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AssuredPartners Investment Advisors’s American Express AXP Stock Holding History

AssuredPartners Investment 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 		$5.53M Buy
16,362
+273
+2% +$87.4K 0.54% 46
2026
Q1 		$4.92M Buy
16,089
+721
+5% +$242K 0.54% 46
2025
Q4 		$5.69M Buy
15,368
+193
+1% +$69.1K 0.85% 27
2025
Q3 		$5.04M Buy
15,175
+461
+3% +$147K 1.12% 27
2025
Q2 		$4.69M Sell
14,714
-143
-1% -$40.2K 1.15% 26
2025
Q1 		$4M Buy
14,857
+799
+6% +$236K 0.77% 29
2024
Q4 		$4.17M Buy
+14,058
New +$4.04M 0.81% 28

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

AssuredPartners Investment Advisors's AXP Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its American Express (AXP) stake by 1.7% in Q2 2026, buying an estimated $87.4K and bringing the position to 16,362 shares worth $5.53M. The position accounts for 0.54% of the portfolio, ranked #46.

AssuredPartners Investment Advisors first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.69M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • AssuredPartners Investment Advisors held 16,362 shares of American Express worth $5.53M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 273 American Express shares in Q2 2026, an estimated $87.4K.
  • American Express made up 0.54% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • AssuredPartners Investment Advisors first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • AssuredPartners Investment Advisors's American Express position peaked at $5.69M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.