1620 Investment Advisors’s American Express AXP Stock Holding History

1620 Investment Advisors’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	$203K	Hold	600	–	–	0.13%	181
2026 Q1	$181K	Sell	600 -8	-1%	-$2.68K	0.12%	166
2025 Q4	$225K	Sell	608 -31	-5%	-$11.1K	0.15%	145
2025 Q3	$212K	Buy	639 +1	+0.2%	+$318	0.14%	144
2025 Q2	$204K	Sell	638 -1	-0.2%	-$281	0.14%	147
2025 Q1	$172K	Hold	639	–	–	0.13%	156
2024 Q4	$190K	Buy	639 +10	+2%	+$2.87K	0.14%	157
2024 Q3	$170K	Sell	629 -591	-48%	-$147K	0.12%	164
2024 Q2	$282K	Buy	+1,220	New	+$283K	0.22%	132

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

1620 Investment Advisors's AXP Position: Q2 2026 in Review

1620 Investment Advisors held its American Express (AXP) position steady in Q2 2026 at 600 shares worth $203K. The position accounts for 0.13% of the portfolio, ranked #181.

1620 Investment Advisors first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. The position peaked at $282K in Q2 2024. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

1620 Investment Advisors held 600 shares of American Express worth $203K as of Q2 2026.
1620 Investment Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.13% of 1620 Investment Advisors's portfolio in Q2 2026, its #181 holding.
1620 Investment Advisors first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's American Express position peaked at $282K in Q2 2024.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.