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Alphinity Investment Management’s American Express AXP Stock Holding History

Alphinity 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 		$172M Sell
507,205
-39,795
-7% -$12.7M 2.86% 18
2026
Q1 		$165M Sell
547,000
-369,149
-40% -$124M 2.91% 17
2025
Q4 		$339M Buy
916,149
+128,637
+16% +$46M 3.43% 14
2025
Q3 		$262M Sell
787,512
-1,069,694
-58% -$340M 2.55% 21
2025
Q2 		$592M Sell
1,857,206
-463,555
-20% -$130M 5.07% 7
2025
Q1 		$624M Sell
2,320,761
-417,162
-15% -$123M 4.23% 13
2024
Q4 		$813M Sell
2,737,923
-341,984
-11% -$98.3M 4.42% 6
2024
Q3 		$835M Buy
3,079,907
+390,612
+15% +$97.3M 4.93% 6
2024
Q2 		$623M Buy
2,689,295
+784,472
+41% +$182M 4.58% 8
2024
Q1 		$434M Buy
+1,904,823
New +$395M 3.85% 14
2020
Q2 		– Sell
-147,861
Closed -$12.7M – 26
2020
Q1 		$12.7M Sell
147,861
-105,877
-42% -$12.3M 1.66% 25
2019
Q4 		$31.6M Buy
253,738
+28,711
+13% +$3.43M 3.49% 18
2019
Q3 		$26.6M Buy
+225,027
New +$27.6M 3.07% 20

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

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

Alphinity Investment Management reduced its American Express (AXP) stake by 7.3% in Q2 2026, selling an estimated $12.7M and leaving 507,205 shares worth $172M. The position accounts for 2.86% of the portfolio, ranked #18.

Alphinity Investment Management first reported a position in AXP in Q3 2019 and has held it in 13 quarters since. The position peaked at $835M in Q3 2024. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Alphinity Investment Management held 507,205 shares of American Express worth $172M as of Q2 2026.
  • Alphinity Investment Management sold 39,795 American Express shares in Q2 2026, an estimated $12.7M.
  • American Express made up 2.86% of Alphinity Investment Management's portfolio in Q2 2026, its #18 holding.
  • Alphinity Investment Management first reported a position in American Express in Q3 2019 and has held it in 13 quarters since.
  • Alphinity Investment Management's American Express position peaked at $835M in Q3 2024.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Alphinity Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.