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Boreal Capital Management’s American Express AXP Stock Holding History

Boreal 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 		$96.7K Hold
286
– – 0.07% 147
2026
Q1 		$86.5K Sell
286
-50
-15% -$16.8K 0.07% 157
2025
Q4 		$124K Buy
336
+20
+6% +$7.16K 0.09% 148
2025
Q3 		$105K Buy
316
+67
+27% +$21.3K 0.08% 165
2025
Q2 		$79.4K Buy
+249
New +$70.1K 0.07% 183

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

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

Boreal Capital Management held its American Express (AXP) position steady in Q2 2026 at 286 shares worth $96.7K. The position accounts for 0.07% of the portfolio, ranked #147.

Boreal Capital Management first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $124K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Boreal Capital Management held 286 shares of American Express worth $96.7K as of Q2 2026.
  • Boreal Capital Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.07% of Boreal Capital Management's portfolio in Q2 2026, its #147 holding.
  • Boreal Capital Management first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's American Express position peaked at $124K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.