Washington Trust Advisors’s American Express AXP Stock Holding History

Washington Trust Advisors’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	$1.96M	Hold	5,785	–	–	0.15%	86
2026 Q1	$1.75M	Sell	5,785 -105	-2%	-$35.2K	0.14%	88
2025 Q4	$2.18M	Sell	5,890 -27	-0.5%	-$9.66K	0.17%	77
2025 Q3	$1.97M	Buy	5,917 +60	+1%	+$19.1K	0.15%	79
2025 Q2	$1.87M	Sell	5,857 -100	-2%	-$28.1K	0.15%	78
2025 Q1	$1.6M	Sell	5,957 -254	-4%	-$75.1K	0.14%	76
2024 Q4	$1.84M	Buy	6,211 +29	+0.5%	+$8.33K	0.15%	75
2024 Q3	$1.68M	Hold	6,182	–	–	0.14%	76
2024 Q2	$1.43M	Sell	6,182 -236	-4%	-$54.7K	0.13%	78
2024 Q1	$1.46M	Sell	6,418 -215	-3%	-$44.6K	0.13%	77
2023 Q4	$1.24M	Sell	6,633 -123	-2%	-$19.8K	0.12%	82
2023 Q3	$1.01M	Buy	6,756 +565	+9%	+$92.4K	0.1%	88
2023 Q2	$1.08M	Sell	6,191 -2,376	-28%	-$383K	0.1%	90
2023 Q1	$1.41M	Sell	8,567 -275	-3%	-$45.6K	0.14%	77
2022 Q4	$1.31M	Sell	8,842 -1,129	-11%	-$167K	0.14%	81
2022 Q3	$1.34M	Sell	9,971 -582	-6%	-$88.1K	0.13%	93
2022 Q2	$1.46M	Sell	10,553 -5,995	-36%	-$990K	0.13%	91
2022 Q1	$3.1M	Sell	16,548 -730	-4%	-$132K	0.22%	77
2021 Q4	$2.83M	Buy	+17,278	New	+$2.95M	0.19%	82

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Washington Trust Advisors's AXP Position: Q2 2026 in Review

Washington Trust Advisors held its American Express (AXP) position steady in Q2 2026 at 5,785 shares worth $1.96M. The position accounts for 0.15% of the portfolio, ranked #86.

Washington Trust Advisors first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.1M in Q1 2022. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Washington Trust Advisors held 5,785 shares of American Express worth $1.96M as of Q2 2026.
Washington Trust Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.15% of Washington Trust Advisors's portfolio in Q2 2026, its #86 holding.
Washington Trust Advisors first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's American Express position peaked at $3.1M in Q1 2022.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.