Westchester Capital Management (Nebraska)’s American Express AXP Stock Holding History

Westchester Capital Management (Nebraska)’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	$223K	Hold	660	–	–	0.04%	39
2026 Q1	$200K	Hold	660	–	–	0.04%	40
2025 Q4	$244K	Hold	660	–	–	0.05%	36
2025 Q3	$219K	Hold	660	–	–	0.05%	37
2025 Q2	$211K	Hold	660	–	–	0.05%	34
2025 Q1	$178K	Hold	660	–	–	0.04%	34
2024 Q4	$196K	Buy	660 +100	+18%	+$28.7K	0.05%	35
2024 Q3	$152K	Hold	560	–	–	0.04%	35
2024 Q2	$130K	Hold	560	–	–	0.03%	38
2024 Q1	$128K	Hold	560	–	–	0.03%	38
2023 Q4	$105K	Hold	560	–	–	0.03%	40
2023 Q3	$83.5K	Hold	560	–	–	0.02%	40
2023 Q2	$97.6K	Hold	560	–	–	0.03%	39
2023 Q1	$92.4K	Hold	560	–	–	0.03%	39
2022 Q4	$82.7K	Hold	560	–	–	0.02%	39
2022 Q3	$76K	Hold	560	–	–	0.02%	40
2022 Q2	$78K	Hold	560	–	–	0.02%	42
2022 Q1	$105K	Hold	560	–	–	0.03%	38
2021 Q4	$92K	Hold	560	–	–	0.02%	38
2021 Q3	$94K	Hold	560	–	–	0.03%	38
2021 Q2	$93K	Hold	560	–	–	0.03%	37
2021 Q1	$79K	Hold	560	–	–	0.02%	38
2020 Q4	$68K	Hold	560	–	–	0.02%	38
2020 Q3	$56K	Hold	560	–	–	0.02%	35
2020 Q2	$53K	Sell	560 -523	-48%	-$48.2K	0.02%	32
2020 Q1	$93K	Hold	1,083	–	–	0.04%	33
2019 Q4	$135K	Buy	1,083 +583	+117%	+$69.7K	0.05%	34
2019 Q3	$59K	Hold	500	–	–	0.02%	32
2019 Q2	$62K	Hold	500	–	–	0.02%	31
2019 Q1	$55K	Hold	500	–	–	0.02%	31
2018 Q4	$48K	Hold	500	–	–	0.02%	30
2018 Q3	$53K	Hold	500	–	–	0.02%	30
2018 Q2	$49K	Hold	500	–	–	0.02%	30
2018 Q1	$47K	Hold	500	–	–	0.02%	30
2017 Q4	$50K	Hold	500	–	–	0.02%	32
2017 Q3	$45K	Hold	500	–	–	0.02%	32
2017 Q2	$42K	Hold	500	–	–	0.02%	32
2017 Q1	$40K	Hold	500	–	–	0.02%	32
2016 Q4	$37K	Hold	500	–	–	0.02%	32
2016 Q3	$32K	Hold	500	–	–	0.02%	32
2016 Q2	$30K	Hold	500	–	–	0.01%	33
2016 Q1	$31K	Hold	500	–	–	0.01%	35
2015 Q4	$35K	Hold	500	–	–	0.02%	33
2015 Q3	$37K	Hold	500	–	–	0.02%	33
2015 Q2	$39K	Hold	500	–	–	0.02%	34
2015 Q1	$39K	Hold	500	–	–	0.02%	34
2014 Q4	$47K	Hold	500	–	–	0.02%	35
2014 Q3	$44K	Hold	500	–	–	0.02%	37
2014 Q2	$47K	Hold	500	–	–	0.02%	40
2014 Q1	$45K	Hold	500	–	–	0.02%	40
2013 Q4	$45K	Hold	500	–	–	0.02%	39
2013 Q3	$38K	Hold	500	–	–	0.02%	43
2013 Q2	$37K	Buy	+500	New	+$35.6K	0.02%	43

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

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Westchester Capital Management (Nebraska)'s AXP Position: Q2 2026 in Review

Westchester Capital Management (Nebraska) held its American Express (AXP) position steady in Q2 2026 at 660 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #39.

Westchester Capital Management (Nebraska) first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $244K in Q4 2025. 776 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Westchester Capital Management (Nebraska) held 660 shares of American Express worth $223K as of Q2 2026.
Westchester Capital Management (Nebraska) left its American Express share count unchanged in Q2 2026.
American Express made up 0.04% of Westchester Capital Management (Nebraska)'s portfolio in Q2 2026, its #39 holding.
Westchester Capital Management (Nebraska) first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
Westchester Capital Management (Nebraska)'s American Express position peaked at $244K in Q4 2025.
776 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q2 2026, filed 23 Jul 2026.