Symmetry Partners’s American Express AXP Stock Holding History

Symmetry Partners’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	$213K	Buy	+630	New	+$202K	0.01%	260
2024 Q3	–	Sell	-3,718	Closed	-$861K	–	131
2024 Q2	$861K	Sell	3,718 -540	-13%	-$125K	0.04%	194
2024 Q1	$970K	Hold	4,258	–	–	0.08%	181
2023 Q4	$800K	Sell	4,258 -1,573	-27%	-$253K	0.04%	195
2023 Q3	$870K	Sell	5,831 -1,362	-19%	-$223K	0.05%	199
2023 Q2	$1.25M	Buy	7,193 +376	+6%	+$60.7K	0.07%	158
2023 Q1	$1.12M	Hold	6,817	–	–	0.06%	168
2022 Q4	$1.01M	Hold	6,817	–	–	0.06%	182
2022 Q3	$920K	Buy	6,817 +467	+7%	+$70.7K	0.06%	180
2022 Q2	$880K	Hold	6,350	–	–	0.06%	195
2022 Q1	$1.19M	Hold	6,350	–	–	0.07%	168
2021 Q4	$1.04M	Hold	6,350	–	–	0.07%	202
2021 Q3	$1.11M	Hold	6,350	–	–	0.07%	201
2021 Q2	$1.05M	Hold	6,350	–	–	0.07%	214
2021 Q1	$898K	Sell	6,350 -485	-7%	-$64.1K	0.06%	227
2020 Q4	$826K	Buy	6,835 +609	+10%	+$67.4K	0.06%	231
2020 Q3	$624K	Buy	6,226 +2,075	+50%	+$204K	0.05%	259
2020 Q2	$395K	Buy	4,151 +281	+7%	+$25.9K	0.05%	194
2020 Q1	$331K	Sell	3,870 -6,977	-64%	-$812K	0.07%	185
2019 Q4	$1.35M	Buy	10,847 +123	+1%	+$14.7K	0.28%	47
2019 Q3	$1.27M	Hold	10,724	–	–	0.26%	53
2019 Q2	$1.32M	Hold	10,724	–	–	0.27%	55
2019 Q1	$1.17M	Buy	10,724 +1,037	+11%	+$109K	0.2%	68
2018 Q4	$923K	Buy	+9,687	New	+$1.01M	0.24%	62

Other funds holding AXP

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Symmetry Partners's AXP Position: Q2 2026 in Review

Symmetry Partners opened a new position in American Express (AXP) in Q2 2026: 630 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #260 among its holdings. This is a return to the name: Symmetry Partners previously reported a position in AXP as recently as Q2 2024.

Symmetry Partners first reported a position in AXP in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.35M in Q4 2019. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Symmetry Partners held 630 shares of American Express worth $213K as of Q2 2026.
American Express was a new Symmetry Partners position in Q2 2026.
American Express made up 0.01% of Symmetry Partners's portfolio in Q2 2026, its #260 holding.
Symmetry Partners first reported a position in American Express in Q4 2018 and has held it in 24 quarters since.
Symmetry Partners's American Express position peaked at $1.35M in Q4 2019.
940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.