |
|
|
2021
Q4 | $3.7M | Sell |
22,640
-715
| -3% | -$122K | 0.09% | 57 |
|
|
2021
Q3 | $3.91M | Buy |
23,355
+4,252
| +22% | +$711K | 0.1% | 39 |
|
|
2021
Q2 | $3.16M | Sell |
19,103
-3,690
| -16% | -$578K | 0.1% | 65 |
|
|
2021
Q1 | $3.22M | Sell |
22,793
-789
| -3% | -$104K | 0.13% | 69 |
|
|
2020
Q4 | $2.85M | Sell |
23,582
-3,697
| -14% | -$409K | 0.12% | 84 |
|
|
2020
Q3 | $2.73M | Sell |
27,279
-1,161
| -4% | -$114K | 0.13% | 84 |
|
|
2020
Q2 | $2.71M | Sell |
28,440
-2,717
| -9% | -$250K | 0.15% | 78 |
|
|
2020
Q1 | $2.67M | Buy |
31,157
+2,255
| +8% | +$262K | 0.19% | 73 |
|
|
2019
Q4 | $3.6M | Buy |
28,902
+1,409
| +5% | +$168K | 0.41% | 64 |
|
|
2019
Q3 | $3.25M | Sell |
27,493
-3,548
| -11% | -$435K | 0.42% | 60 |
|
|
2019
Q2 | $3.83M | Buy |
31,041
+1,831
| +6% | +$215K | 0.45% | 58 |
|
|
2019
Q1 | $3.19M | Sell |
29,210
-2,958
| -9% | -$311K | 0.43% | 66 |
|
|
2018
Q4 | $3.07M | Sell |
32,168
-1,813
| -5% | -$190K | 0.42% | 69 |
|
|
2018
Q3 | $3.62M | Sell |
33,981
-5,155
| -13% | -$536K | 0.43% | 65 |
|
|
2018
Q2 | $3.83M | Buy |
39,136
+3,313
| +9% | +$326K | 0.47% | 62 |
|
|
2018
Q1 | $3.34M | Buy |
35,823
+1,332
| +4% | +$129K | 0.44% | 66 |
|
|
2017
Q4 | $3.42M | Sell |
34,491
-1,383
| -4% | -$132K | 0.43% | 71 |
|
|
2017
Q3 | $3.25M | Sell |
35,874
-18,990
| -35% | -$1.63M | 0.41% | 74 |
|
|
2017
Q2 | $4.62M | Buy |
54,864
+7,489
| +16% | +$593K | 0.6% | 43 |
|
|
2017
Q1 | $3.75M | Buy |
47,375
+11,804
| +33% | +$923K | 0.53% | 50 |
|
|
2016
Q4 | $2.63M | Buy |
35,571
+17,094
| +93% | +$1.18M | 0.38% | 76 |
|
|
2016
Q3 | $1.18M | Sell |
18,477
-2,241
| -11% | -$144K | 0.18% | 193 |
|
|
2016
Q2 | $1.26M | Sell |
20,718
-705
| -3% | -$44.7K | 0.17% | 200 |
|
|
2016
Q1 | $1.31M | Sell |
21,423
-649
| -3% | -$37.8K | 0.17% | 191 |
|
|
2015
Q4 | $1.53M | Sell |
22,072
-519
| -2% | -$37.8K | 0.19% | 170 |
|
|
2015
Q3 | $1.68M | Sell |
22,591
-577
| -2% | -$44.4K | 0.22% | 160 |
|
|
2015
Q2 | $1.8M | Sell |
23,168
-20,830
| -47% | -$1.65M | 0.22% | 162 |
|
|
2015
Q1 | $3.44M | Sell |
43,998
-4,654
| -10% | -$387K | 0.38% | 77 |
|
|
2014
Q4 | $4.53M | Sell |
48,652
-2,715
| -5% | -$243K | 0.45% | 56 |
|
|
2014
Q3 | $4.5M | Sell |
51,367
-1,385
| -3% | -$125K | 0.44% | 54 |
|
|
2014
Q2 | $5M | Sell |
52,752
-14,871
| -22% | -$1.34M | 0.48% | 51 |
|
|
2014
Q1 | $6.09M | Sell |
67,623
-5,710
| -8% | -$510K | 0.59% | 39 |
|
|
2013
Q4 | $6.65M | Sell |
73,333
-4,062
| -5% | -$334K | 0.6% | 40 |
|
|
2013
Q3 | $5.84M | Sell |
77,395
-2,686
| -3% | -$202K | 0.54% | 43 |
|
|
2013
Q2 | $5.99M | Buy |
+80,081
| New | +$5.7M | 0.57% | 40 |
|
Other funds holding AXP
VCM
VPM
Sumitomo Life Insurance's AXP Position: Q1 2026 in Review
Sumitomo Life Insurance reduced its American Express (AXP) stake by 3.6% in Q1 2026, selling an estimated $187K and leaving 14,745 shares worth $4.46M. The position accounts for 0.1% of the portfolio, ranked #68.
Sumitomo Life Insurance first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.65M in Q4 2013. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Sumitomo Life Insurance held 14,745 shares of American Express worth $4.46M as of Q1 2026.
- Sumitomo Life Insurance sold 558 American Express shares in Q1 2026, an estimated $187K.
- American Express made up 0.1% of Sumitomo Life Insurance's portfolio in Q1 2026, its #68 holding.
- Sumitomo Life Insurance first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
- Sumitomo Life Insurance's American Express position peaked at $6.65M in Q4 2013.
- 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.