Bank of Montreal’s American Express AXP Stock Holding History

Bank of Montreal’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
2025 Q1	–	Sell	-4,800	Closed	-$1.42M	–	3490
2024 Q4	$1.42M	Buy	+4,800	New	+$1.38M	﹤0.01%	1701
2021 Q2	–	Sell	-200,000	Closed	-$29.4M	–	3744
2021 Q1	$29.4M	Sell	200,000 -216,000	-52%	-$28.5M	0.02%	556
2020 Q4	$50.4M	Buy	+416,000	New	+$46.1M	0.03%	422
2019 Q2	–	Sell	-60,000	Closed	-$6.56M	–	4851
2019 Q1	$6.56M	Buy	+60,000	New	+$6.31M	0.01%	1019
2014 Q2	–	Sell	-25	Closed	-$2K	–	4665
2014 Q1	$2K	Buy	+25	New	+$2.23K	﹤0.01%	3887

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Bank of Montreal's AXP Position: Q2 2026 in Review

Bank of Montreal increased its American Express (AXP) stake by 12% in Q2 2026, buying an estimated $35M and bringing the position to 1,051,681 shares worth $356M. The position accounts for 0.12% of the portfolio, ranked #142.

Bank of Montreal first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $372M in Q2 2019. 3,017 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Bank of Montreal held 1,051,681 shares of American Express worth $356M as of Q2 2026.
Bank of Montreal bought 109,200 American Express shares in Q2 2026, an estimated $35M.
American Express made up 0.12% of Bank of Montreal's portfolio in Q2 2026, its #142 holding.
Bank of Montreal first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's American Express position peaked at $372M in Q2 2019.
3,017 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.