Sumitomo Mitsui Trust Group’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
$439M Sell
1,449,965
-72,945
-5% -$24.5M 0.28% 64
2025
Q4
$563M Sell
1,522,910
-75,833
-5% -$27.1M 0.33% 50
2025
Q3
$531M Buy
1,598,743
+4,080
+0.3% +$1.3M 0.31% 58
2025
Q2
$509M Buy
1,594,663
+13,196
+0.8% +$3.71M 0.32% 62
2025
Q1
$425M Sell
1,581,467
-86,280
-5% -$25.5M 0.3% 63
2024
Q4
$495M Sell
1,667,747
-15,212
-0.9% -$4.37M 0.33% 54
2024
Q3
$456M Buy
1,682,959
+7,676
+0.5% +$1.91M 0.32% 63
2024
Q2
$388M Sell
1,675,283
-15,245
-0.9% -$3.53M 0.29% 71
2024
Q1
$385M Sell
1,690,528
-99,086
-6% -$20.5M 0.26% 75
2023
Q4
$335M Sell
1,789,614
-42,207
-2% -$6.79M 0.25% 85
2023
Q3
$273M Sell
1,831,821
-41,666
-2% -$6.82M 0.22% 91
2023
Q2
$326M Sell
1,873,487
-355,657
-16% -$57.4M 0.25% 85
2023
Q1
$368M Buy
2,229,144
+7,260
+0.3% +$1.2M 0.27% 79
2022
Q4
$328M Sell
2,221,884
-37,466
-2% -$5.55M 0.26% 87
2022
Q3
$305M Sell
2,259,350
-52,585
-2% -$7.96M 0.25% 89
2022
Q2
$320M Sell
2,311,935
-314,413
-12% -$51.9M 0.25% 92
2022
Q1
$491M Sell
2,626,348
-471,398
-15% -$85.1M 0.33% 64
2021
Q4
$507M Buy
3,097,746
+869,167
+39% +$148M 0.31% 68
2021
Q3
$373M Sell
2,228,579
-122,440
-5% -$20.5M 0.23% 98
2021
Q2
$388M Sell
2,351,019
-114,501
-5% -$17.9M 0.23% 101
2021
Q1
$349M Sell
2,465,520
-65,742
-3% -$8.69M 0.22% 103
2020
Q4
$306M Sell
2,531,262
-398,286
-14% -$44.1M 0.2% 118
2020
Q3
$294M Sell
2,929,548
-810,483
-22% -$79.7M 0.2% 114
2020
Q2
$354M Buy
3,740,031
+547,042
+17% +$50.4M 0.25% 81
2020
Q1
$272M Buy
3,192,989
+252,596
+9% +$29.4M 0.23% 96
2019
Q4
$365M Buy
2,940,393
+23,948
+0.8% +$2.86M 0.29% 71
2019
Q3
$345M Sell
2,916,445
-23,579
-0.8% -$2.89M 0.3% 69
2019
Q2
$363M Sell
2,940,024
-254,394
-8% -$29.9M 0.32% 63
2019
Q1
$349M Buy
3,194,418
+22,148
+0.7% +$2.33M 0.32% 63
2018
Q4
$300M Buy
3,172,270
+690,429
+28% +$72.2M 0.32% 70
2018
Q3
$264M Buy
2,481,841
+21,899
+0.9% +$2.28M 0.28% 77
2018
Q2
$241M Buy
2,459,942
+88,256
+4% +$8.67M 0.28% 76
2018
Q1
$221M Buy
2,371,686
+32,676
+1% +$3.17M 0.28% 74
2017
Q4
$232M Buy
2,339,010
+51,024
+2% +$4.86M 0.3% 73
2017
Q3
$207M Sell
2,287,986
-32,548
-1% -$2.8M 0.29% 74
2017
Q2
$195M Sell
2,320,534
-20,061
-0.9% -$1.59M 0.29% 75
2017
Q1
$185M Buy
2,340,595
+15,258
+0.7% +$1.19M 0.29% 78
2016
Q4
$172M Sell
2,325,337
-115,617
-5% -$8M 0.28% 80
2016
Q3
$156M Buy
2,440,954
+27,175
+1% +$1.75M 0.26% 85
2016
Q2
$147M Sell
2,413,779
-26,685
-1% -$1.69M 0.25% 87
2016
Q1
$150M Sell
2,440,464
-112,747
-4% -$6.56M 0.26% 82
2015
Q4
$179M Sell
2,553,211
-28,424
-1% -$2.07M 0.32% 67
2015
Q3
$191M Buy
2,581,635
+75,343
+3% +$5.8M 0.37% 60
2015
Q2
$195M Sell
2,506,292
-64,335
-3% -$5.1M 0.35% 62
2015
Q1
$201M Buy
2,570,627
+216,453
+9% +$18M 0.36% 59
2014
Q4
$221M Sell
2,354,174
-1,574
-0.1% -$141K 0.43% 49
2014
Q3
$206M Sell
2,355,748
-45,749
-2% -$4.12M 0.41% 49
2014
Q2
$228M Sell
2,401,497
-76,560
-3% -$6.9M 0.47% 44
2014
Q1
$223M Sell
2,478,057
-45,204
-2% -$4.04M 0.47% 44
2013
Q4
$226M Sell
2,523,261
-202,935
-7% -$16.7M 0.47% 45
2013
Q3
$205M Buy
2,726,196
+14,262
+0.5% +$1.07M 0.44% 48
2013
Q2
$202M Buy
+2,711,934
New +$193M 0.46% 44

Other funds holding AXP

Sumitomo Mitsui Trust Group's AXP Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its American Express (AXP) stake by 4.8% in Q1 2026, selling an estimated $24.5M and leaving 1,449,965 shares worth $439M. The position accounts for 0.28% of the portfolio, ranked #64.

Sumitomo Mitsui Trust Group first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $563M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 1,449,965 shares of American Express worth $439M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 72,945 American Express shares in Q1 2026, an estimated $24.5M.
  • American Express made up 0.28% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #64 holding.
  • Sumitomo Mitsui Trust Group first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's American Express position peaked at $563M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.