Woodward Diversified Capital’s American Express AXP Stock Holding History

Woodward Diversified Capital’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	$390K	Sell	1,153 -101	-8%	-$32.3K	0.17%	126
2026 Q1	$416K	Sell	1,254 -45	-3%	-$15.1K	0.19%	113
2025 Q4	$481K	Buy	1,299 +19	+1%	+$6.8K	0.22%	102
2025 Q3	$425K	Sell	1,280 -9	-0.7%	-$2.86K	0.2%	118
2025 Q2	$411K	Buy	1,289 +480	+59%	+$135K	0.21%	107
2025 Q1	$218K	Buy	809 +63	+8%	+$18.6K	0.15%	123
2024 Q4	$221K	Sell	746 -284	-28%	-$81.6K	0.16%	118
2024 Q3	$279K	Buy	1,030 +88	+9%	+$21.9K	0.18%	131
2024 Q2	$218K	Buy	+942	New	+$218K	0.13%	148

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

Woodward Diversified Capital's AXP Position: Q2 2026 in Review

Woodward Diversified Capital reduced its American Express (AXP) stake by 8.1% in Q2 2026, selling an estimated $32.3K and leaving 1,153 shares worth $390K. The position accounts for 0.17% of the portfolio, ranked #126.

Woodward Diversified Capital first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $481K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Woodward Diversified Capital held 1,153 shares of American Express worth $390K as of Q2 2026.
Woodward Diversified Capital sold 101 American Express shares in Q2 2026, an estimated $32.3K.
American Express made up 0.17% of Woodward Diversified Capital's portfolio in Q2 2026, its #126 holding.
Woodward Diversified Capital first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
Woodward Diversified Capital's American Express position peaked at $481K in Q4 2025.
1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.