Tufton Capital Management’s American Express AXP Stock Holding History

Tufton 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	$1.5M	Hold	4,445	–	–	0.25%	66
2026 Q1	$1.34M	Sell	4,445 -3	-0.1%	-$1.01K	0.24%	67
2025 Q4	$1.65M	Sell	4,448 -65	-1%	-$23.3K	0.29%	62
2025 Q3	$1.5M	Buy	4,513 +1,300	+40%	+$414K	0.27%	66
2025 Q2	$1.02M	Sell	3,213 -1,349	-30%	-$380K	0.19%	77
2025 Q1	$1.23M	Buy	4,562 +2	+0%	+$591	0.24%	71
2024 Q4	$1.35M	Hold	4,560	–	–	0.26%	70
2024 Q3	$1.24M	Hold	4,560	–	–	0.23%	71
2024 Q2	$1.06M	Hold	4,560	–	–	0.21%	71
2024 Q1	$1.04M	Sell	4,560 -100	-2%	-$20.7K	0.2%	73
2023 Q4	$873K	Hold	4,660	–	–	0.18%	76
2023 Q3	$695K	Sell	4,660 -75	-2%	-$12.3K	0.16%	76
2023 Q2	$825K	Hold	4,735	–	–	0.18%	72
2023 Q1	$781K	Hold	4,735	–	–	0.17%	74
2022 Q4	$700K	Hold	4,735	–	–	0.15%	76
2022 Q3	$638K	Hold	4,735	–	–	0.15%	78
2022 Q2	$656K	Hold	4,735	–	–	0.12%	82
2022 Q1	$885K	Hold	4,735	–	–	0.14%	77
2021 Q4	$774K	Hold	4,735	–	–	0.12%	84
2021 Q3	$793K	Hold	4,735	–	–	0.13%	78
2021 Q2	$782K	Hold	4,735	–	–	0.13%	80
2021 Q1	$669K	Hold	4,735	–	–	0.11%	82
2020 Q4	$572K	Sell	4,735 -343	-7%	-$38K	0.11%	88
2020 Q3	$509K	Hold	5,078	–	–	0.11%	86
2020 Q2	$483K	Hold	5,078	–	–	0.11%	87
2020 Q1	$434K	Hold	5,078	–	–	0.11%	80
2019 Q4	$632K	Hold	5,078	–	–	0.12%	78
2019 Q3	$600K	Hold	5,078	–	–	0.13%	79
2019 Q2	$626K	Hold	5,078	–	–	0.13%	79
2019 Q1	$555K	Buy	+5,078	New	+$534K	0.12%	80
2018 Q4	–	Sell	-2,178	Closed	-$231K	–	118
2018 Q3	$231K	Hold	2,178	–	–	0.05%	116
2018 Q2	$213K	Sell	2,178 -575	-21%	-$56.5K	0.05%	117
2018 Q1	$256K	Hold	2,753	–	–	0.05%	115
2017 Q4	$273K	Hold	2,753	–	–	0.05%	114
2017 Q3	$249K	Hold	2,753	–	–	0.05%	115
2017 Q2	$232K	Hold	2,753	–	–	0.05%	111
2017 Q1	$218K	Buy	+2,753	New	+$215K	0.04%	115

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

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

Tufton Capital Management held its American Express (AXP) position steady in Q2 2026 at 4,445 shares worth $1.5M. The position accounts for 0.25% of the portfolio, ranked #66.

Tufton Capital Management first reported a position in AXP in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.65M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Tufton Capital Management held 4,445 shares of American Express worth $1.5M as of Q2 2026.
Tufton Capital Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.25% of Tufton Capital Management's portfolio in Q2 2026, its #66 holding.
Tufton Capital Management first reported a position in American Express in Q1 2017 and has held it in 37 quarters since.
Tufton Capital Management's American Express position peaked at $1.65M in Q4 2025.
1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.