Taylor Frigon Capital Management’s American Express AXP Stock Holding History

Taylor Frigon 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	$1.76M	Sell	5,204 -57	-1%	-$18.3K	0.82%	64
2026 Q1	$1.59M	Sell	5,261 -153	-3%	-$51.3K	0.91%	63
2025 Q4	$2M	Sell	5,414 -2,017	-27%	-$722K	1.01%	47
2025 Q3	$2.47M	Buy	7,431 +6	+0.1%	+$1.91K	1.23%	33
2025 Q2	$2.37M	Sell	7,425 -288	-4%	-$81.1K	1.26%	29
2025 Q1	$2.08M	Buy	7,713 +15	+0.2%	+$4.43K	1.24%	30
2024 Q4	$2.28M	Sell	7,698 -255	-3%	-$73.3K	1.16%	32
2024 Q3	$2.16M	Sell	7,953 -210	-3%	-$52.3K	1.08%	42
2024 Q2	$1.89M	Sell	8,163 -364	-4%	-$84.3K	0.9%	49
2024 Q1	$1.94M	Buy	8,527 +14	+0.2%	+$2.9K	0.93%	48
2023 Q4	$1.59M	Sell	8,513 -242	-3%	-$39K	0.8%	55
2023 Q3	$1.31M	Buy	8,755 +103	+1%	+$16.8K	0.73%	66
2023 Q2	$1.51M	Sell	8,652 -72	-0.8%	-$11.6K	0.74%	59
2023 Q1	$1.44M	Sell	8,724 -90	-1%	-$14.9K	0.79%	54
2022 Q4	$1.3M	Sell	8,814 -241	-3%	-$35.7K	0.74%	59
2022 Q3	$1.22M	Buy	9,055 +88	+1%	+$13.3K	0.64%	69
2022 Q2	$1.24M	Sell	8,967 -43	-0.5%	-$7.1K	0.65%	68
2022 Q1	$1.69M	Sell	9,010 -144	-2%	-$26K	0.63%	58
2021 Q4	$1.5M	Buy	9,154 +100	+1%	+$17.1K	0.47%	75
2021 Q3	$1.52M	Buy	9,054 +258	+3%	+$43.1K	0.49%	62
2021 Q2	$1.45M	Buy	8,796 +560	+7%	+$87.7K	0.45%	60
2021 Q1	$1.17M	Buy	8,236 +187	+2%	+$24.7K	0.36%	72
2020 Q4	$973K	Sell	8,049 -55	-0.7%	-$6.09K	0.32%	81
2020 Q3	$812K	Buy	8,104 +273	+3%	+$26.9K	0.36%	84
2020 Q2	$746K	Buy	+7,831	New	+$721K	0.37%	85

Other funds holding AXP

RCWMU

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

PTC

Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 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

CGI

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Taylor Frigon Capital Management's AXP Position: Q2 2026 in Review

Taylor Frigon Capital Management reduced its American Express (AXP) stake by 1.1% in Q2 2026, selling an estimated $18.3K and leaving 5,204 shares worth $1.76M. The position accounts for 0.82% of the portfolio, ranked #64.

Taylor Frigon Capital Management first reported a position in AXP in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.47M in Q3 2025. 1,142 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Taylor Frigon Capital Management held 5,204 shares of American Express worth $1.76M as of Q2 2026.
Taylor Frigon Capital Management sold 57 American Express shares in Q2 2026, an estimated $18.3K.
American Express made up 0.82% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #64 holding.
Taylor Frigon Capital Management first reported a position in American Express in Q2 2020 and has held it in 25 quarters since.
Taylor Frigon Capital Management's American Express position peaked at $2.47M in Q3 2025.
1,142 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.