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Welch Group’s American Express AXP Stock Holding History

Welch Group’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 		$6.4M Hold
18,908
– – 0.22% 60
2026
Q1 		$5.72M Buy
18,908
+16
+0.1% +$5.37K 0.21% 62
2025
Q4 		$6.99M Buy
18,892
+26
+0.1% +$9.3K 0.27% 58
2025
Q3 		$6.27M Buy
18,866
+33
+0.2% +$10.5K 0.24% 57
2025
Q2 		$6.01M Buy
18,833
+24
+0.1% +$6.75K 0.25% 56
2025
Q1 		$4.99M Sell
18,809
-14
-0.1% -$4.14K 0.22% 57
2024
Q4 		$5.6M Buy
18,823
+323
+2% +$92.8K 0.25% 57
2024
Q3 		$5.02M Buy
18,500
+1,658
+10% +$413K 0.22% 58
2024
Q2 		$3.9M Buy
16,842
+3,500
+26% +$811K 0.19% 60
2024
Q1 		$3.04M Hold
13,342
– – 0.15% 60
2023
Q4 		$2.5M Buy
13,342
+1,000
+8% +$161K 0.13% 65
2023
Q3 		$1.84M Sell
12,342
-88
-0.7% -$14.4K 0.11% 67
2023
Q2 		$2.17M Hold
12,430
– – 0.12% 63
2023
Q1 		$2.05M Hold
12,430
– – 0.12% 63
2022
Q4 		$1.84M Sell
12,430
-671
-5% -$99.4K 0.11% 71
2022
Q3 		$1.77M Hold
13,101
– – 0.12% 65
2022
Q2 		$1.82M Buy
13,101
+25
+0.2% +$4.13K 0.11% 66
2022
Q1 		$2.44M Buy
13,076
+64
+0.5% +$11.6K 0.14% 65
2021
Q4 		$2.13M Hold
13,012
– – 0.12% 66
2021
Q3 		$2.18M Sell
13,012
-229
-2% -$38.3K 0.15% 64
2021
Q2 		$2.19M Sell
13,241
-21
-0.2% -$3.29K 0.15% 63
2021
Q1 		$1.88M Sell
13,262
-2,362
-15% -$312K 0.14% 62
2020
Q4 		$1.89M Buy
15,624
+166
+1% +$18.4K 0.15% 59
2020
Q3 		$1.55M Buy
15,458
+3,197
+26% +$315K 0.14% 53
2020
Q2 		$1.17M Buy
12,261
+842
+7% +$77.5K 0.11% 56
2020
Q1 		$978K Buy
11,419
+6,093
+114% +$709K 0.1% 56
2019
Q4 		$663K Buy
5,326
+1,425
+37% +$170K 0.07% 68
2019
Q3 		$461K Buy
3,901
+46
+1% +$5.64K 0.05% 81
2019
Q2 		$476K Buy
3,855
+84
+2% +$9.87K 0.05% 72
2019
Q1 		$412K Buy
3,771
+56
+2% +$5.88K 0.05% 81
2018
Q4 		$354K Buy
3,715
+572
+18% +$59.8K 0.04% 82
2018
Q3 		$335 Buy
3,143
+598
+23% +$62.2K 0.03% 93
2018
Q2 		$249K Sell
2,545
-136
-5% -$13.4K 0.03% 102
2018
Q1 		$250K Buy
2,681
+306
+13% +$29.6K 0.03% 96
2017
Q4 		$236K Hold
2,375
– – 0.04% 93
2017
Q3 		$215K Sell
2,375
-334
-12% -$28.7K 0.04% 93
2017
Q2 		$228K Buy
2,709
+375
+16% +$29.7K 0.04% 109
2017
Q1 		$185K Sell
2,334
-88
-4% -$6.88K 0.03% 86
2016
Q4 		$179K Buy
2,422
+74
+3% +$5.12K 0.04% 91
2016
Q3 		$150K Buy
2,348
+429
+22% +$27.6K 0.03% 102
2016
Q2 		$117K Sell
1,919
-1,264
-40% -$80.1K 0.02% 114
2016
Q1 		$195K Buy
3,183
+139
+5% +$8.09K 0.03% 107
2015
Q4 		$212K Buy
3,044
+25
+0.8% +$1.82K 0.04% 99
2015
Q3 		$224K Buy
3,019
+195
+7% +$15K 0.04% 89
2015
Q2 		$219K Buy
2,824
+100
+4% +$7.93K 0.04% 100
2015
Q1 		$213 Sell
2,724
-105
-4% -$8.72K 0.04% 100
2014
Q4 		$263K Buy
2,829
+113
+4% +$10.1K 0.05% 81
2014
Q3 		$238K Sell
2,716
-47
-2% -$4.23K 0.05% 86
2014
Q2 		$262K Buy
2,763
+75
+3% +$6.76K 0.05% 85
2014
Q1 		$242K Sell
2,688
-98
-4% -$8.75K 0.05% 80
2013
Q4 		$253K Buy
2,786
+147
+6% +$12.1K 0.06% 81
2013
Q3 		$199K Buy
2,639
+120
+5% +$9.03K 0.05% 90
2013
Q2 		$188K Buy
+2,519
New +$179K 0.05% 90

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 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
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
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Welch Group's AXP Position: Q2 2026 in Review

Welch Group held its American Express (AXP) position steady in Q2 2026 at 18,908 shares worth $6.4M. The position accounts for 0.22% of the portfolio, ranked #60.

Welch Group first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.99M in Q4 2025. 1,244 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Welch Group held 18,908 shares of American Express worth $6.4M as of Q2 2026.
  • Welch Group left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.22% of Welch Group's portfolio in Q2 2026, its #60 holding.
  • Welch Group first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • Welch Group's American Express position peaked at $6.99M in Q4 2025.
  • 1,244 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.