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Winthrop Capital Management’s American Express AXP Stock Holding History

Winthrop 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 		– Sell
-230
Closed -$70K – 353
2026
Q1 		$70K Hold
230
– – 0.02% 167
2025
Q4 		$85K Buy
+230
New +$82.3K 0.02% 164
2025
Q3 		– Sell
-230
Closed -$73K – 340
2025
Q2 		$73K Buy
+230
New +$64.7K 0.02% 165
2025
Q1 		– Sell
-230
Closed -$68K – 335
2024
Q4 		$68K Hold
230
– – 0.02% 160
2024
Q3 		$62K Hold
230
– – 0.03% 83
2024
Q2 		$53K Hold
230
– – 0.03% 79
2024
Q1 		$52K Hold
230
– – 0.02% 84
2023
Q4 		$43.1K Buy
+230
New +$37K 0.01% 167

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Winthrop Capital Management sold out of American Express (AXP) in Q2 2026, closing a stake of 230 shares — an estimated $70K sold.

Winthrop Capital Management first reported a position in AXP in Q4 2023 and held it in 8 quarters. The position peaked at $85K in Q4 2025. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Winthrop Capital Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Winthrop Capital Management sold 230 American Express shares in Q2 2026, an estimated $70K.
  • Winthrop Capital Management first reported a position in American Express in Q4 2023 and held it in 8 quarters.
  • Winthrop Capital Management's American Express position peaked at $85K in Q4 2025.
  • 3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.