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Trust Point Inc’s American Express AXP Stock Holding History

Trust Point Inc’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 		– Sell
-4,912
Closed -$1.49M – 492
2026
Q1 		$1.49M Buy
4,912
+351
+8% +$118K 0.13% 88
2025
Q4 		$1.69M Sell
4,561
-58
-1% -$20.8K 0.13% 76
2025
Q3 		$1.53M Buy
+4,619
New +$1.47M 0.12% 84
2025
Q2 		– Sell
-4,612
Closed -$1.24M – 412
2025
Q1 		$1.24M Sell
4,612
-943
-17% -$279K 0.11% 99
2024
Q4 		$1.65M Sell
5,555
-92
-2% -$26.4K 0.11% 90
2024
Q3 		$1.53M Sell
5,647
-66
-1% -$16.4K 0.11% 93
2024
Q2 		$1.32M Sell
5,713
-491
-8% -$114K 0.11% 99
2024
Q1 		$1.41M Buy
6,204
+324
+6% +$67.2K 0.11% 105
2023
Q4 		$1.1M Buy
+5,880
New +$947K 0.09% 121

Other funds holding AXP

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
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
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Trust Point Inc's AXP Position: Q2 2026 in Review

Trust Point Inc sold out of American Express (AXP) in Q2 2026, closing a stake of 4,912 shares — an estimated $1.49M sold.

Trust Point Inc first reported a position in AXP in Q4 2023 and held it in 9 quarters. The position peaked at $1.69M in Q4 2025. 804 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Trust Point Inc reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Trust Point Inc sold 4,912 American Express shares in Q2 2026, an estimated $1.49M.
  • Trust Point Inc first reported a position in American Express in Q4 2023 and held it in 9 quarters.
  • Trust Point Inc's American Express position peaked at $1.69M in Q4 2025.
  • 804 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.