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Bruce G. Allen Investments’s American Express AXP Stock Holding History

Bruce G. Allen Investments’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 		$138K Sell
408
-7
-2% -$2.24K 0.09% 112
2026
Q1 		$126K Sell
415
-21
-5% -$7.04K 0.08% 125
2025
Q4 		$161K Sell
436
-19
-4% -$6.8K 0.11% 97
2025
Q3 		$151K Sell
455
-182
-29% -$57.9K 0.11% 103
2025
Q2 		$203K Buy
637
+58
+10% +$16.3K 0.15% 72
2025
Q1 		$156K Sell
579
-43
-7% -$12.7K 0.12% 94
2024
Q4 		$185K Sell
622
-9
-1% -$2.59K 0.15% 81
2024
Q3 		$171K Buy
631
+7
+1% +$1.74K 0.13% 97
2024
Q2 		$144K Sell
624
-37
-6% -$8.57K 0.12% 104
2024
Q1 		$151K Sell
661
-35
-5% -$7.26K 0.12% 101
2023
Q4 		$130K Buy
+696
New +$112K 0.12% 110

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

Bruce G. Allen Investments's AXP Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its American Express (AXP) stake by 1.7% in Q2 2026, selling an estimated $2.24K and leaving 408 shares worth $138K. The position accounts for 0.09% of the portfolio, ranked #112.

Bruce G. Allen Investments first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $203K in Q2 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Bruce G. Allen Investments held 408 shares of American Express worth $138K as of Q2 2026.
  • Bruce G. Allen Investments sold 7 American Express shares in Q2 2026, an estimated $2.24K.
  • American Express made up 0.09% of Bruce G. Allen Investments's portfolio in Q2 2026, its #112 holding.
  • Bruce G. Allen Investments first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's American Express position peaked at $203K in Q2 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.