Alta Advisers’s American Express AXP Stock Holding History

Alta Advisers’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	$711K	Hold	2,102	–	–	0.16%	67
2026 Q1	$636K	Hold	2,102	–	–	0.23%	67
2025 Q4	$778K	Sell	2,102 -640	-23%	-$229K	0.28%	53
2025 Q3	$911K	Hold	2,742	–	–	0.28%	59
2025 Q2	$875K	Hold	2,742	–	–	0.31%	57
2025 Q1	$738K	Buy	2,742 +900	+49%	+$266K	0.31%	66
2024 Q4	$547K	Buy	1,842 +242	+15%	+$69.5K	0.35%	55
2024 Q3	$434K	Hold	1,600	–	–	0.2%	65
2024 Q2	$370K	Hold	1,600	–	–	0.18%	68
2024 Q1	$364K	Hold	1,600	–	–	0.18%	67
2023 Q4	$300K	Hold	1,600	–	–	0.16%	76
2023 Q3	$239K	Hold	1,600	–	–	0.14%	91
2023 Q2	$279K	Hold	1,600	–	–	0.16%	75
2023 Q1	$264K	Hold	1,600	–	–	0.16%	79
2022 Q4	$236K	Hold	1,600	–	–	0.14%	86
2022 Q3	$216K	Buy	+1,600	New	+$242K	0.14%	81

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Alta Advisers's AXP Position: Q2 2026 in Review

Alta Advisers held its American Express (AXP) position steady in Q2 2026 at 2,102 shares worth $711K. The position accounts for 0.16% of the portfolio, ranked #67.

Alta Advisers first reported a position in AXP in Q3 2022 and has held it in 16 quarters since. The position peaked at $911K in Q3 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Alta Advisers held 2,102 shares of American Express worth $711K as of Q2 2026.
Alta Advisers left its American Express share count unchanged in Q2 2026.
American Express made up 0.16% of Alta Advisers's portfolio in Q2 2026, its #67 holding.
Alta Advisers first reported a position in American Express in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's American Express position peaked at $911K in Q3 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.