Verum Partners’s American Express AXP Stock Holding History

Verum Partners’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	$264K	Buy	780 +4	+0.5%	+$1.28K	0.04%	169
2026 Q1	$235K	Buy	776 +136	+21%	+$45.6K	0.04%	163
2025 Q4	$237K	Buy	640 +16	+3%	+$5.73K	0.05%	154
2025 Q3	$207K	Sell	624 -12	-2%	-$3.82K	0.04%	164
2025 Q2	$203K	Buy	+636	New	+$179K	0.05%	159

Other funds holding AXP

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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Verum Partners's AXP Position: Q2 2026 in Review

Verum Partners increased its American Express (AXP) stake by 0.52% in Q2 2026, buying an estimated $1.28K and bringing the position to 780 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #169.

Verum Partners first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Verum Partners held 780 shares of American Express worth $264K as of Q2 2026.
Verum Partners bought 4 American Express shares in Q2 2026, an estimated $1.28K.
American Express made up 0.04% of Verum Partners's portfolio in Q2 2026, its #169 holding.
Verum Partners first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.