AFM
AXP icon

Aspetuck Financial Management’s American Express AXP Stock Holding History

Aspetuck Financial Management’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 		$360K Buy
1,065
+35
+3% +$11.2K 0.21% 66
2026
Q1 		$312K Hold
1,030
– – 0.21% 68
2025
Q4 		$381K Hold
1,030
– – 0.26% 62
2025
Q3 		$342K Sell
1,030
-65
-6% -$20.7K 0.23% 63
2025
Q2 		$349K Buy
1,095
+10
+0.9% +$2.81K 0.26% 59
2025
Q1 		$292K Hold
1,085
– – 0.25% 61
2024
Q4 		$322K Buy
+1,085
New +$312K 0.25% 59

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

Aspetuck Financial Management's AXP Position: Q2 2026 in Review

Aspetuck Financial Management increased its American Express (AXP) stake by 3.4% in Q2 2026, buying an estimated $11.2K and bringing the position to 1,065 shares worth $360K. The position accounts for 0.21% of the portfolio, ranked #66.

Aspetuck Financial Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $381K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Aspetuck Financial Management held 1,065 shares of American Express worth $360K as of Q2 2026.
  • Aspetuck Financial Management bought 35 American Express shares in Q2 2026, an estimated $11.2K.
  • American Express made up 0.21% of Aspetuck Financial Management's portfolio in Q2 2026, its #66 holding.
  • Aspetuck Financial Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Aspetuck Financial Management's American Express position peaked at $381K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.