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BridgePort Financial Solutions’s American Express AXP Stock Holding History

BridgePort Financial Solutions’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 		$665K Sell
1,966
-43
-2% -$13.8K 0.17% 111
2026
Q1 		$608K Sell
2,009
-34
-2% -$11.4K 0.17% 109
2025
Q4 		$756K Hold
2,043
– – 0.2% 95
2025
Q3 		$679K Buy
2,043
+19
+0.9% +$6.04K 0.18% 101
2025
Q2 		$645K Hold
2,024
– – 0.21% 94
2025
Q1 		$544K Sell
2,024
-7
-0.3% -$2.07K 0.25% 91
2024
Q4 		$597K Buy
+2,031
New +$584K 0.27% 81

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

BridgePort Financial Solutions's AXP Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its American Express (AXP) stake by 2.1% in Q2 2026, selling an estimated $13.8K and leaving 1,966 shares worth $665K. The position accounts for 0.17% of the portfolio, ranked #111.

BridgePort Financial Solutions first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $756K in Q4 2025. 3,013 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • BridgePort Financial Solutions held 1,966 shares of American Express worth $665K as of Q2 2026.
  • BridgePort Financial Solutions sold 43 American Express shares in Q2 2026, an estimated $13.8K.
  • American Express made up 0.17% of BridgePort Financial Solutions's portfolio in Q2 2026, its #111 holding.
  • BridgePort Financial Solutions first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • BridgePort Financial Solutions's American Express position peaked at $756K in Q4 2025.
  • 3,013 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.