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WhitTier Trust Company’s American Express AXP Stock Holding History

WhitTier Trust Company’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 		$14.6M Buy
41,754
+2,474
+6% +$792K 0.27% 81
2026
Q1 		$12M Buy
39,280
+1,774
+5% +$595K 0.25% 89
2025
Q4 		$14.4M Buy
37,506
+656
+2% +$235K 0.3% 72
2025
Q3 		$12.2M Sell
36,850
-46
-0.1% -$14.6K 0.26% 81
2025
Q2 		$11.8M Sell
36,896
-433
-1% -$122K 0.27% 83
2025
Q1 		$10M Sell
37,329
-341
-0.9% -$101K 0.25% 86
2024
Q4 		$11.2M Sell
37,670
-83
-0.2% -$23.8K 0.27% 80
2024
Q3 		$10.2M Sell
37,753
-284
-0.7% -$70.7K 0.26% 90
2024
Q2 		$8.81M Buy
38,037
+180
+0.5% +$41.7K 0.24% 90
2024
Q1 		$8.62M Buy
37,857
+1,291
+4% +$268K 0.25% 94
2023
Q4 		$6.85M Sell
36,566
-67
-0.2% -$10.8K 0.22% 104
2023
Q3 		$5.47M Sell
36,633
-988
-3% -$162K 0.19% 114
2023
Q2 		$6.55M Buy
37,621
+230
+0.6% +$37.1K 0.22% 106
2023
Q1 		$6.17M Sell
37,391
-551
-1% -$91.4K 0.23% 108
2022
Q4 		$5.61M Sell
37,942
-97
-0.3% -$14.4K 0.22% 112
2022
Q3 		$5.13M Buy
38,039
+36
+0.1% +$5.45K 0.22% 107
2022
Q2 		$5.27M Buy
38,003
+871
+2% +$144K 0.22% 108
2022
Q1 		$6.94M Buy
37,132
+409
+1% +$73.9K 0.25% 97
2021
Q4 		$6.01M Sell
36,723
-598
-2% -$102K 0.22% 110
2021
Q3 		$6.25M Buy
37,321
+361
+1% +$60.4K 0.26% 96
2021
Q2 		$6.11M Buy
36,960
+184
+0.5% +$28.8K 0.25% 94
2021
Q1 		$5.2M Buy
36,776
+2,654
+8% +$351K 0.23% 105
2020
Q4 		$4.13M Sell
34,122
-268
-0.8% -$29.7K 0.21% 109
2020
Q3 		$3.45M Sell
34,390
-264
-0.8% -$26K 0.2% 112
2020
Q2 		$3.3M Sell
34,654
-544
-2% -$50.1K 0.21% 108
2020
Q1 		$3.01M Buy
35,198
+2,804
+9% +$326K 0.23% 102
2019
Q4 		$4.03M Sell
32,394
-5,774
-15% -$690K 0.26% 95
2019
Q3 		$4.51M Sell
38,168
-11
-0% -$1.35K 0.31% 87
2019
Q2 		$4.71M Sell
38,179
-3,317
-8% -$390K 0.34% 85
2019
Q1 		$4.54M Sell
41,496
-6,990
-14% -$735K 0.33% 84
2018
Q4 		$4.62M Sell
48,486
-1,614
-3% -$169K 0.38% 67
2018
Q3 		$5.33M Sell
50,100
-413
-0.8% -$43K 0.39% 68
2018
Q2 		$4.95M Buy
50,513
+268
+0.5% +$26.3K 0.39% 72
2018
Q1 		$4.69M Buy
50,245
+800
+2% +$77.5K 0.38% 72
2017
Q4 		$4.91M Buy
49,445
+276
+0.6% +$26.3K 0.42% 69
2017
Q3 		$4.45M Buy
49,169
+126
+0.3% +$10.8K 0.41% 70
2017
Q2 		$4.13M Sell
49,043
-288
-0.6% -$22.8K 0.4% 72
2017
Q1 		$3.9M Sell
49,331
-14,042
-22% -$1.1M 0.39% 73
2016
Q4 		$4.69M Buy
63,373
+3,934
+7% +$272K 0.5% 60
2016
Q3 		$3.81M Sell
59,439
-763
-1% -$49K 0.43% 66
2016
Q2 		$3.66M Sell
60,202
-271
-0.4% -$17.2K 0.42% 67
2016
Q1 		$3.71M Sell
60,473
-5,642
-9% -$328K 0.43% 67
2015
Q4 		$4.6M Sell
66,115
-8,177
-11% -$595K 0.54% 58
2015
Q3 		$5.51M Buy
74,292
+2,606
+4% +$200K 0.67% 50
2015
Q2 		$5.57M Sell
71,686
-2,634
-4% -$209K 0.62% 53
2015
Q1 		$5.8M Buy
74,320
+755
+1% +$62.7K 0.64% 53
2014
Q4 		$6.84M Buy
73,565
+1,872
+3% +$168K 0.77% 33
2014
Q3 		$6.28M Buy
71,693
+229
+0.3% +$20.6K 0.72% 39
2014
Q2 		$6.78M Sell
71,464
-6,404
-8% -$577K 0.76% 33
2014
Q1 		$7.01M Sell
77,868
-2,288
-3% -$204K 0.82% 27
2013
Q4 		$7.27M Buy
80,156
+1,087
+1% +$89.3K 0.88% 26
2013
Q3 		$5.97M Buy
79,069
+167
+0.2% +$12.6K 0.8% 30
2013
Q2 		$5.9M Buy
+78,902
New +$5.61M 0.85% 29

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
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
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
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

WhitTier Trust Company's AXP Position: Q2 2026 in Review

WhitTier Trust Company increased its American Express (AXP) stake by 6.3% in Q2 2026, buying an estimated $792K and bringing the position to 41,754 shares worth $14.6M. The position accounts for 0.27% of the portfolio, ranked #81.

WhitTier Trust Company first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. 1,314 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • WhitTier Trust Company held 41,754 shares of American Express worth $14.6M as of Q2 2026.
  • WhitTier Trust Company bought 2,474 American Express shares in Q2 2026, an estimated $792K.
  • American Express made up 0.27% of WhitTier Trust Company's portfolio in Q2 2026, its #81 holding.
  • WhitTier Trust Company first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • 1,314 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.