Yousif Capital Management’s American Express AXP Stock Holding History

Yousif 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	$18.8M	Sell	55,556 -4,305	-7%	-$1.38M	0.21%	72
2026 Q1	$18.1M	Sell	59,861 -2,869	-5%	-$962K	0.21%	73
2025 Q4	$22.1M	Sell	62,730 -5,187	-8%	-$1.86M	0.24%	64
2025 Q3	$22.6M	Sell	67,917 -5,131	-7%	-$1.63M	0.24%	59
2025 Q2	$23.3M	Sell	73,048 -1,210	-2%	-$341K	0.25%	66
2025 Q1	$20M	Sell	74,258 -3,164	-4%	-$935K	0.23%	69
2024 Q4	$23M	Sell	77,422 -589	-0.8%	-$169K	0.25%	59
2024 Q3	$21.2M	Sell	78,011 -2,020	-3%	-$503K	0.23%	70
2024 Q2	$18.5M	Sell	80,031 -2,664	-3%	-$617K	0.21%	78
2024 Q1	$18.8M	Sell	82,695 -2,305	-3%	-$478K	0.21%	82
2023 Q4	$15.9M	Sell	85,000 -4,388	-5%	-$706K	0.19%	94
2023 Q3	$13.3M	Sell	89,388 -4,642	-5%	-$759K	0.17%	108
2023 Q2	$16.4M	Buy	94,030 +868	+0.9%	+$140K	0.2%	87
2023 Q1	$15.4M	Sell	93,162 -5,150	-5%	-$854K	0.2%	88
2022 Q4	$14.5M	Buy	98,312 +2,694	+3%	+$399K	0.19%	101
2022 Q3	$12.9M	Sell	95,618 -3,018	-3%	-$457K	0.18%	92
2022 Q2	$13.7M	Sell	98,636 -2,655	-3%	-$439K	0.18%	93
2022 Q1	$18.9M	Sell	101,291 -2,629	-3%	-$475K	0.21%	81
2021 Q4	$17M	Buy	+103,920	New	+$17.7M	0.18%	91

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

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

Yousif Capital Management reduced its American Express (AXP) stake by 7.2% in Q2 2026, selling an estimated $1.38M and leaving 55,556 shares worth $18.8M. The position accounts for 0.21% of the portfolio, ranked #72.

Yousif Capital Management first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.3M in Q2 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Yousif Capital Management held 55,556 shares of American Express worth $18.8M as of Q2 2026.
Yousif Capital Management sold 4,305 American Express shares in Q2 2026, an estimated $1.38M.
American Express made up 0.21% of Yousif Capital Management's portfolio in Q2 2026, its #72 holding.
Yousif Capital Management first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's American Express position peaked at $23.3M in Q2 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.