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Adell Harriman & Carpenter’s American Express AXP Stock Holding History

Adell Harriman & Carpenter’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 		$599K Buy
1,769
+85
+5% +$27.2K 0.03% 118
2026
Q1 		$510K Sell
1,684
-366
-18% -$123K 0.03% 121
2025
Q4 		$758K Buy
2,050
+1,119
+120% +$400K 0.05% 109
2025
Q3 		$309K Buy
931
+44
+5% +$14K 0.02% 152
2025
Q2 		$283K Buy
887
+56
+7% +$15.8K 0.02% 152
2025
Q1 		$224K Buy
+831
New +$246K 0.02% 162

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Adell Harriman & Carpenter's AXP Position: Q2 2026 in Review

Adell Harriman & Carpenter increased its American Express (AXP) stake by 5% in Q2 2026, buying an estimated $27.2K and bringing the position to 1,769 shares worth $599K. The position accounts for 0.03% of the portfolio, ranked #118.

Adell Harriman & Carpenter first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. The position peaked at $758K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Adell Harriman & Carpenter held 1,769 shares of American Express worth $599K as of Q2 2026.
  • Adell Harriman & Carpenter bought 85 American Express shares in Q2 2026, an estimated $27.2K.
  • American Express made up 0.03% of Adell Harriman & Carpenter's portfolio in Q2 2026, its #118 holding.
  • Adell Harriman & Carpenter first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • Adell Harriman & Carpenter's American Express position peaked at $758K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q2 2026, filed 4 Aug 2026.