Border to Coast Pensions Partnership’s American Express AXP Stock Holding History

Border to Coast Pensions Partnership’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	$51.7M	Hold	152,856	–	–	0.76%	41
2026 Q1	$46.4M	Hold	152,856	–	–	0.78%	43
2025 Q4	$56.7M	Hold	152,856	–	–	0.99%	33
2025 Q3	$50.8M	Sell	152,856 -28,898	-16%	-$9.19M	0.88%	36
2025 Q2	$58M	Hold	181,754	–	–	1.06%	29
2025 Q1	$48.9M	Hold	181,754	–	–	1%	33
2024 Q4	$53.9M	Hold	181,754	–	–	1.06%	26
2024 Q3	$49.1M	Sell	181,754 -16,099	-8%	-$4.01M	1%	32
2024 Q2	$45.8M	Sell	197,853 -7,046	-3%	-$1.63M	1.08%	32
2024 Q1	$46.6M	Hold	204,899	–	–	1.04%	29
2023 Q4	$38.4M	Hold	204,899	–	–	0.94%	45
2023 Q3	$30.8M	Hold	204,899	–	–	0.82%	50
2023 Q2	$35.7M	Hold	204,899	–	–	0.9%	40
2023 Q1	$33.8M	Buy	204,899 +34,443	+20%	+$5.71M	0.91%	43
2022 Q4	$25.2M	Hold	170,456	–	–	0.81%	54
2022 Q3	$23M	Hold	170,456	–	–	0.74%	51
2022 Q2	$23.7M	Buy	170,456 +22,447	+15%	+$3.71M	0.73%	55
2022 Q1	$27.6M	Buy	148,009 +176	+0.1%	+$31.8K	0.79%	51
2021 Q4	$24.2M	Hold	147,833	–	–	0.81%	46
2021 Q3	$24.1M	Hold	147,833	–	–	0.82%	46
2021 Q2	$24.6M	Buy	+147,833	New	+$23.2M	0.86%	40

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

Border to Coast Pensions Partnership's AXP Position: Q2 2026 in Review

Border to Coast Pensions Partnership held its American Express (AXP) position steady in Q2 2026 at 152,856 shares worth $51.7M. The position accounts for 0.76% of the portfolio, ranked #41.

Border to Coast Pensions Partnership first reported a position in AXP in Q2 2021 and has held it in 21 quarters since. The position peaked at $58M in Q2 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Border to Coast Pensions Partnership held 152,856 shares of American Express worth $51.7M as of Q2 2026.
Border to Coast Pensions Partnership left its American Express share count unchanged in Q2 2026.
American Express made up 0.76% of Border to Coast Pensions Partnership's portfolio in Q2 2026, its #41 holding.
Border to Coast Pensions Partnership first reported a position in American Express in Q2 2021 and has held it in 21 quarters since.
Border to Coast Pensions Partnership's American Express position peaked at $58M in Q2 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q2 2026, filed 27 Jul 2026.