Supplemental Annuity Collective Trust (SACT) of New Jersey’s American Express AXP Stock Holding History

Supplemental Annuity Collective Trust (SACT) of New Jersey’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	$1.15M	Sell	3,414 -224	-6%	-$71.7K	0.3%	64
2026 Q1	$1.1M	Buy	3,638 +1,438	+65%	+$482K	0.31%	63
2025 Q4	$814K	Buy	+2,200	New	+$787K	0.21%	107
2017 Q2	–	Sell	-14,000	Closed	-$1.11M	–	168
2017 Q1	$1.11M	Sell	14,000 -1,083	-7%	-$84.7K	0.5%	63
2016 Q4	$1.12M	Hold	15,083	–	–	0.53%	65
2016 Q3	$966K	Hold	15,083	–	–	0.48%	74
2016 Q2	$916K	Hold	15,083	–	–	0.46%	78
2016 Q1	$926K	Hold	15,083	–	–	0.47%	74
2015 Q4	$1.05M	Hold	15,083	–	–	0.53%	58
2015 Q3	$1.12M	Hold	15,083	–	–	0.59%	48
2015 Q2	$1.17M	Hold	15,083	–	–	0.56%	55
2015 Q1	$1.18M	Hold	15,083	–	–	0.55%	53
2014 Q4	$1.4M	Hold	15,083	–	–	0.66%	41
2014 Q3	$1.32M	Hold	15,083	–	–	0.64%	37
2014 Q2	$1.43M	Hold	15,083	–	–	0.69%	34
2014 Q1	$1.36M	Hold	15,083	–	–	0.67%	35
2013 Q4	$1.37M	Hold	15,083	–	–	0.68%	36
2013 Q3	$1.14M	Hold	15,083	–	–	0.62%	42
2013 Q2	$1.13M	Buy	+15,083	New	+$1.07M	0.64%	36

Other funds holding AXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Supplemental Annuity Collective Trust (SACT) of New Jersey's AXP Position: Q2 2026 in Review

Supplemental Annuity Collective Trust (SACT) of New Jersey reduced its American Express (AXP) stake by 6.2% in Q2 2026, selling an estimated $71.7K and leaving 3,414 shares worth $1.15M. The position accounts for 0.3% of the portfolio, ranked #64.

Supplemental Annuity Collective Trust (SACT) of New Jersey first reported a position in AXP in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.43M in Q2 2014. 2,216 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Supplemental Annuity Collective Trust (SACT) of New Jersey held 3,414 shares of American Express worth $1.15M as of Q2 2026.
Supplemental Annuity Collective Trust (SACT) of New Jersey sold 224 American Express shares in Q2 2026, an estimated $71.7K.
American Express made up 0.3% of Supplemental Annuity Collective Trust (SACT) of New Jersey's portfolio in Q2 2026, its #64 holding.
Supplemental Annuity Collective Trust (SACT) of New Jersey first reported a position in American Express in Q2 2013 and has held it in 19 quarters since.
Supplemental Annuity Collective Trust (SACT) of New Jersey's American Express position peaked at $1.43M in Q2 2014.
2,216 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Supplemental Annuity Collective Trust (SACT) of New Jersey's 13F filing for Q2 2026, filed 27 Jul 2026.