Boston Research & Management’s American Express AXP Stock Holding History

Boston Research & 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	$271K	Hold	800	–	–	0.06%	111
2026 Q1	$241K	Hold	800	–	–	0.06%	105
2025 Q4	$295K	Hold	800	–	–	0.07%	103
2025 Q3	$265K	Hold	800	–	–	0.06%	108
2025 Q2	$255K	Hold	800	–	–	0.06%	105
2025 Q1	$215K	Hold	800	–	–	0.05%	111
2024 Q4	$237K	Hold	800	–	–	0.06%	108
2024 Q3	$216K	Buy	+800	New	+$199K	0.05%	112

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

Boston Research & Management's AXP Position: Q2 2026 in Review

Boston Research & Management held its American Express (AXP) position steady in Q2 2026 at 800 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #111.

Boston Research & Management first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $295K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Boston Research & Management held 800 shares of American Express worth $271K as of Q2 2026.
Boston Research & Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.06% of Boston Research & Management's portfolio in Q2 2026, its #111 holding.
Boston Research & Management first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
Boston Research & Management's American Express position peaked at $295K in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.