William B. Walkup & Associates’s American Express AXP Stock Holding History

William B. Walkup & Associates’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	$166K	Sell	490 -75	-13%	-$24K	0.08%	89
2026 Q1	$152K	Hold	565	–	–	0.09%	85
2025 Q4	$209K	Hold	565	–	–	0.11%	82
2025 Q3	$188K	Hold	565	–	–	0.1%	82
2025 Q2	$180K	Hold	565	–	–	0.11%	83
2025 Q1	$152K	Hold	565	–	–	0.09%	84
2024 Q4	$168K	Hold	565	–	–	0.11%	84
2024 Q3	$153K	Hold	565	–	–	0.09%	87
2024 Q2	$131K	Buy	+565	New	+$131K	0.09%	89

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

William B. Walkup & Associates's AXP Position: Q2 2026 in Review

William B. Walkup & Associates reduced its American Express (AXP) stake by 13% in Q2 2026, selling an estimated $24K and leaving 490 shares worth $166K. The position accounts for 0.08% of the portfolio, ranked #89.

William B. Walkup & Associates first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $209K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

William B. Walkup & Associates held 490 shares of American Express worth $166K as of Q2 2026.
William B. Walkup & Associates sold 75 American Express shares in Q2 2026, an estimated $24K.
American Express made up 0.08% of William B. Walkup & Associates's portfolio in Q2 2026, its #89 holding.
William B. Walkup & Associates first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
William B. Walkup & Associates's American Express position peaked at $209K in Q4 2025.
1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.