Violich Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-600
| Closed | -$203K | – | 117 |
|
|
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
Violich Capital Management's AXP Position: Q3 2026 in Review
Violich Capital Management sold out of American Express (AXP) in Q3 2026, closing a stake of 600 shares — an estimated $203K sold.
Violich Capital Management first reported a position in AXP in Q2 2013 and held it in 35 quarters. The position peaked at $561K in Q1 2022. 1,567 funds tracked by Wall St. Rank hold AXP as of Q3 2026.
- Violich Capital Management reported no remaining American Express position as of Q3 2026 after selling out during the quarter.
- Violich Capital Management sold 600 American Express shares in Q3 2026, an estimated $203K.
- Violich Capital Management first reported a position in American Express in Q2 2013 and held it in 35 quarters.
- Violich Capital Management's American Express position peaked at $561K in Q1 2022.
- 1,567 funds tracked by Wall St. Rank held American Express as of Q3 2026.
Based on Violich Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.