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Whelan Financial’s American Express AXP Stock Holding History

Whelan Financial’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 		$1.6M Buy
4,728
+277
+6% +$88.7K 0.44% 28
2026
Q1 		$1.35M Buy
4,451
+393
+10% +$132K 0.42% 27
2025
Q4 		$1.5M Buy
4,058
+322
+9% +$115K 0.47% 27
2025
Q3 		$1.24M Sell
3,736
-269
-7% -$85.6K 0.39% 30
2025
Q2 		$1.28M Buy
4,005
+1,190
+42% +$335K 0.46% 22
2025
Q1 		$757K Buy
2,815
+1,873
+199% +$554K 0.29% 24
2024
Q4 		$280K Buy
+942
New +$271K 0.11% 45

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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Whelan Financial's AXP Position: Q2 2026 in Review

Whelan Financial increased its American Express (AXP) stake by 6.2% in Q2 2026, buying an estimated $88.7K and bringing the position to 4,728 shares worth $1.6M. The position accounts for 0.44% of the portfolio, ranked #28.

Whelan Financial first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Whelan Financial held 4,728 shares of American Express worth $1.6M as of Q2 2026.
  • Whelan Financial bought 277 American Express shares in Q2 2026, an estimated $88.7K.
  • American Express made up 0.44% of Whelan Financial's portfolio in Q2 2026, its #28 holding.
  • Whelan Financial first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.