Sunbeam Capital Management’s American Express AXP Stock Holding History

Sunbeam Capital Management’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	$414K	Buy	+1,223	New	+$392K	0.19%	83

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Sunbeam Capital Management's AXP Position: Q2 2026 in Review

Sunbeam Capital Management opened a new position in American Express (AXP) in Q2 2026: 1,223 shares worth $414K. The stake represents 0.19% of the portfolio and ranks #83 among its holdings.

1,401 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sunbeam Capital Management held 1,223 shares of American Express worth $414K as of Q2 2026.
American Express was a new Sunbeam Capital Management position in Q2 2026.
American Express made up 0.19% of Sunbeam Capital Management's portfolio in Q2 2026, its #83 holding.
1,401 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.