Callan Family Office’s American Express AXP Stock Holding History

Callan Family Office’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	$10M	Buy	29,646 +174	+0.6%	+$55.7K	0.2%	98
2026 Q1	$8.91M	Sell	29,472 -1,679	-5%	-$563K	0.2%	97
2025 Q4	$11.5M	Buy	31,151 +8,812	+39%	+$3.15M	0.25%	77
2025 Q3	$7.42M	Sell	22,339 -1,095	-5%	-$348K	0.24%	89
2025 Q2	$7.47M	Buy	23,434 +10,842	+86%	+$3.05M	0.24%	94
2025 Q1	$3.39M	Sell	12,592 -822	-6%	-$243K	0.25%	87
2024 Q4	$3.98M	Buy	+13,414	New	+$3.85M	0.25%	78
2023 Q3	–	Sell	-1,838	Closed	-$320K	–	91
2023 Q2	$320K	Sell	1,838 -383	-17%	-$61.8K	0.08%	84
2023 Q1	$366K	Buy	2,221 +433	+24%	+$71.8K	0.09%	118
2022 Q4	$264K	Buy	+1,788	New	+$265K	0.09%	86

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

Callan Family Office's AXP Position: Q2 2026 in Review

Callan Family Office increased its American Express (AXP) stake by 0.59% in Q2 2026, buying an estimated $55.7K and bringing the position to 29,646 shares worth $10M. The position accounts for 0.2% of the portfolio, ranked #98.

Callan Family Office first reported a position in AXP in Q4 2022 and has held it in 10 quarters since. The position peaked at $11.5M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Callan Family Office held 29,646 shares of American Express worth $10M as of Q2 2026.
Callan Family Office bought 174 American Express shares in Q2 2026, an estimated $55.7K.
American Express made up 0.2% of Callan Family Office's portfolio in Q2 2026, its #98 holding.
Callan Family Office first reported a position in American Express in Q4 2022 and has held it in 10 quarters since.
Callan Family Office's American Express position peaked at $11.5M in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.