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Bull Street Advisors’s American Express AXP Stock Holding History

Bull Street 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 		$3.61M Hold
10,673
– – 1.65% 21
2026
Q1 		$3.23M Sell
10,673
-155
-1% -$52K 1.6% 22
2025
Q4 		$4.01M Sell
10,828
-602
-5% -$215K 1.86% 18
2025
Q3 		$3.8M Hold
11,430
– – 1.77% 19
2025
Q2 		$3.65M Sell
11,430
-50
-0.4% -$14.1K 1.75% 20
2025
Q1 		$3.09M Sell
11,480
-70
-0.6% -$20.7K 1.48% 22
2024
Q4 		$3.43M Hold
11,550
– – 1.65% 21
2024
Q3 		$3.13M Sell
11,550
-25
-0.2% -$6.22K 1.45% 26
2024
Q2 		$2.68M Sell
11,575
-97
-0.8% -$22.5K 1.29% 28
2024
Q1 		$2.66M Sell
11,672
-55
-0.5% -$11.4K 1.27% 29
2023
Q4 		$2.2M Sell
11,727
-65
-0.6% -$10.5K 1.11% 29
2023
Q3 		$1.76M Hold
11,792
– – 0.93% 37
2023
Q2 		$2.05M Hold
11,792
– – 1.05% 31
2023
Q1 		$1.95M Sell
11,792
-50
-0.4% -$8.29K 1.01% 32
2022
Q4 		$1.75M Hold
11,842
– – 0.91% 36
2022
Q3 		$1.6M Buy
11,842
+20
+0.2% +$3.03K 0.9% 35
2022
Q2 		$1.64M Hold
11,822
– – 0.88% 37
2022
Q1 		$2.21M Buy
11,822
+192
+2% +$34.7K 1.07% 30
2021
Q4 		$1.9M Sell
11,630
-360
-3% -$61.4K 0.91% 37
2021
Q3 		$2.01M Buy
11,990
+55
+0.5% +$9.2K 1.04% 33
2021
Q2 		$1.97M Hold
11,935
– – 1.05% 33
2021
Q1 		$1.69M Hold
11,935
– – 0.95% 34
2020
Q4 		$1.44M Hold
11,935
– – 0.87% 36
2020
Q3 		$1.2M Hold
11,935
– – 0.82% 41
2020
Q2 		$1.14M Buy
11,935
+300
+3% +$27.6K 0.87% 41
2020
Q1 		$996K Buy
11,635
+6,000
+106% +$698K 0.89% 47
2019
Q4 		$702K Buy
5,635
+100
+2% +$12K 0.62% 52
2019
Q3 		$655K Buy
+5,535
New +$679K 0.61% 53

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Bull Street Advisors's AXP Position: Q2 2026 in Review

Bull Street Advisors held its American Express (AXP) position steady in Q2 2026 at 10,673 shares worth $3.61M. The position accounts for 1.65% of the portfolio, ranked #21.

Bull Street Advisors first reported a position in AXP in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.01M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Bull Street Advisors held 10,673 shares of American Express worth $3.61M as of Q2 2026.
  • Bull Street Advisors left its American Express share count unchanged in Q2 2026.
  • American Express made up 1.65% of Bull Street Advisors's portfolio in Q2 2026, its #21 holding.
  • Bull Street Advisors first reported a position in American Express in Q3 2019 and has held it in 28 quarters since.
  • Bull Street Advisors's American Express position peaked at $4.01M in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Bull Street Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.