Westwood Holdings Group’s American Express AXP Stock Holding History

Westwood Holdings 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	$439K	Buy	+1,297	New	+$415K	﹤0.01%	481
2023 Q1	–	Sell	-175	Closed	-$26K	–	498
2022 Q4	$26K	Buy	+175	New	+$25.9K	﹤0.01%	537
2020 Q1	–	Sell	-166	Closed	-$21K	–	415
2019 Q4	$21K	Sell	166 -7,814	-98%	-$934K	﹤0.01%	514
2019 Q3	$944K	Sell	7,980 -853	-10%	-$105K	0.01%	340
2019 Q2	$1.09M	Sell	8,833 -1,078	-11%	-$127K	0.01%	343
2019 Q1	$1.08M	Sell	9,911 -820	-8%	-$86.2K	0.01%	315
2018 Q4	$1.02M	Sell	10,731 -497	-4%	-$52K	0.01%	297
2018 Q3	$1.2M	Sell	11,228 -1,198	-10%	-$125K	0.01%	299
2018 Q2	$1.22M	Sell	12,426 -470	-4%	-$46.2K	0.01%	315
2018 Q1	$1.2M	Buy	+12,896	New	+$1.25M	0.01%	316

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Westwood Holdings Group's AXP Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in American Express (AXP) in Q2 2026: 1,297 shares worth $439K. The stake represents ﹤0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in AXP as recently as Q4 2022.

Westwood Holdings Group first reported a position in AXP in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.22M in Q2 2018. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Westwood Holdings Group held 1,297 shares of American Express worth $439K as of Q2 2026.
American Express was a new Westwood Holdings Group position in Q2 2026.
American Express made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #481 holding.
Westwood Holdings Group first reported a position in American Express in Q1 2018 and has held it in 10 quarters since.
Westwood Holdings Group's American Express position peaked at $1.22M in Q2 2018.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.