a16z Perennial Management’s American Express AXP Stock Holding History

a16z Perennial 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	$20.2M	Sell	59,779 -56,929	-49%	-$18.2M	1.63%	12
2026 Q1	$35.3M	Buy	116,708 +116,030	+17,114%	+$38.9M	2.93%	8
2025 Q4	$251K	Buy	678 +62	+10%	+$22.2K	0.02%	118
2025 Q3	$205K	Buy	+616	New	+$196K	0.02%	131

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

a16z Perennial Management's AXP Position: Q2 2026 in Review

a16z Perennial Management reduced its American Express (AXP) stake by 49% in Q2 2026, selling an estimated $18.2M and leaving 59,779 shares worth $20.2M. The position accounts for 1.63% of the portfolio, ranked #12.

a16z Perennial Management first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.3M in Q1 2026. 1,401 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

a16z Perennial Management held 59,779 shares of American Express worth $20.2M as of Q2 2026.
a16z Perennial Management sold 56,929 American Express shares in Q2 2026, an estimated $18.2M.
American Express made up 1.63% of a16z Perennial Management's portfolio in Q2 2026, its #12 holding.
a16z Perennial Management first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
a16z Perennial Management's American Express position peaked at $35.3M in Q1 2026.
1,401 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on a16z Perennial Management's 13F filing for Q2 2026, filed 24 Jul 2026.