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Windsor Capital Management’s American Express AXP Stock Holding History

Windsor 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 		$516K Sell
1,524
-252
-14% -$80.7K 0.13% 88
2026
Q1 		$537K Buy
1,776
+201
+13% +$67.4K 0.15% 82
2025
Q4 		$583K Buy
1,575
+101
+7% +$36.1K 0.16% 82
2025
Q3 		$490K Sell
1,474
-55
-4% -$17.5K 0.14% 89
2025
Q2 		$488K Hold
1,529
– – 0.14% 86
2025
Q1 		$411K Sell
1,529
-97
-6% -$28.7K 0.13% 92
2024
Q4 		$483K Sell
1,626
-96
-6% -$27.6K 0.14% 87
2024
Q3 		$467K Sell
1,722
-34
-2% -$8.47K 0.14% 89
2024
Q2 		$407K Sell
1,756
-13
-0.7% -$3.01K 0.13% 89
2024
Q1 		$403K Buy
1,769
+1
+0.1% +$207 0.12% 87
2023
Q4 		$331K Buy
1,768
+2
+0.1% +$322 0.11% 91
2023
Q3 		$263K Buy
1,766
+2
+0.1% +$327 0.09% 95
2023
Q2 		$307K Buy
1,764
+2
+0.1% +$323 0.1% 91
2023
Q1 		$291K Buy
1,762
+1
+0.1% +$166 0.1% 94
2022
Q4 		$260K Sell
1,761
-128
-7% -$19K 0.09% 96
2022
Q3 		$254K Sell
1,889
-12
-0.6% -$1.82K 0.1% 97
2022
Q2 		$263K Buy
1,901
+1
+0.1% +$165 0.09% 100
2022
Q1 		$355K Buy
1,900
+1
+0.1% +$181 0.11% 89
2021
Q4 		$310K Buy
1,899
+1
+0.1% +$171 0.09% 100
2021
Q3 		$317K Buy
1,898
+2
+0.1% +$334 0.1% 96
2021
Q2 		$313K Sell
1,896
-30
-2% -$4.7K 0.1% 99
2021
Q1 		$272K Sell
1,926
-496
-20% -$65.5K 0.09% 100
2020
Q4 		$292K Buy
2,422
+422
+21% +$46.7K 0.11% 97
2020
Q3 		$200K Buy
+2,000
New +$197K 0.08% 109
2020
Q1 		– Sell
-1,906
Closed -$237K – 117
2019
Q4 		$237K Buy
+1,906
New +$228K 0.1% 112
2018
Q2 		– Sell
-2,459
Closed -$229K – 117
2018
Q1 		$229K Sell
2,459
-5,725
-70% -$555K 0.11% 109
2017
Q4 		$812K Buy
8,184
+356
+5% +$33.9K 0.38% 54
2017
Q3 		$659K Hold
7,828
– – 0.33% 60
2017
Q2 		$659K Buy
7,828
+512
+7% +$40.5K 0.33% 60
2017
Q1 		$578K Buy
7,316
+224
+3% +$17.5K 0.3% 69
2016
Q4 		$525K Buy
7,092
+1,048
+17% +$72.6K 0.28% 76
2016
Q3 		$387K Sell
6,044
-153
-2% -$9.83K 0.21% 89
2016
Q2 		$376K Buy
6,197
+1,607
+35% +$102K 0.22% 89
2016
Q1 		$281K Buy
4,590
+1,187
+35% +$69K 0.17% 95
2015
Q4 		$236K Sell
3,403
-872
-20% -$63.5K 0.15% 100
2015
Q3 		$316K Buy
4,275
+14
+0.3% +$1.08K 0.19% 86
2015
Q2 		$331K Buy
+4,261
New +$338K 0.19% 85
2014
Q1 		– Sell
-504
Closed -$46K – 98
2013
Q4 		$46K Buy
504
+154
+44% +$12.7K 0.03% 178
2013
Q3 		$26K Sell
350
-157
-31% -$11.8K 0.02% 244
2013
Q2 		$38K Buy
+507
New +$36.1K 0.02% 187

Other funds holding AXP

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
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Windsor Capital Management reduced its American Express (AXP) stake by 14% in Q2 2026, selling an estimated $80.7K and leaving 1,524 shares worth $516K. The position accounts for 0.13% of the portfolio, ranked #88.

Windsor Capital Management first reported a position in AXP in Q2 2013 and has held it in 40 quarters since. The position peaked at $812K in Q4 2017. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Windsor Capital Management held 1,524 shares of American Express worth $516K as of Q2 2026.
  • Windsor Capital Management sold 252 American Express shares in Q2 2026, an estimated $80.7K.
  • American Express made up 0.13% of Windsor Capital Management's portfolio in Q2 2026, its #88 holding.
  • Windsor Capital Management first reported a position in American Express in Q2 2013 and has held it in 40 quarters since.
  • Windsor Capital Management's American Express position peaked at $812K in Q4 2017.
  • 842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.