U.S. Global Investors (USGI)’s American Express AXP Stock Holding History

U.S. Global Investors (USGI)’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	$1.33M	Buy	+3,930	New	+$1.26M	0.13%	66
2025 Q2	–	Sell	-5,305	Closed	-$1.43M	–	141
2025 Q1	$1.43M	Buy	5,305 +805	+18%	+$238K	0.19%	54
2024 Q4	$1.34M	Buy	4,500 +1,000	+29%	+$287K	0.13%	56
2024 Q3	$949K	Buy	3,500 +1,400	+67%	+$349K	0.09%	65
2024 Q2	$486K	Buy	+2,100	New	+$486K	0.05%	78
2023 Q2	–	Sell	-1,350	Closed	-$223K	–	119
2023 Q1	$223K	Buy	+1,350	New	+$224K	0.01%	93
2022 Q3	–	Sell	-10,500	Closed	-$1.46M	–	127
2022 Q2	$1.46M	Sell	10,500 -2,400	-19%	-$396K	0.07%	52
2022 Q1	$2.41M	Buy	+12,900	New	+$2.33M	0.08%	47
2021 Q4	–	Sell	-15,394	Closed	-$2.58M	–	143
2021 Q3	$2.58M	Buy	15,394 +5,000	+48%	+$836K	0.08%	44
2021 Q2	$1.72M	Buy	+10,394	New	+$1.63M	0.06%	54

Other funds holding AXP

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

U.S. Global Investors (USGI)'s AXP Position: Q2 2026 in Review

U.S. Global Investors (USGI) opened a new position in American Express (AXP) in Q2 2026: 3,930 shares worth $1.33M. The stake represents 0.13% of the portfolio and ranks #66 among its holdings. This is a return to the name: U.S. Global Investors (USGI) previously reported a position in AXP as recently as Q1 2025.

U.S. Global Investors (USGI) first reported a position in AXP in Q2 2021 and has held it in 10 quarters since. The position peaked at $2.58M in Q3 2021. 1,033 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

U.S. Global Investors (USGI) held 3,930 shares of American Express worth $1.33M as of Q2 2026.
American Express was a new U.S. Global Investors (USGI) position in Q2 2026.
American Express made up 0.13% of U.S. Global Investors (USGI)'s portfolio in Q2 2026, its #66 holding.
U.S. Global Investors (USGI) first reported a position in American Express in Q2 2021 and has held it in 10 quarters since.
U.S. Global Investors (USGI)'s American Express position peaked at $2.58M in Q3 2021.
1,033 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2026, filed 27 Jul 2026.