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Alesco Advisors’s American Express AXP Stock Holding History

Alesco 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 		$346K Sell
1,023
-10
-1% -$3.2K 0.01% 179
2026
Q1 		$312K Hold
1,033
– – 0.01% 202
2025
Q4 		$382K Sell
1,033
-6
-0.6% -$2.15K 0.01% 155
2025
Q3 		$345K Buy
1,039
+31
+3% +$9.86K 0.01% 160
2025
Q2 		$322K Buy
1,008
+3
+0.3% +$844 0.01% 158
2025
Q1 		$270K Buy
1,005
+20
+2% +$5.91K 0.01% 163
2024
Q4 		$292K Hold
985
– – 0.01% 155
2024
Q3 		$267K Sell
985
-20
-2% -$4.98K 0.01% 157
2024
Q2 		$233K Buy
1,005
+105
+12% +$24.3K 0.01% 170
2024
Q1 		$205K Buy
+900
New +$187K 0.01% 177

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

Alesco Advisors's AXP Position: Q2 2026 in Review

Alesco Advisors reduced its American Express (AXP) stake by 0.97% in Q2 2026, selling an estimated $3.2K and leaving 1,023 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #179.

Alesco Advisors first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $382K in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Alesco Advisors held 1,023 shares of American Express worth $346K as of Q2 2026.
  • Alesco Advisors sold 10 American Express shares in Q2 2026, an estimated $3.2K.
  • American Express made up 0.01% of Alesco Advisors's portfolio in Q2 2026, its #179 holding.
  • Alesco Advisors first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • Alesco Advisors's American Express position peaked at $382K in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.