Winebrenner Capital Management’s American Express AXP Stock Holding History

Winebrenner 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	$1.25M	Sell	3,700 -287	-7%	-$91.9K	0.76%	34
2026 Q1	$1.21M	Sell	3,987 -50	-1%	-$16.8K	0.77%	35
2025 Q4	$1.49M	Hold	4,037	–	–	1%	27
2025 Q3	$1.34M	Hold	4,037	–	–	0.96%	29
2025 Q2	$1.29M	Buy	4,037 +238	+6%	+$67K	1.04%	28
2025 Q1	$1.02M	Sell	3,799 -238	-6%	-$70.3K	0.92%	31
2024 Q4	$1.2M	Buy	+4,037	New	+$1.16M	0.92%	32

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

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Winebrenner Capital Management reduced its American Express (AXP) stake by 7.2% in Q2 2026, selling an estimated $91.9K and leaving 3,700 shares worth $1.25M. The position accounts for 0.76% of the portfolio, ranked #34.

Winebrenner Capital Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q4 2025. 519 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Winebrenner Capital Management held 3,700 shares of American Express worth $1.25M as of Q2 2026.
Winebrenner Capital Management sold 287 American Express shares in Q2 2026, an estimated $91.9K.
American Express made up 0.76% of Winebrenner Capital Management's portfolio in Q2 2026, its #34 holding.
Winebrenner Capital Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Winebrenner Capital Management's American Express position peaked at $1.49M in Q4 2025.
519 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.