Burk Holdings’s American Express AXP Stock Holding History

Burk Holdings’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	$113K	Hold	333	–	–	0.04%	103
2026 Q1	$101K	Buy	+333	New	+$112K	0.04%	108

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

Burk Holdings's AXP Position: Q2 2026 in Review

Burk Holdings held its American Express (AXP) position steady in Q2 2026 at 333 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #103.

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

Burk Holdings held 333 shares of American Express worth $113K as of Q2 2026.
Burk Holdings left its American Express share count unchanged in Q2 2026.
American Express made up 0.04% of Burk Holdings's portfolio in Q2 2026, its #103 holding.
Burk Holdings first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.