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Bare Financial Services’s American Express AXP Stock Holding History

Bare Financial Services’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 		$29.4K Buy
87
+36
+71% +$11.5K 0.01% 153
2026
Q1 		$15.4K Buy
51
+4
+9% +$1.34K ﹤0.01% 175
2025
Q4 		$17.4K Sell
47
-2
-4% -$716 ﹤0.01% 139
2025
Q3 		$16.3K Buy
49
+12
+32% +$3.82K ﹤0.01% 142
2025
Q2 		$11.8K Buy
37
+30
+429% +$8.44K ﹤0.01% 154
2025
Q1 		$1.88K Buy
+7
New +$2.07K ﹤0.01% 290

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

Bare Financial Services's AXP Position: Q2 2026 in Review

Bare Financial Services increased its American Express (AXP) stake by 71% in Q2 2026, buying an estimated $11.5K and bringing the position to 87 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #153.

Bare Financial Services first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Bare Financial Services held 87 shares of American Express worth $29.4K as of Q2 2026.
  • Bare Financial Services bought 36 American Express shares in Q2 2026, an estimated $11.5K.
  • American Express made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #153 holding.
  • Bare Financial Services first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.