Triumph Capital Management’s American Express AXP Stock Holding History

Triumph 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	$558K	Sell	1,649 -2,043	-55%	-$654K	0.1%	199
2026 Q1	$1.12M	Buy	3,692 +3,274	+783%	+$1.1M	0.23%	102
2025 Q4	$155K	Buy	+418	New	+$150K	0.03%	351
2022 Q4	–	Sell	-3,104	Closed	-$419K	–	209
2022 Q3	$419K	Buy	3,104 +1,006	+48%	+$152K	0.23%	102
2022 Q2	$291K	Buy	2,098 +58	+3%	+$9.58K	0.15%	147
2022 Q1	$382K	Buy	2,040 +4	+0.2%	+$722	0.17%	129
2021 Q4	$333K	Buy	+2,036	New	+$347K	0.14%	147
2021 Q3	–	Sell	-3,066	Closed	-$529K	–	190
2021 Q2	$529K	Buy	+3,066	New	+$480K	0.31%	80

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Triumph Capital Management's AXP Position: Q2 2026 in Review

Triumph Capital Management reduced its American Express (AXP) stake by 55% in Q2 2026, selling an estimated $654K and leaving 1,649 shares worth $558K. The position accounts for 0.1% of the portfolio, ranked #199.

Triumph Capital Management first reported a position in AXP in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.12M in Q1 2026. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Triumph Capital Management held 1,649 shares of American Express worth $558K as of Q2 2026.
Triumph Capital Management sold 2,043 American Express shares in Q2 2026, an estimated $654K.
American Express made up 0.1% of Triumph Capital Management's portfolio in Q2 2026, its #199 holding.
Triumph Capital Management first reported a position in American Express in Q2 2021 and has held it in 8 quarters since.
Triumph Capital Management's American Express position peaked at $1.12M in Q1 2026.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.