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Carrera Capital Advisors’s American Express AXP Stock Holding History

Carrera Capital 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 		$216K Buy
+638
New +$204K 0.03% 196
2026
Q1 		– Sell
-635
Closed -$235K – 189
2025
Q4 		$235K Buy
+635
New +$227K 0.04% 152

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

Carrera Capital Advisors's AXP Position: Q2 2026 in Review

Carrera Capital Advisors opened a new position in American Express (AXP) in Q2 2026: 638 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #196 among its holdings. This is a return to the name: Carrera Capital Advisors previously reported a position in AXP as recently as Q4 2025.

Carrera Capital Advisors first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $235K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Carrera Capital Advisors held 638 shares of American Express worth $216K as of Q2 2026.
  • American Express was a new Carrera Capital Advisors position in Q2 2026.
  • American Express made up 0.03% of Carrera Capital Advisors's portfolio in Q2 2026, its #196 holding.
  • Carrera Capital Advisors first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • Carrera Capital Advisors's American Express position peaked at $235K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.