Tompkins Financial’s American Express AXP Stock Holding History

Tompkins Financial’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	$1.68M	Hold	4,969	–	–	0.12%	89
2026 Q1	$1.5M	Buy	4,969 +527	+12%	+$177K	0.12%	85
2025 Q4	$1.64M	Hold	4,442	–	–	0.13%	86
2025 Q3	$1.48M	Hold	4,442	–	–	0.12%	88
2025 Q2	$1.42M	Buy	4,442 +1,478	+50%	+$416K	0.13%	85
2025 Q1	$797K	Hold	2,964	–	–	0.08%	105
2024 Q4	$880K	Buy	2,964 +466	+19%	+$134K	0.08%	95
2024 Q3	$677K	Sell	2,498 -718	-22%	-$179K	0.06%	109
2024 Q2	$745K	Hold	3,216	–	–	0.08%	105
2024 Q1	$732K	Hold	3,216	–	–	0.08%	109
2023 Q4	$602K	Hold	3,216	–	–	0.07%	116
2023 Q3	$480K	Hold	3,216	–	–	0.08%	117
2023 Q2	$560K	Hold	3,216	–	–	0.09%	115
2023 Q1	$530K	Hold	3,216	–	–	0.09%	117
2022 Q4	$475K	Sell	3,216 -60	-2%	-$8.89K	0.08%	123
2022 Q3	$442K	Sell	3,276 -500	-13%	-$75.7K	0.07%	122
2022 Q2	$524K	Hold	3,776	–	–	0.08%	119
2022 Q1	$706K	Buy	3,776 +350	+10%	+$63.2K	0.1%	107
2021 Q4	$560K	Sell	3,426 -17	-0.5%	-$2.9K	0.1%	89
2021 Q3	$577K	Buy	+3,443	New	+$576K	0.11%	91
2021 Q1	$487K	Hold	3,443	–	–	0.08%	98
2020 Q4	$416K	Buy	3,443 +17	+0.5%	+$1.88K	0.07%	103
2020 Q3	$343K	Sell	3,426 -7	-0.2%	-$689	0.07%	119
2020 Q2	$327K	Hold	3,433	–	–	0.07%	121
2020 Q1	$294K	Hold	3,433	–	–	0.07%	122
2019 Q4	$427K	Hold	3,433	–	–	0.08%	120
2019 Q3	$406K	Sell	3,433 -118	-3%	-$14.5K	0.08%	119
2019 Q2	$438K	Sell	3,551 -448	-11%	-$52.6K	0.09%	116
2019 Q1	$437K	Hold	3,999	–	–	0.08%	118
2018 Q4	$381K	Sell	3,999 -245	-6%	-$25.6K	0.08%	121
2018 Q3	$452K	Sell	4,244 -272	-6%	-$28.3K	0.09%	120
2018 Q2	$443K	Hold	4,516	–	–	0.1%	123
2018 Q1	$421K	Buy	4,516 +714	+19%	+$69.2K	0.09%	127
2017 Q4	$378K	Hold	3,802	–	–	0.09%	127
2017 Q3	$344K	Sell	3,802 -1,410	-27%	-$121K	0.08%	129
2017 Q2	$439K	Buy	5,212 +30	+0.6%	+$2.37K	0.11%	111
2017 Q1	$410K	Sell	5,182 -82	-2%	-$6.41K	0.1%	110
2016 Q4	$390K	Sell	5,264 -559	-10%	-$38.7K	0.1%	112
2016 Q3	$373K	Sell	5,823 -1,618	-22%	-$104K	0.11%	110
2016 Q2	$452K	Sell	7,441 -925	-11%	-$58.6K	0.13%	107
2016 Q1	$514K	Sell	8,366 -1,331	-14%	-$77.4K	0.16%	97
2015 Q4	$674K	Sell	9,697 -724	-7%	-$52.7K	0.21%	90
2015 Q3	$772K	Sell	10,421 -7,814	-43%	-$601K	0.25%	80
2015 Q2	$1.42M	Buy	18,235 +37	+0.2%	+$2.94K	0.39%	59
2015 Q1	$1.42M	Buy	18,198 +660	+4%	+$54.8K	0.36%	61
2014 Q4	$1.63M	Sell	17,538 -26	-0.1%	-$2.33K	0.41%	52
2014 Q3	$1.54M	Sell	17,564 -103	-0.6%	-$9.27K	0.4%	51
2014 Q2	$1.68M	Sell	17,667 -273	-2%	-$24.6K	0.41%	45
2014 Q1	$1.61M	Sell	17,940 -440	-2%	-$39.3K	0.41%	47
2013 Q4	$1.67M	Sell	18,380 -150	-0.8%	-$12.3K	0.43%	47
2013 Q3	$1.4M	Sell	18,530 -3,051	-14%	-$230K	0.39%	53
2013 Q2	$1.61M	Buy	+21,581	New	+$1.54M	0.49%	42

Other funds holding AXP

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return