West Branch Capital’s American Express AXP Stock Holding History

West Branch Capital’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	$203K	Sell	600 -1,898	-76%	-$608K	0.05%	85
2026 Q1	$756K	Sell	2,498 -504	-17%	-$169K	0.2%	51
2025 Q4	$1.11M	Buy	3,002 +1,106	+58%	+$396K	0.29%	45
2025 Q3	$630K	Buy	1,896 +609	+47%	+$194K	0.17%	54
2025 Q2	$411K	Buy	1,287 +398	+45%	+$112K	0.12%	57
2025 Q1	$239K	Sell	889 -857	-49%	-$253K	0.08%	77
2024 Q4	$518K	Buy	1,746 +859	+97%	+$247K	0.17%	54
2024 Q3	$241K	Buy	887 +3	+0.3%	+$747	0.08%	80
2024 Q2	$205K	Hold	884	–	–	0.08%	80
2024 Q1	$201K	Sell	884 -50	-5%	-$10.4K	0.08%	83
2023 Q4	$175K	Buy	934 +50	+6%	+$8.05K	0.08%	83
2023 Q3	$132K	Sell	884 -500	-36%	-$81.8K	0.07%	95
2023 Q2	$241K	Sell	1,384 -500	-27%	-$80.7K	0.12%	72
2023 Q1	$311K	Hold	1,884	–	–	0.17%	61
2022 Q4	$278K	Buy	1,884 +1,000	+113%	+$148K	0.17%	63
2022 Q3	$119K	Hold	884	–	–	0.07%	102
2022 Q2	$123K	Hold	884	–	–	0.07%	101
2022 Q1	$165K	Hold	884	–	–	0.08%	95
2021 Q4	$145K	Hold	884	–	–	0.06%	113
2021 Q3	$148K	Hold	884	–	–	0.07%	104
2021 Q2	$146K	Buy	+884	New	+$138K	0.07%	112

Other funds holding AXP

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

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

West Branch Capital's AXP Position: Q2 2026 in Review

West Branch Capital reduced its American Express (AXP) stake by 76% in Q2 2026, selling an estimated $608K and leaving 600 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #85.

West Branch Capital first reported a position in AXP in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.11M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

West Branch Capital held 600 shares of American Express worth $203K as of Q2 2026.
West Branch Capital sold 1,898 American Express shares in Q2 2026, an estimated $608K.
American Express made up 0.05% of West Branch Capital's portfolio in Q2 2026, its #85 holding.
West Branch Capital first reported a position in American Express in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's American Express position peaked at $1.11M in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.