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Aviso Financial’s American Express AXP Stock Holding History

Aviso Financial’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 		$141K Buy
417
+390
+1,444% +$125K ﹤0.01% 211
2026
Q1 		$8.17K Hold
27
– – ﹤0.01% 288
2025
Q4 		$9.99K Hold
27
– – ﹤0.01% 282
2025
Q3 		$8.97K Hold
27
– – ﹤0.01% 293
2025
Q2 		$8.61K Hold
27
– – ﹤0.01% 290
2025
Q1 		$7.26K Hold
27
– – ﹤0.01% 300
2024
Q4 		$8.01K Sell
27
-189
-88% -$54.3K ﹤0.01% 310
2024
Q3 		$58.6K Buy
216
+85
+65% +$21.2K ﹤0.01% 259
2024
Q2 		$30.3K Buy
+131
New +$30.3K ﹤0.01% 264

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

Aviso Financial's AXP Position: Q2 2026 in Review

Aviso Financial increased its American Express (AXP) stake by 1,444% in Q2 2026, buying an estimated $125K and bringing the position to 417 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Aviso Financial first reported a position in AXP in Q2 2024 and has held it in 9 quarters since. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Aviso Financial held 417 shares of American Express worth $141K as of Q2 2026.
  • Aviso Financial bought 390 American Express shares in Q2 2026, an estimated $125K.
  • American Express made up ﹤0.01% of Aviso Financial's portfolio in Q2 2026, its #211 holding.
  • Aviso Financial first reported a position in American Express in Q2 2024 and has held it in 9 quarters since.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.