Summit Global Investments
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Summit Global Investments’s American Express AXP Stock Holding History

Summit Global Investments’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
Q3 		$954K Buy
3,136
+1,361
+77% +$455K 0.05% 230
2026
Q2 		$601K Sell
1,775
-843
-32% -$270K 0.03% 308
2026
Q1 		$792K Buy
2,618
+55
+2% +$18.4K 0.05% 242
2025
Q4 		$948K Buy
+2,563
New +$917K 0.06% 207
2025
Q1 		– Sell
-1,924
Closed -$571K – 437
2024
Q4 		$571K Sell
1,924
-4,219
-69% -$1.21M 0.04% 329
2024
Q3 		$1.67M Sell
6,143
-1,592
-21% -$396K 0.11% 149
2024
Q2 		$1.79M Buy
7,735
+5,219
+207% +$1.21M 0.12% 139
2024
Q1 		$573K Sell
2,516
-1,674
-40% -$347K 0.04% 307
2023
Q4 		$785K Sell
4,190
-1,818
-30% -$293K 0.05% 265
2023
Q3 		$896K Buy
6,008
+952
+19% +$156K 0.06% 244
2023
Q2 		$881K Buy
5,056
+1,649
+48% +$266K 0.06% 257
2023
Q1 		$562K Buy
3,407
+233
+7% +$38.7K 0.04% 329
2022
Q4 		$469K Buy
3,174
+34
+1% +$5.04K 0.04% 328
2022
Q3 		$424K Sell
3,140
-2,727
-46% -$413K 0.04% 339
2022
Q2 		$813K Sell
5,867
-2,655
-31% -$439K 0.07% 247
2022
Q1 		$1.59M Buy
8,522
+6,888
+422% +$1.24M 0.12% 174
2021
Q4 		$267K Buy
1,634
+34
+2% +$5.8K 0.02% 464
2021
Q3 		$268K Hold
1,600
– – 0.02% 408
2021
Q2 		$264K Hold
1,600
– – 0.02% 480
2021
Q1 		$226K Buy
+1,600
New +$211K 0.01% 504
2018
Q2 		– Sell
-6,976
Closed -$651K – 258
2018
Q1 		$651K Sell
6,976
-83,642
-92% -$8.1M 0.1% 122
2017
Q4 		$9M Sell
90,618
-58,535
-39% -$5.57M 1.39% 23
2017
Q3 		$13.5M Buy
149,153
+79,530
+114% +$6.84M 2.11% 9
2017
Q2 		$5.86M Buy
69,623
+2,032
+3% +$161K 1.76% 12
2017
Q1 		$5.35M Buy
67,591
+5,244
+8% +$410K 1.74% 12
2016
Q4 		$4.62M Buy
+62,347
New +$4.32M 1.68% 15

Other funds holding AXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Summit Global Investments's AXP Position: Q3 2026 in Review

Summit Global Investments increased its American Express (AXP) stake by 77% in Q3 2026, buying an estimated $455K and bringing the position to 3,136 shares worth $954K. The position accounts for 0.05% of the portfolio, ranked #230.

Summit Global Investments first reported a position in AXP in Q4 2016 and has held it in 26 quarters since. The position peaked at $13.5M in Q3 2017. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Summit Global Investments held 3,136 shares of American Express worth $954K as of Q3 2026.
  • Summit Global Investments bought 1,361 American Express shares in Q3 2026, an estimated $455K.
  • American Express made up 0.05% of Summit Global Investments's portfolio in Q3 2026, its #230 holding.
  • Summit Global Investments first reported a position in American Express in Q4 2016 and has held it in 26 quarters since.
  • Summit Global Investments's American Express position peaked at $13.5M in Q3 2017.
  • 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Summit Global Investments's 13F filing for Q3 2026, filed 28 Oct 2026.