Berbice Capital Management’s American Express AXP Stock Holding History

Berbice Capital Management’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	$4.74K	Sell	14 -1,150	-99%	-$368K	﹤0.01%	86
2026 Q1	$352K	Hold	1,164	–	–	0.23%	39
2025 Q4	$431K	Hold	1,164	–	–	0.26%	37
2025 Q3	$387K	Hold	1,164	–	–	0.24%	38
2025 Q2	$371K	Hold	1,164	–	–	0.26%	40
2025 Q1	$313K	Buy	1,164 +14	+1%	+$4.14K	0.27%	37
2024 Q4	$341K	Buy	+1,150	New	+$330K	0.27%	37

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

Berbice Capital Management's AXP Position: Q2 2026 in Review

Berbice Capital Management reduced its American Express (AXP) stake by 99% in Q2 2026, selling an estimated $368K and leaving 14 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #86.

Berbice Capital Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $431K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Berbice Capital Management held 14 shares of American Express worth $4.74K as of Q2 2026.
Berbice Capital Management sold 1,150 American Express shares in Q2 2026, an estimated $368K.
American Express made up ﹤0.01% of Berbice Capital Management's portfolio in Q2 2026, its #86 holding.
Berbice Capital Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Berbice Capital Management's American Express position peaked at $431K in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.