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AlTi Global’s American Express AXP Stock Holding History

AlTi Global’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 		$1.7M Sell
5,035
-89
-2% -$28.5K 0.04% 198
2026
Q1 		$1.55M Sell
5,124
-4,440
-46% -$1.49M 0.03% 183
2025
Q4 		$3.54M Sell
9,564
-12,793
-57% -$4.58M 0.08% 119
2025
Q3 		$7.43M Sell
22,357
-5,068
-18% -$1.61M 0.17% 75
2025
Q2 		$8.78M Buy
27,425
+19,538
+248% +$5.5M 0.22% 62
2025
Q1 		$2.12M Sell
7,887
-682
-8% -$202K 0.06% 138
2024
Q4 		$2.62M Buy
8,569
+133
+2% +$38.2K 0.06% 126
2024
Q3 		$2.29M Sell
8,436
-988
-10% -$246K 0.06% 143
2024
Q2 		$2.18M Buy
9,424
+6,005
+176% +$1.39M 0.06% 140
2024
Q1 		$779K Buy
3,419
+2,059
+151% +$427K 0.02% 215
2023
Q4 		$255K Buy
+1,360
New +$219K 0.01% 309

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

AlTi Global's AXP Position: Q2 2026 in Review

AlTi Global reduced its American Express (AXP) stake by 1.7% in Q2 2026, selling an estimated $28.5K and leaving 5,035 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #198.

AlTi Global first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.78M in Q2 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • AlTi Global held 5,035 shares of American Express worth $1.7M as of Q2 2026.
  • AlTi Global sold 89 American Express shares in Q2 2026, an estimated $28.5K.
  • American Express made up 0.04% of AlTi Global's portfolio in Q2 2026, its #198 holding.
  • AlTi Global first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's American Express position peaked at $8.78M in Q2 2025.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.