Summa Corp’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
Q2
$203K Sell
600
-310
-34% -$99.3K 0.06% 82
2026
Q1
$275K Buy
910
+100
+12% +$33.5K 0.11% 72
2025
Q4
$300K Hold
810
0.13% 66
2025
Q3
$269K Hold
810
0.12% 65
2025
Q2
$258K Buy
+810
New +$228K 0.13% 67

Other funds holding AXP

Summa Corp's AXP Position: Q2 2026 in Review

Summa Corp reduced its American Express (AXP) stake by 34% in Q2 2026, selling an estimated $99.3K and leaving 600 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #82.

Summa Corp first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $300K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Summa Corp held 600 shares of American Express worth $203K as of Q2 2026.
  • Summa Corp sold 310 American Express shares in Q2 2026, an estimated $99.3K.
  • American Express made up 0.06% of Summa Corp's portfolio in Q2 2026, its #82 holding.
  • Summa Corp first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Summa Corp's American Express position peaked at $300K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.