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Annis Gardner Whiting Capital Advisors’s American Express AXP Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$506K Buy
1,497
+439
+41% +$141K 0.08% 199
2026
Q1 		$320K Buy
1,058
+44
+4% +$14.8K 0.05% 245
2025
Q4 		$375K Buy
1,014
+205
+25% +$73.4K 0.07% 216
2025
Q3 		$269K Sell
809
-16
-2% -$5.09K 0.06% 242
2025
Q2 		$263K Buy
825
+232
+39% +$65.3K 0.09% 187
2025
Q1 		$160K Sell
593
-19
-3% -$5.62K 0.07% 206
2024
Q4 		$182K Buy
612
+113
+23% +$32.5K 0.05% 211
2024
Q3 		$135K Sell
499
-652
-57% -$162K 0.04% 246
2024
Q2 		$267K Buy
1,151
+27
+2% +$6.25K 0.08% 188
2024
Q1 		$256K Buy
1,124
+655
+140% +$136K 0.09% 163
2023
Q4 		$87.9K Buy
469
+3
+0.6% +$483 0.04% 234
2023
Q3 		$69.5K Buy
+466
New +$76.2K 0.04% 254

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's AXP Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its American Express (AXP) stake by 41% in Q2 2026, buying an estimated $141K and bringing the position to 1,497 shares worth $506K. The position accounts for 0.08% of the portfolio, ranked #199.

Annis Gardner Whiting Capital Advisors first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 1,497 shares of American Express worth $506K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 439 American Express shares in Q2 2026, an estimated $141K.
  • American Express made up 0.08% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #199 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.