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Aull & Monroe Investment Management’s American Express AXP Stock Holding History

Aull & Monroe Investment 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 		$203K Buy
+600
New +$192K 0.08% 126
2026
Q1 		– Sell
-600
Closed -$222K – 126
2025
Q4 		$222K Buy
+600
New +$215K 0.11% 115

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

Aull & Monroe Investment Management's AXP Position: Q2 2026 in Review

Aull & Monroe Investment Management opened a new position in American Express (AXP) in Q2 2026: 600 shares worth $203K. The stake represents 0.08% of the portfolio and ranks #126 among its holdings. This is a return to the name: Aull & Monroe Investment Management previously reported a position in AXP as recently as Q4 2025.

Aull & Monroe Investment Management first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $222K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Aull & Monroe Investment Management held 600 shares of American Express worth $203K as of Q2 2026.
  • American Express was a new Aull & Monroe Investment Management position in Q2 2026.
  • American Express made up 0.08% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #126 holding.
  • Aull & Monroe Investment Management first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Aull & Monroe Investment Management's American Express position peaked at $222K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.