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Benjamin Edwards Inc’s American Express AXP Stock Holding History

Benjamin Edwards Inc’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 		$11M Buy
32,451
+809
+3% +$259K 0.1% 215
2026
Q1 		$9.57M Buy
31,642
+2,942
+10% +$986K 0.1% 217
2025
Q4 		$10.6M Sell
28,700
-1,134
-4% -$406K 0.12% 184
2025
Q3 		$9.91M Buy
29,834
+668
+2% +$212K 0.11% 185
2025
Q2 		$9.3M Buy
29,166
+325
+1% +$91.5K 0.12% 180
2025
Q1 		$7.76M Sell
28,841
-10,303
-26% -$3.05M 0.11% 191
2024
Q4 		$11.6M Buy
39,144
+1,495
+4% +$430K 0.17% 144
2024
Q3 		$10.2M Buy
37,649
+28,817
+326% +$7.18M 0.15% 161
2024
Q2 		$2.04M Sell
8,832
-1,260
-12% -$292K 0.39% 66
2024
Q1 		$2.3M Buy
10,092
+2,430
+32% +$504K 0.46% 58
2023
Q4 		$1.44M Buy
7,662
+6,794
+783% +$1.09M 0.31% 93
2023
Q3 		$130K Buy
868
+30
+4% +$4.91K 0.03% 352
2023
Q2 		$146K Sell
838
-659
-44% -$106K 0.03% 325
2023
Q1 		$247K Sell
1,497
-278
-16% -$46.1K 0.06% 244
2022
Q4 		$262K Buy
1,775
+232
+15% +$34.4K 0.07% 235
2022
Q3 		$208K Buy
1,543
+337
+28% +$51K 0.06% 249
2022
Q2 		$167K Buy
1,206
+131
+12% +$21.6K 0.05% 272
2022
Q1 		$201K Buy
1,075
+44
+4% +$7.95K 0.06% 280
2021
Q4 		$169K Buy
1,031
+332
+47% +$56.6K 0.05% 281
2021
Q3 		$117K Buy
699
+69
+11% +$11.5K 0.07% 218
2021
Q2 		$104K Buy
630
+30
+5% +$4.7K 0.07% 213
2021
Q1 		$85K Buy
600
+81
+16% +$10.7K 0.06% 214
2020
Q4 		$63K Buy
519
+59
+13% +$6.53K 0.05% 229
2020
Q3 		$46K Buy
460
+437
+1,900% +$43K 0.04% 228
2020
Q2 		$2K Hold
23
– – ﹤0.01% 359
2020
Q1 		$2K Buy
+23
New +$2.68K ﹤0.01% 350

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

Benjamin Edwards Inc's AXP Position: Q2 2026 in Review

Benjamin Edwards Inc increased its American Express (AXP) stake by 2.6% in Q2 2026, buying an estimated $259K and bringing the position to 32,451 shares worth $11M. The position accounts for 0.1% of the portfolio, ranked #215.

Benjamin Edwards Inc first reported a position in AXP in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.6M in Q4 2024. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Benjamin Edwards Inc held 32,451 shares of American Express worth $11M as of Q2 2026.
  • Benjamin Edwards Inc bought 809 American Express shares in Q2 2026, an estimated $259K.
  • American Express made up 0.1% of Benjamin Edwards Inc's portfolio in Q2 2026, its #215 holding.
  • Benjamin Edwards Inc first reported a position in American Express in Q1 2020 and has held it in 26 quarters since.
  • Benjamin Edwards Inc's American Express position peaked at $11.6M in Q4 2024.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.