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Bell Investment Advisors’s American Express AXP Stock Holding History

Bell Investment Advisors’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 		$152K Buy
449
+48
+12% +$15.4K 0.02% 148
2026
Q1 		$121K Sell
401
-22
-5% -$7.38K 0.02% 157
2025
Q4 		$156K Buy
423
+18
+4% +$6.44K 0.02% 138
2025
Q3 		$135K Buy
405
+10
+3% +$3.18K 0.02% 139
2025
Q2 		$126K Buy
395
+18
+5% +$5.07K 0.02% 146
2025
Q1 		$101K Buy
377
+4
+1% +$1.18K 0.02% 143
2024
Q4 		$111K Buy
373
+4
+1% +$1.15K 0.02% 141
2024
Q3 		$100K Hold
369
– – 0.02% 147
2024
Q2 		$85.4K Buy
369
+10
+3% +$2.32K 0.02% 159
2024
Q1 		$81.7K Hold
359
– – 0.02% 156
2023
Q4 		$67.3K Buy
359
+123
+52% +$19.8K 0.01% 168
2023
Q3 		$35.2K Sell
236
-81
-26% -$13.2K 0.01% 217
2023
Q2 		$55.2K Buy
317
+8
+3% +$1.29K 0.01% 155
2023
Q1 		$51K Buy
309
+40
+15% +$6.64K 0.01% 160
2022
Q4 		$39.7K Buy
269
+23
+9% +$3.41K 0.01% 192
2022
Q3 		$33K Buy
246
+35
+17% +$5.3K 0.01% 184
2022
Q2 		$29K Buy
+211
New +$34.9K 0.01% 201
2021
Q4 		$24K Sell
144
-61
-30% -$10.4K 0.01% 272
2021
Q3 		$34K Buy
+205
New +$34.3K 0.01% 191

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

Bell Investment Advisors's AXP Position: Q2 2026 in Review

Bell Investment Advisors increased its American Express (AXP) stake by 12% in Q2 2026, buying an estimated $15.4K and bringing the position to 449 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #148.

Bell Investment Advisors first reported a position in AXP in Q3 2021 and has held it in 19 quarters since. The position peaked at $156K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Bell Investment Advisors held 449 shares of American Express worth $152K as of Q2 2026.
  • Bell Investment Advisors bought 48 American Express shares in Q2 2026, an estimated $15.4K.
  • American Express made up 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #148 holding.
  • Bell Investment Advisors first reported a position in American Express in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's American Express position peaked at $156K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.