Western Financial Corp’s American Express AXP Stock Holding History

Western Financial Corp’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	–	Sell	-2,213	Closed	-$669K	–	134
2026 Q1	$669K	Sell	2,213 -7,654	-78%	-$2.57M	0.26%	73
2025 Q4	$3.65M	Sell	9,867 -159	-2%	-$56.9K	1.45%	11
2025 Q3	$3.33M	Buy	10,026 +2,450	+32%	+$779K	1.45%	13
2025 Q2	$2.42M	Buy	7,576 +90	+1%	+$25.3K	1.3%	14
2025 Q1	$2.01M	Buy	7,486 +1,156	+18%	+$342K	1.17%	18
2024 Q4	$1.88M	Buy	6,330 +386	+6%	+$111K	1.03%	22
2024 Q3	$1.61M	Buy	5,944 +1,322	+29%	+$329K	0.91%	27
2024 Q2	$1.07M	Buy	+4,622	New	+$1.07M	0.65%	39

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Western Financial Corp's AXP Position: Q2 2026 in Review

Western Financial Corp sold out of American Express (AXP) in Q2 2026, closing a stake of 2,213 shares — an estimated $669K sold.

Western Financial Corp first reported a position in AXP in Q2 2024 and held it in 8 quarters. The position peaked at $3.65M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Western Financial Corp reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Western Financial Corp sold 2,213 American Express shares in Q2 2026, an estimated $669K.
Western Financial Corp first reported a position in American Express in Q2 2024 and held it in 8 quarters.
Western Financial Corp's American Express position peaked at $3.65M in Q4 2025.
1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.