Beaton Management Company’s American Express AXP Stock Holding History

Beaton Management Company’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	$1.38M	Hold	4,071	–	–	0.56%	51
2026 Q1	$1.23M	Buy	+4,071	New	+$1.36M	0.55%	53
2021 Q4	–	Sell	-4,456	Closed	-$747K	–	144
2021 Q3	$747K	Sell	4,456 -2,747	-38%	-$459K	0.49%	60
2021 Q2	$969K	Buy	7,203 +2,747	+62%	+$430K	0.62%	52
2021 Q1	$630K	Hold	4,456	–	–	0.44%	67
2020 Q4	$539K	Sell	4,456 -2,897	-39%	-$321K	0.4%	69
2020 Q3	$685K	Hold	7,353	–	–	0.57%	58
2020 Q2	$656K	Buy	7,353 +2,797	+61%	+$258K	0.58%	57
2020 Q1	$390K	Hold	4,556	–	–	0.39%	72
2019 Q4	$567K	Sell	4,556 -100	-2%	-$12K	0.44%	66
2019 Q3	$551K	Sell	4,656 -2,971	-39%	-$364K	0.45%	67
2019 Q2	$836K	Buy	7,627 +2,971	+64%	+$349K	0.69%	48
2019 Q1	$509K	Sell	4,656 -2,971	-39%	-$312K	0.44%	68
2018 Q4	$666K	Buy	7,627 +2,971	+64%	+$311K	0.65%	51
2018 Q3	$496K	Hold	4,656	–	–	0.41%	71
2018 Q2	$456K	Hold	4,656	–	–	0.41%	68
2018 Q1	$434K	Hold	4,656	–	–	0.4%	72
2017 Q4	$462K	Hold	4,656	–	–	0.42%	68
2017 Q3	$421K	Hold	4,656	–	–	0.4%	70
2017 Q2	$392K	Buy	+4,656	New	+$368K	0.39%	73

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 $3.37T AUM 44.26% 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

Beaton Management Company's AXP Position: Q2 2026 in Review

Beaton Management Company held its American Express (AXP) position steady in Q2 2026 at 4,071 shares worth $1.38M. The position accounts for 0.56% of the portfolio, ranked #51.

Beaton Management Company first reported a position in AXP in Q2 2017 and has held it in 20 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Beaton Management Company held 4,071 shares of American Express worth $1.38M as of Q2 2026.
Beaton Management Company left its American Express share count unchanged in Q2 2026.
American Express made up 0.56% of Beaton Management Company's portfolio in Q2 2026, its #51 holding.
Beaton Management Company first reported a position in American Express in Q2 2017 and has held it in 20 quarters since.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.