Violich Capital Management’s American Express AXP Stock Holding History

Violich 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	$203K	Buy	+600	New	+$192K	0.02%	122
2022 Q3	–	Sell	-1,500	Closed	-$208K	–	109
2022 Q2	$208K	Sell	1,500 -1,500	-50%	-$248K	0.04%	108
2022 Q1	$561K	Hold	3,000	–	–	0.08%	78
2021 Q4	$491K	Hold	3,000	–	–	0.07%	81
2021 Q3	$503K	Hold	3,000	–	–	0.08%	83
2021 Q2	$496K	Hold	3,000	–	–	0.08%	79
2021 Q1	$424K	Hold	3,000	–	–	0.08%	82
2020 Q4	$363K	Hold	3,000	–	–	0.07%	80
2020 Q3	$301K	Hold	3,000	–	–	0.06%	81
2020 Q2	$286K	Hold	3,000	–	–	0.06%	90
2020 Q1	$257K	Hold	3,000	–	–	0.07%	90
2019 Q4	$373K	Hold	3,000	–	–	0.08%	88
2019 Q3	$355K	Hold	3,000	–	–	0.09%	89
2019 Q2	$370K	Hold	3,000	–	–	0.09%	86
2019 Q1	$328K	Hold	3,000	–	–	0.08%	90
2018 Q4	$286K	Hold	3,000	–	–	0.08%	87
2018 Q3	$319K	Hold	3,000	–	–	0.07%	90
2018 Q2	$294K	Hold	3,000	–	–	0.07%	95
2018 Q1	$280K	Hold	3,000	–	–	0.07%	91
2017 Q4	$298K	Hold	3,000	–	–	0.08%	91
2017 Q3	$271K	Hold	3,000	–	–	0.07%	93
2017 Q2	$253K	Hold	3,000	–	–	0.07%	90
2017 Q1	$237K	Hold	3,000	–	–	0.07%	92
2016 Q4	$235K	Buy	+3,000	New	+$208K	0.07%	96
2016 Q1	–	Sell	-3,000	Closed	-$209K	–	96
2015 Q4	$209K	Hold	3,000	–	–	0.07%	86
2015 Q3	$222K	Hold	3,000	–	–	0.08%	82
2015 Q2	$233K	Hold	3,000	–	–	0.08%	87
2015 Q1	$234K	Hold	3,000	–	–	0.08%	88
2014 Q4	$279K	Hold	3,000	–	–	0.09%	84
2014 Q3	$263K	Hold	3,000	–	–	0.09%	84
2014 Q2	$285K	Hold	3,000	–	–	0.1%	86
2014 Q1	$270K	Hold	3,000	–	–	0.09%	82
2013 Q4	$272K	Hold	3,000	–	–	0.1%	85
2013 Q3	$227K	Hold	3,000	–	–	0.09%	91
2013 Q2	$224K	Buy	+3,000	New	+$213K	0.09%	93

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

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Violich Capital Management opened a new position in American Express (AXP) in Q2 2026: 600 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #122 among its holdings. This is a return to the name: Violich Capital Management previously reported a position in AXP as recently as Q2 2022.

Violich Capital Management first reported a position in AXP in Q2 2013 and has held it in 35 quarters since. The position peaked at $561K in Q1 2022. 674 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Violich Capital Management held 600 shares of American Express worth $203K as of Q2 2026.
American Express was a new Violich Capital Management position in Q2 2026.
American Express made up 0.02% of Violich Capital Management's portfolio in Q2 2026, its #122 holding.
Violich Capital Management first reported a position in American Express in Q2 2013 and has held it in 35 quarters since.
Violich Capital Management's American Express position peaked at $561K in Q1 2022.
674 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Violich Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.