Whitener Capital Management’s American Express AXP Stock Holding History

Whitener Capital Management’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	$606K	Hold	1,792	–	–	0.13%	111
2026 Q1	$542K	Sell	1,792 -28	-2%	-$9.39K	0.12%	115
2025 Q4	$673K	Hold	1,820	–	–	0.15%	97
2025 Q3	$605K	Sell	1,820 -25	-1%	-$7.95K	0.14%	98
2025 Q2	$589K	Hold	1,845	–	–	0.16%	98
2025 Q1	$496K	Sell	1,845 -95	-5%	-$28.1K	0.14%	103
2024 Q4	$576K	Hold	1,940	–	–	0.16%	96
2024 Q3	$526K	Sell	1,940 -70	-3%	-$17.4K	0.15%	99
2024 Q2	$465K	Hold	2,010	–	–	0.14%	102
2024 Q1	$458K	Sell	2,010 -50	-2%	-$10.4K	0.15%	99
2023 Q4	$386K	Hold	2,060	–	–	0.14%	106
2023 Q3	$307K	Hold	2,060	–	–	0.12%	110
2023 Q2	$359K	Hold	2,060	–	–	0.14%	103
2023 Q1	$340K	Hold	2,060	–	–	0.14%	105
2022 Q4	$304K	Hold	2,060	–	–	0.13%	107
2022 Q3	$277K	Hold	2,060	–	–	0.13%	109
2022 Q2	$285K	Hold	2,060	–	–	0.13%	111
2022 Q1	$385K	Sell	2,060 -90	-4%	-$16.3K	0.14%	108
2021 Q4	$351K	Hold	2,150	–	–	0.13%	109
2021 Q3	$259K	Hold	2,150	–	–	0.12%	117
2021 Q2	$355K	Hold	2,150	–	–	0.14%	105
2021 Q1	$304K	Hold	2,150	–	–	0.13%	114
2020 Q4	$259K	Hold	2,150	–	–	0.12%	118
2020 Q3	$215K	Hold	2,150	–	–	0.1%	121
2020 Q2	$204K	Buy	+2,150	New	+$198K	0.11%	126
2020 Q1	–	Sell	-2,150	Closed	-$267K	–	117
2019 Q4	$267K	Hold	2,150	–	–	0.14%	116
2019 Q3	$254K	Hold	2,150	–	–	0.14%	111
2019 Q2	$265K	Hold	2,150	–	–	0.15%	107
2019 Q1	$234K	Sell	2,150 -100	-4%	-$10.5K	0.15%	107
2018 Q4	$214K	Hold	2,250	–	–	0.16%	110
2018 Q3	$239K	Hold	2,250	–	–	0.16%	112
2018 Q2	$220K	Hold	2,250	–	–	0.17%	118
2018 Q1	$209K	Hold	2,250	–	–	0.16%	115
2017 Q4	$223K	Buy	+2,250	New	+$214K	0.19%	107

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

Whitener Capital Management's AXP Position: Q2 2026 in Review

Whitener Capital Management held its American Express (AXP) position steady in Q2 2026 at 1,792 shares worth $606K. The position accounts for 0.13% of the portfolio, ranked #111.

Whitener Capital Management first reported a position in AXP in Q4 2017 and has held it in 34 quarters since. The position peaked at $673K in Q4 2025. 712 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Whitener Capital Management held 1,792 shares of American Express worth $606K as of Q2 2026.
Whitener Capital Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.13% of Whitener Capital Management's portfolio in Q2 2026, its #111 holding.
Whitener Capital Management first reported a position in American Express in Q4 2017 and has held it in 34 quarters since.
Whitener Capital Management's American Express position peaked at $673K in Q4 2025.
712 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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