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Calton & Associates’s American Express AXP Stock Holding History

Calton & Associates’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 		$584K Buy
1,726
+2
+0.1% +$640 0.09% 207
2026
Q1 		$521K Buy
+1,724
New +$578K 0.07% 231
2025
Q4 		– Sell
-2,169
Closed -$720K – 451
2025
Q3 		$720K Buy
2,169
+61
+3% +$19.4K 0.11% 177
2025
Q2 		$673K Buy
2,108
+88
+4% +$24.8K 0.12% 167
2025
Q1 		$543K Buy
2,020
+1,272
+170% +$376K 0.12% 156
2024
Q4 		$222K Sell
748
-1,164
-61% -$334K 0.1% 178
2024
Q3 		$519K Buy
+1,912
New +$476K 0.2% 112
2022
Q2 		– Sell
-1,357
Closed -$253K – 248
2022
Q1 		$253K Buy
1,357
+14
+1% +$2.53K 0.08% 287
2021
Q4 		$219K Sell
1,343
-236
-15% -$40.2K 0.06% 332
2021
Q3 		$264K Buy
1,579
+149
+10% +$24.9K 0.06% 311
2021
Q2 		$237K Sell
1,430
-45
-3% -$7.05K 0.05% 343
2021
Q1 		$209K Buy
+1,475
New +$195K 0.04% 368
2020
Q1 		– Sell
-2,079
Closed -$259K – 311
2019
Q4 		$259K Buy
+2,079
New +$248K 0.05% 290
2019
Q2 		– Sell
-1,846
Closed -$202K – 284
2019
Q1 		$202K Buy
+1,846
New +$194K 0.06% 243
2018
Q1 		– Sell
-7,757
Closed -$760K – 409
2017
Q4 		$760K Buy
+7,757
New +$739K 0.19% 97

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

Calton & Associates's AXP Position: Q2 2026 in Review

Calton & Associates increased its American Express (AXP) stake by 0.12% in Q2 2026, buying an estimated $640 and bringing the position to 1,726 shares worth $584K. The position accounts for 0.09% of the portfolio, ranked #207.

Calton & Associates first reported a position in AXP in Q4 2017 and has held it in 15 quarters since. The position peaked at $760K in Q4 2017. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Calton & Associates held 1,726 shares of American Express worth $584K as of Q2 2026.
  • Calton & Associates bought 2 American Express shares in Q2 2026, an estimated $640.
  • American Express made up 0.09% of Calton & Associates's portfolio in Q2 2026, its #207 holding.
  • Calton & Associates first reported a position in American Express in Q4 2017 and has held it in 15 quarters since.
  • Calton & Associates's American Express position peaked at $760K in Q4 2017.
  • 3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.