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Astoria Portfolio Advisors’s American Express AXP Stock Holding History

Astoria Portfolio 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 		$390K Sell
1,153
-4
-0.3% -$1.28K 0.07% 227
2026
Q1 		$369K Sell
1,157
-94
-8% -$31.5K 0.08% 193
2025
Q4 		$402K Sell
1,251
-895
-42% -$320K 0.09% 171
2025
Q3 		$695K Sell
2,146
-16
-0.7% -$5.09K 0.18% 100
2025
Q2 		$667K Buy
2,162
+58
+3% +$16.3K 0.19% 102
2025
Q1 		$547K Buy
2,104
+28
+1% +$8.28K 0.19% 106
2024
Q4 		$624K Buy
2,076
+58
+3% +$16.7K 0.22% 91
2024
Q3 		$557K Buy
2,018
+331
+20% +$82.4K 0.19% 92
2024
Q2 		$391K Buy
1,687
+62
+4% +$14.4K 0.14% 106
2024
Q1 		$355K Buy
1,625
+96
+6% +$19.9K 0.14% 108
2023
Q4 		$315K Sell
1,529
-931
-38% -$150K 0.13% 116
2023
Q3 		$353K Sell
2,460
-152
-6% -$24.9K 0.17% 109
2023
Q2 		$455K Buy
2,612
+345
+15% +$55.7K 0.18% 105
2023
Q1 		$369K Buy
2,267
+303
+15% +$50.3K 0.16% 118
2022
Q4 		$298K Buy
1,964
+125
+7% +$18.5K 0.14% 146
2022
Q3 		$248K Buy
1,839
+106
+6% +$16K 0.17% 132
2022
Q2 		$240K Buy
1,733
+368
+27% +$60.8K 0.18% 136
2022
Q1 		$255K Buy
+1,365
New +$247K 0.2% 99

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

Astoria Portfolio Advisors's AXP Position: Q2 2026 in Review

Astoria Portfolio Advisors reduced its American Express (AXP) stake by 0.35% in Q2 2026, selling an estimated $1.28K and leaving 1,153 shares worth $390K. The position accounts for 0.07% of the portfolio, ranked #227.

Astoria Portfolio Advisors first reported a position in AXP in Q1 2022 and has held it in 18 quarters since. The position peaked at $695K in Q3 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Astoria Portfolio Advisors held 1,153 shares of American Express worth $390K as of Q2 2026.
  • Astoria Portfolio Advisors sold 4 American Express shares in Q2 2026, an estimated $1.28K.
  • American Express made up 0.07% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #227 holding.
  • Astoria Portfolio Advisors first reported a position in American Express in Q1 2022 and has held it in 18 quarters since.
  • Astoria Portfolio Advisors's American Express position peaked at $695K in Q3 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.