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Bleakley Financial Group’s American Express AXP Stock Holding History

Bleakley Financial Group’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 		$6.61M Buy
19,531
+381
+2% +$122K 0.08% 193
2026
Q1 		$5.79M Sell
19,150
-2,796
-13% -$937K 0.09% 188
2025
Q4 		$8.12M Buy
21,946
+6,274
+40% +$2.25M 0.14% 117
2025
Q3 		$5.21M Sell
15,672
-119
-0.8% -$37.9K 0.12% 150
2025
Q2 		$5.04M Buy
15,791
+3,321
+27% +$935K 0.13% 152
2025
Q1 		$3.36M Buy
12,470
+229
+2% +$67.7K 0.11% 176
2024
Q4 		$3.63M Sell
12,241
-168
-1% -$48.3K 0.11% 158
2024
Q3 		$3.37M Buy
12,409
+297
+2% +$74K 0.1% 170
2024
Q2 		$2.8M Sell
12,112
-775
-6% -$179K 0.08% 228
2024
Q1 		$2.93M Buy
12,887
+525
+4% +$109K 0.08% 225
2023
Q4 		$2.32M Sell
12,362
-205
-2% -$33K 0.07% 253
2023
Q3 		$1.87M Sell
12,567
-1,213
-9% -$198K 0.07% 273
2023
Q2 		$2.4M Sell
13,780
-429
-3% -$69.2K 0.07% 226
2023
Q1 		$2.34M Buy
14,209
+843
+6% +$140K 0.08% 221
2022
Q4 		$1.97M Buy
+13,366
New +$1.98M 0.07% 246

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 $3.38T AUM 44.17% 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

Bleakley Financial Group's AXP Position: Q2 2026 in Review

Bleakley Financial Group increased its American Express (AXP) stake by 2% in Q2 2026, buying an estimated $122K and bringing the position to 19,531 shares worth $6.61M. The position accounts for 0.08% of the portfolio, ranked #193.

Bleakley Financial Group first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.12M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Bleakley Financial Group held 19,531 shares of American Express worth $6.61M as of Q2 2026.
  • Bleakley Financial Group bought 381 American Express shares in Q2 2026, an estimated $122K.
  • American Express made up 0.08% of Bleakley Financial Group's portfolio in Q2 2026, its #193 holding.
  • Bleakley Financial Group first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's American Express position peaked at $8.12M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.