Zevenbergen Capital Investments’s American Express AXP Stock Holding History

Zevenbergen Capital Investments’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	$541K	Sell	1,600 -100	-6%	-$32K	0.01%	98
2026 Q1	$514K	Hold	1,700	–	–	0.01%	101
2025 Q4	$629K	Hold	1,700	–	–	0.01%	97
2025 Q3	$565K	Hold	1,700	–	–	0.01%	95
2025 Q2	$542K	Hold	1,700	–	–	0.01%	97
2025 Q1	$457K	Hold	1,700	–	–	0.01%	98
2024 Q4	$505K	Hold	1,700	–	–	0.01%	95
2024 Q3	$461K	Hold	1,700	–	–	0.01%	93
2024 Q2	$394K	Hold	1,700	–	–	0.01%	97
2024 Q1	$387K	Hold	1,700	–	–	0.01%	95
2023 Q4	$318K	Hold	1,700	–	–	0.01%	94
2023 Q3	$254K	Hold	1,700	–	–	0.01%	98
2023 Q2	$296K	Hold	1,700	–	–	0.01%	98
2023 Q1	$280K	Hold	1,700	–	–	0.01%	98
2022 Q4	$251K	Hold	1,700	–	–	0.01%	96
2022 Q3	$229K	Hold	1,700	–	–	0.01%	101
2022 Q2	$236K	Hold	1,700	–	–	0.01%	84
2022 Q1	$318K	Sell	1,700 -60	-3%	-$10.8K	0.01%	81
2021 Q4	$288K	Hold	1,760	–	–	0.01%	85
2021 Q3	$295K	Hold	1,760	–	–	0.01%	91
2021 Q2	$291K	Hold	1,760	–	–	0.01%	92
2021 Q1	$249K	Hold	1,760	–	–	﹤0.01%	94
2020 Q4	$213K	Buy	+1,760	New	+$195K	﹤0.01%	81

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 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

Zevenbergen Capital Investments's AXP Position: Q2 2026 in Review

Zevenbergen Capital Investments reduced its American Express (AXP) stake by 5.9% in Q2 2026, selling an estimated $32K and leaving 1,600 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #98.

Zevenbergen Capital Investments first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. The position peaked at $629K in Q4 2025. 943 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Zevenbergen Capital Investments held 1,600 shares of American Express worth $541K as of Q2 2026.
Zevenbergen Capital Investments sold 100 American Express shares in Q2 2026, an estimated $32K.
American Express made up 0.01% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #98 holding.
Zevenbergen Capital Investments first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
Zevenbergen Capital Investments's American Express position peaked at $629K in Q4 2025.
943 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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