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Advyzon Investment Management’s American Express AXP Stock Holding History

Advyzon Investment 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 		$1.04M Buy
3,081
+275
+10% +$88K 0.08% 251
2026
Q1 		$849K Buy
2,806
+734
+35% +$246K 0.08% 261
2025
Q4 		$767K Buy
2,072
+851
+70% +$305K 0.09% 231
2025
Q3 		$406K Buy
1,221
+98
+9% +$31.2K 0.07% 252
2025
Q2 		$358K Buy
1,123
+241
+27% +$67.8K 0.08% 238
2025
Q1 		$237K Buy
+882
New +$261K 0.08% 227

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

Advyzon Investment Management's AXP Position: Q2 2026 in Review

Advyzon Investment Management increased its American Express (AXP) stake by 9.8% in Q2 2026, buying an estimated $88K and bringing the position to 3,081 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #251.

Advyzon Investment Management first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Advyzon Investment Management held 3,081 shares of American Express worth $1.04M as of Q2 2026.
  • Advyzon Investment Management bought 275 American Express shares in Q2 2026, an estimated $88K.
  • American Express made up 0.08% of Advyzon Investment Management's portfolio in Q2 2026, its #251 holding.
  • Advyzon Investment Management first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.