Blalock Williams’s American Express AXP Stock Holding History

Blalock Williams’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	$770K	Buy	2,275 +61	+3%	+$19.5K	0.5%	54
2026 Q1	$670K	Buy	2,214 +1,615	+270%	+$541K	0.52%	53
2025 Q4	$222K	Buy	+599	New	+$214K	0.18%	122

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 $3.38T AUM 44.17% 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

Blalock Williams's AXP Position: Q2 2026 in Review

Blalock Williams increased its American Express (AXP) stake by 2.8% in Q2 2026, buying an estimated $19.5K and bringing the position to 2,275 shares worth $770K. The position accounts for 0.5% of the portfolio, ranked #54.

Blalock Williams first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Blalock Williams held 2,275 shares of American Express worth $770K as of Q2 2026.
Blalock Williams bought 61 American Express shares in Q2 2026, an estimated $19.5K.
American Express made up 0.5% of Blalock Williams's portfolio in Q2 2026, its #54 holding.
Blalock Williams first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.