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Bellecapital’s American Express AXP Stock Holding History

Bellecapital’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 		$265K Hold
783
– – 0.04% 88
2026
Q1 		$237K Hold
783
– – 0.04% 106
2025
Q4 		$290K Hold
783
– – 0.05% 91
2025
Q3 		$260K Hold
783
– – 0.04% 105
2025
Q2 		$250K Hold
783
– – 0.04% 110
2025
Q1 		$211K Hold
783
– – 0.04% 120
2024
Q4 		$232K Hold
783
– – 0.04% 130
2024
Q3 		$212K Buy
+783
New +$195K 0.04% 143
2020
Q2 		– Sell
-2,440
Closed -$209K – 156
2020
Q1 		$209K Buy
2,440
+323
+15% +$37.6K 0.13% 134
2019
Q4 		$264K Buy
+2,117
New +$253K 0.14% 117

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

Bellecapital's AXP Position: Q2 2026 in Review

Bellecapital held its American Express (AXP) position steady in Q2 2026 at 783 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #88.

Bellecapital first reported a position in AXP in Q4 2019 and has held it in 10 quarters since. The position peaked at $290K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Bellecapital held 783 shares of American Express worth $265K as of Q2 2026.
  • Bellecapital left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.04% of Bellecapital's portfolio in Q2 2026, its #88 holding.
  • Bellecapital first reported a position in American Express in Q4 2019 and has held it in 10 quarters since.
  • Bellecapital's American Express position peaked at $290K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.