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Summitry LLC’s American Express AXP Stock Holding History

Summitry LLC’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 		$250K Sell
739
-643
-47% -$206K 0.01% 286
2026
Q1 		$418K Buy
1,382
+786
+132% +$264K 0.01% 155
2025
Q4 		$220K Buy
+596
New +$213K 0.01% 230
2014
Q1 		– Sell
-4,150
Closed -$377K – 73
2013
Q4 		$377K Buy
+4,150
New +$341K 0.05% 57

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
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
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Summitry LLC's AXP Position: Q2 2026 in Review

Summitry LLC reduced its American Express (AXP) stake by 47% in Q2 2026, selling an estimated $206K and leaving 739 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #286.

Summitry LLC first reported a position in AXP in Q4 2013 and has held it in 4 quarters since. The position peaked at $418K in Q1 2026. 849 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Summitry LLC held 739 shares of American Express worth $250K as of Q2 2026.
  • Summitry LLC sold 643 American Express shares in Q2 2026, an estimated $206K.
  • American Express made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #286 holding.
  • Summitry LLC first reported a position in American Express in Q4 2013 and has held it in 4 quarters since.
  • Summitry LLC's American Express position peaked at $418K in Q1 2026.
  • 849 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.