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TCV Trust & Wealth Management’s American Express AXP Stock Holding History

TCV Trust & Wealth 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 		$954K Buy
2,821
+55
+2% +$17.6K 0.07% 113
2026
Q1 		$837K Sell
2,766
-98
-3% -$32.9K 0.07% 117
2025
Q4 		$1.06M Sell
2,864
-85
-3% -$30.4K 0.09% 101
2025
Q3 		$980K Sell
2,949
-111
-4% -$35.3K 0.08% 106
2025
Q2 		$976K Buy
3,060
+1,684
+122% +$474K 0.09% 106
2025
Q1 		$370K Sell
1,376
-105
-7% -$31K 0.03% 157
2024
Q4 		$440K Hold
1,481
– – 0.04% 148
2024
Q3 		$402K Sell
1,481
-100
-6% -$24.9K 0.04% 153
2024
Q2 		$366K Sell
1,581
-133
-8% -$30.8K 0.03% 153
2024
Q1 		$390K Hold
1,714
– – 0.04% 156
2023
Q4 		$321K Sell
1,714
-30
-2% -$4.83K 0.03% 160
2023
Q3 		$260K Hold
1,744
– – 0.03% 169
2023
Q2 		$304K Hold
1,744
– – 0.03% 161
2023
Q1 		$288K Buy
1,744
+233
+15% +$38.7K 0.03% 162
2022
Q4 		$223K Sell
1,511
-18
-1% -$2.67K 0.03% 177
2022
Q3 		$206K Sell
1,529
-274
-15% -$41.5K 0.03% 178
2022
Q2 		$250K Buy
1,803
+295
+20% +$48.7K 0.03% 177
2022
Q1 		$282K Hold
1,508
– – 0.03% 176
2021
Q4 		$246K Sell
1,508
-32
-2% -$5.46K 0.02% 188
2021
Q3 		$258K Buy
1,540
+89
+6% +$14.9K 0.03% 172
2021
Q2 		$238K Hold
1,451
– – 0.03% 171
2021
Q1 		$205K Sell
1,451
-350
-19% -$46.2K 0.02% 179
2020
Q4 		$218K Buy
+1,801
New +$199K 0.03% 173
2016
Q1 		– Sell
-3,833
Closed -$266K – 158
2015
Q4 		$266K Sell
3,833
-500
-12% -$36.4K 0.05% 146
2015
Q3 		$321K Hold
4,333
– – 0.06% 136
2015
Q2 		$337K Sell
4,333
-16
-0.4% -$1.27K 0.06% 139
2015
Q1 		$340K Hold
4,349
– – 0.06% 144
2014
Q4 		$405K Hold
4,349
– – 0.07% 135
2014
Q3 		$381K Sell
4,349
-192
-4% -$17.3K 0.06% 134
2014
Q2 		$430K Buy
4,541
+228
+5% +$20.6K 0.07% 127
2014
Q1 		$388K Buy
4,313
+200
+5% +$17.9K 0.07% 129
2013
Q4 		$373K Hold
4,113
– – 0.06% 133
2013
Q3 		$311K Hold
4,113
– – 0.06% 132
2013
Q2 		$307K Buy
+4,113
New +$293K 0.06% 127

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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
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

TCV Trust & Wealth Management's AXP Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its American Express (AXP) stake by 2% in Q2 2026, buying an estimated $17.6K and bringing the position to 2,821 shares worth $954K. The position accounts for 0.07% of the portfolio, ranked #113.

TCV Trust & Wealth Management first reported a position in AXP in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.06M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • TCV Trust & Wealth Management held 2,821 shares of American Express worth $954K as of Q2 2026.
  • TCV Trust & Wealth Management bought 55 American Express shares in Q2 2026, an estimated $17.6K.
  • American Express made up 0.07% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #113 holding.
  • TCV Trust & Wealth Management first reported a position in American Express in Q2 2013 and has held it in 34 quarters since.
  • TCV Trust & Wealth Management's American Express position peaked at $1.06M in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.