American Trust’s American Express AXP Stock Holding History

American Trust’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	$333K	Buy	985 +310	+46%	+$99.3K	0.03%	230
2026 Q1	$204K	Buy	+675	New	+$226K	0.02%	296
2025 Q3	–	Sell	-1,024	Closed	-$327K	–	332
2025 Q2	$327K	Buy	+1,024	New	+$288K	0.03%	210
2025 Q1	–	Sell	-4,295	Closed	-$1.27M	–	137
2024 Q4	$1.27M	Sell	4,295 -437	-9%	-$126K	0.1%	109
2024 Q3	$1.28M	Sell	4,732 -2,311	-33%	-$575K	0.11%	89
2024 Q2	$1.63M	Sell	7,043 -2,076	-23%	-$481K	0.13%	83
2024 Q1	$2.08M	Buy	9,119 +183	+2%	+$37.9K	0.17%	79
2023 Q4	$1.67M	Sell	8,936 -234	-3%	-$37.7K	0.12%	86
2023 Q3	$1.37M	Sell	9,170 -5,856	-39%	-$958K	0.11%	89
2023 Q2	$2.62M	Buy	15,026 +1,114	+8%	+$180K	0.18%	95
2023 Q1	$2.29M	Buy	13,912 +3,666	+36%	+$608K	0.16%	98
2022 Q4	$1.51M	Sell	10,246 -991	-9%	-$147K	0.14%	108
2022 Q3	$1.52M	Sell	11,237 -412	-4%	-$62.4K	0.13%	110
2022 Q2	$1.61M	Sell	11,649 -2,370	-17%	-$391K	0.13%	107
2022 Q1	$2.62M	Buy	14,019 +9,791	+232%	+$1.77M	0.18%	90
2021 Q4	$692K	Buy	+4,228	New	+$721K	0.05%	133

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

American Trust's AXP Position: Q2 2026 in Review

American Trust increased its American Express (AXP) stake by 46% in Q2 2026, buying an estimated $99.3K and bringing the position to 985 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #230.

American Trust first reported a position in AXP in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.62M in Q1 2022. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

American Trust held 985 shares of American Express worth $333K as of Q2 2026.
American Trust bought 310 American Express shares in Q2 2026, an estimated $99.3K.
American Express made up 0.03% of American Trust's portfolio in Q2 2026, its #230 holding.
American Trust first reported a position in American Express in Q4 2021 and has held it in 16 quarters since.
American Trust's American Express position peaked at $2.62M in Q1 2022.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.