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Bridgewater Advisors’s American Express AXP Stock Holding History

Bridgewater Advisors’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 		$4.78M Buy
13,884
+5,658
+69% +$1.81M 0.26% 52
2026
Q1 		$2.54M Sell
8,226
-341
-4% -$114K 0.15% 72
2025
Q4 		$3.08M Buy
8,567
+73
+0.9% +$26.1K 0.2% 65
2025
Q3 		$3.11M Buy
8,494
+262
+3% +$83.3K 0.22% 64
2025
Q2 		$2.54M Buy
8,232
+50
+0.6% +$14.1K 0.19% 65
2025
Q1 		$2.18M Buy
+8,182
New +$2.42M 0.19% 68
2022
Q3 		– Sell
-6,890
Closed -$955K – 135
2022
Q2 		$955K Buy
6,890
+5
+0.1% +$826 0.2% 87
2022
Q1 		$1.29M Buy
6,885
+39
+0.6% +$7.04K 0.31% 70
2021
Q4 		$1.12M Sell
6,846
-94
-1% -$16K 0.25% 86
2021
Q3 		$1.16M Hold
6,940
– – 0.32% 73
2021
Q2 		$1.15M Buy
6,940
+1,170
+20% +$183K 0.36% 75
2021
Q1 		$879K Buy
+5,770
New +$762K 0.45% 60

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

Bridgewater Advisors's AXP Position: Q2 2026 in Review

Bridgewater Advisors increased its American Express (AXP) stake by 69% in Q2 2026, buying an estimated $1.81M and bringing the position to 13,884 shares worth $4.78M. The position accounts for 0.26% of the portfolio, ranked #52.

Bridgewater Advisors first reported a position in AXP in Q1 2021 and has held it in 12 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Bridgewater Advisors held 13,884 shares of American Express worth $4.78M as of Q2 2026.
  • Bridgewater Advisors bought 5,658 American Express shares in Q2 2026, an estimated $1.81M.
  • American Express made up 0.26% of Bridgewater Advisors's portfolio in Q2 2026, its #52 holding.
  • Bridgewater Advisors first reported a position in American Express in Q1 2021 and has held it in 12 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.