Whitney & Co’s American Express AXP Stock Holding History

Whitney & Co’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	$1.98M	Sell	5,846 -540	-8%	-$173K	0.14%	83
2026 Q1	$1.93M	Buy	6,386 +1,729	+37%	+$580K	0.16%	79
2025 Q4	$1.72M	Buy	+4,657	New	+$1.67M	0.14%	83
2018 Q4	–	Sell	-955	Closed	-$104K	–	139
2018 Q3	$104K	Buy	955 +155	+19%	+$16.1K	0.03%	136
2018 Q2	$78K	Hold	800	–	–	0.02%	139
2018 Q1	$75K	Buy	+800	New	+$77.5K	0.02%	149

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

Whitney & Co's AXP Position: Q2 2026 in Review

Whitney & Co reduced its American Express (AXP) stake by 8.5% in Q2 2026, selling an estimated $173K and leaving 5,846 shares worth $1.98M. The position accounts for 0.14% of the portfolio, ranked #83.

Whitney & Co first reported a position in AXP in Q1 2018 and has held it in 6 quarters since. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Whitney & Co held 5,846 shares of American Express worth $1.98M as of Q2 2026.
Whitney & Co sold 540 American Express shares in Q2 2026, an estimated $173K.
American Express made up 0.14% of Whitney & Co's portfolio in Q2 2026, its #83 holding.
Whitney & Co first reported a position in American Express in Q1 2018 and has held it in 6 quarters since.
1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.