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Wedgewood Investors’s American Express AXP Stock Holding History

Wedgewood Investors’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 		$247K Hold
731
– – 0.25% 96
2026
Q1 		$221K Sell
731
-19
-3% -$6.37K 0.25% 93
2025
Q4 		$277K Sell
750
-1
-0.1% -$358 0.32% 79
2025
Q3 		$249K Hold
751
– – 0.27% 86
2025
Q2 		$240K Hold
751
– – 0.28% 90
2025
Q1 		$202K Hold
751
– – 0.24% 96
2024
Q4 		$223K Sell
751
-7
-0.9% -$2.01K 0.26% 88
2024
Q3 		$206K Buy
+758
New +$189K 0.22% 97

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wedgewood Investors's AXP Position: Q2 2026 in Review

Wedgewood Investors held its American Express (AXP) position steady in Q2 2026 at 731 shares worth $247K. The position accounts for 0.25% of the portfolio, ranked #96.

Wedgewood Investors first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $277K in Q4 2025. 1,401 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wedgewood Investors held 731 shares of American Express worth $247K as of Q2 2026.
  • Wedgewood Investors left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.25% of Wedgewood Investors's portfolio in Q2 2026, its #96 holding.
  • Wedgewood Investors first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Wedgewood Investors's American Express position peaked at $277K in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wedgewood Investors's 13F filing for Q2 2026, filed 31 Jul 2026.