Summit Place Financial Advisors’s American Express AXP Stock Holding History

Summit Place Financial Advisors’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	$228K	Sell	675 -123	-15%	-$39.4K	0.1%	102
2026 Q1	$241K	Buy	798 +76	+11%	+$25.5K	0.12%	100
2025 Q4	$267K	Sell	722 -10	-1%	-$3.58K	0.13%	89
2025 Q3	$243K	Hold	732	–	–	0.11%	94
2025 Q2	$234K	Buy	+732	New	+$206K	0.12%	81
2025 Q1	–	Sell	-722	Closed	-$214K	–	93
2024 Q4	$214K	Buy	+722	New	+$207K	0.12%	85
2021 Q4	–	Sell	-1,298	Closed	-$217K	–	101
2021 Q3	$217K	Buy	+1,298	New	+$217K	0.16%	101

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Summit Place Financial Advisors's AXP Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its American Express (AXP) stake by 15% in Q2 2026, selling an estimated $39.4K and leaving 675 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #102.

Summit Place Financial Advisors first reported a position in AXP in Q3 2021 and has held it in 7 quarters since. The position peaked at $267K in Q4 2025. 1,299 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Summit Place Financial Advisors held 675 shares of American Express worth $228K as of Q2 2026.
Summit Place Financial Advisors sold 123 American Express shares in Q2 2026, an estimated $39.4K.
American Express made up 0.1% of Summit Place Financial Advisors's portfolio in Q2 2026, its #102 holding.
Summit Place Financial Advisors first reported a position in American Express in Q3 2021 and has held it in 7 quarters since.
Summit Place Financial Advisors's American Express position peaked at $267K in Q4 2025.
1,299 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.