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AlphaCore Capital’s American Express AXP Stock Holding History

AlphaCore Capital’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 		$2.38M Buy
7,050
+961
+16% +$308K 0.04% 282
2026
Q1 		$1.84M Buy
6,089
+577
+10% +$193K 0.04% 265
2025
Q4 		$2.04M Buy
5,512
+2,747
+99% +$983K 0.05% 269
2025
Q3 		$919K Buy
2,765
+663
+32% +$211K 0.03% 317
2025
Q2 		$670K Buy
2,102
+925
+79% +$260K 0.03% 329
2025
Q1 		$317K Buy
1,177
+232
+25% +$68.6K 0.03% 358
2024
Q4 		$280K Buy
945
+156
+20% +$44.8K 0.06% 180
2024
Q3 		$214K Buy
+789
New +$196K 0.05% 188

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

AlphaCore Capital's AXP Position: Q2 2026 in Review

AlphaCore Capital increased its American Express (AXP) stake by 16% in Q2 2026, buying an estimated $308K and bringing the position to 7,050 shares worth $2.38M. The position accounts for 0.04% of the portfolio, ranked #282.

AlphaCore Capital first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • AlphaCore Capital held 7,050 shares of American Express worth $2.38M as of Q2 2026.
  • AlphaCore Capital bought 961 American Express shares in Q2 2026, an estimated $308K.
  • American Express made up 0.04% of AlphaCore Capital's portfolio in Q2 2026, its #282 holding.
  • AlphaCore Capital first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.