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Woodmont Investment Counsel’s American Express AXP Stock Holding History

Woodmont Investment Counsel’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 		$2.85M Buy
8,429
+11
+0.1% +$3.52K 0.16% 91
2026
Q1 		$2.55M Sell
8,418
-143
-2% -$47.9K 0.16% 90
2025
Q4 		$3.17M Buy
8,561
+35
+0.4% +$12.5K 0.2% 80
2025
Q3 		$2.83M Buy
8,526
+261
+3% +$83K 0.19% 83
2025
Q2 		$2.64M Buy
8,265
+12
+0.1% +$3.38K 0.17% 89
2025
Q1 		$2.22M Sell
8,253
-15
-0.2% -$4.43K 0.16% 92
2024
Q4 		$2.45M Sell
8,268
-668
-7% -$192K 0.18% 86
2024
Q3 		$2.42M Sell
8,936
-135
-1% -$33.6K 0.18% 85
2024
Q2 		$2.1M Buy
9,071
+4
+0% +$926 0.17% 89
2024
Q1 		$2.06M Sell
9,067
-237
-3% -$49.1K 0.17% 93
2023
Q4 		$1.74M Buy
9,304
+242
+3% +$39K 0.16% 98
2023
Q3 		$1.35M Sell
9,062
-256
-3% -$41.9K 0.14% 108
2023
Q2 		$1.62M Sell
9,318
-300
-3% -$48.4K 0.17% 106
2023
Q1 		$1.59M Buy
9,618
+1,077
+13% +$179K 0.17% 104
2022
Q4 		$1.26M Sell
8,541
-6
-0.1% -$889 0.14% 112
2022
Q3 		$1.15M Buy
8,547
+201
+2% +$30.4K 0.14% 116
2022
Q2 		$1.16M Buy
8,346
+200
+2% +$33K 0.14% 117
2022
Q1 		$1.52M Buy
+8,146
New +$1.47M 0.18% 105

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Woodmont Investment Counsel's AXP Position: Q2 2026 in Review

Woodmont Investment Counsel increased its American Express (AXP) stake by 0.13% in Q2 2026, buying an estimated $3.52K and bringing the position to 8,429 shares worth $2.85M. The position accounts for 0.16% of the portfolio, ranked #91.

Woodmont Investment Counsel first reported a position in AXP in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.17M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Woodmont Investment Counsel held 8,429 shares of American Express worth $2.85M as of Q2 2026.
  • Woodmont Investment Counsel bought 11 American Express shares in Q2 2026, an estimated $3.52K.
  • American Express made up 0.16% of Woodmont Investment Counsel's portfolio in Q2 2026, its #91 holding.
  • Woodmont Investment Counsel first reported a position in American Express in Q1 2022 and has held it in 18 quarters since.
  • Woodmont Investment Counsel's American Express position peaked at $3.17M in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.