Walker Asset Management’s American Express AXP Stock Holding History

Walker Asset 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	$531K	Buy	1,571 +4	+0.3%	+$1.28K	0.27%	73
2026 Q1	$474K	Buy	1,567 +63	+4%	+$21.1K	0.26%	76
2025 Q4	$557K	Buy	1,504 +2	+0.1%	+$716	0.3%	59
2025 Q3	$499K	Buy	1,502 +4	+0.3%	+$1.27K	0.28%	69
2025 Q2	$478K	Buy	1,498 +3	+0.2%	+$844	0.28%	64
2025 Q1	$402K	Buy	1,495 +3	+0.2%	+$887	0.24%	71
2024 Q4	$443K	Buy	1,492 +3	+0.2%	+$862	0.27%	62
2024 Q3	$404K	Buy	1,489 +3	+0.2%	+$747	0.25%	72
2024 Q2	$344K	Buy	1,486 +4	+0.3%	+$926	0.23%	79
2024 Q1	$338K	Buy	1,482 +3	+0.2%	+$622	0.22%	89
2023 Q4	$277K	Buy	+1,479	New	+$238K	0.2%	99

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

Walker Asset Management's AXP Position: Q2 2026 in Review

Walker Asset Management increased its American Express (AXP) stake by 0.26% in Q2 2026, buying an estimated $1.28K and bringing the position to 1,571 shares worth $531K. The position accounts for 0.27% of the portfolio, ranked #73.

Walker Asset Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $557K in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Walker Asset Management held 1,571 shares of American Express worth $531K as of Q2 2026.
Walker Asset Management bought 4 American Express shares in Q2 2026, an estimated $1.28K.
American Express made up 0.27% of Walker Asset Management's portfolio in Q2 2026, its #73 holding.
Walker Asset Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Walker Asset Management's American Express position peaked at $557K in Q4 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.