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Aptus Capital Advisors’s American Express AXP Stock Holding History

Aptus 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
2023
Q3 		– Sell
-330,000
Closed -$57.5M – 903
2023
Q2 		$57.5M Buy
+330,000
New +$53.2M 1.38% 17
2019
Q3 		– Sell
-1,100
Closed -$586K – 473
2019
Q2 		$586K Buy
1,100
+422
+62% +$49.6K 0.08% 197
2019
Q1 		$444K Buy
678
+202
+42% +$21.2K 0.08% 213
2018
Q4 		$268K Buy
+476
New +$49.8K 0.07% 114

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

Aptus Capital Advisors's AXP Position: Q2 2026 in Review

Aptus Capital Advisors reduced its American Express (AXP) stake by 33% in Q2 2026, selling an estimated $4.7M and leaving 30,305 shares worth $10.3M. The position accounts for 0.07% of the portfolio, ranked #226.

Aptus Capital Advisors first reported a position in AXP in Q1 2019 and has held it in 27 quarters since. The position peaked at $17.5M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Aptus Capital Advisors held 30,305 shares of American Express worth $10.3M as of Q2 2026.
  • Aptus Capital Advisors sold 14,667 American Express shares in Q2 2026, an estimated $4.7M.
  • American Express made up 0.07% of Aptus Capital Advisors's portfolio in Q2 2026, its #226 holding.
  • Aptus Capital Advisors first reported a position in American Express in Q1 2019 and has held it in 27 quarters since.
  • Aptus Capital Advisors's American Express position peaked at $17.5M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.