CAIM
AXP icon

Catherine Avery Investment Management’s American Express AXP Stock Holding History

Catherine Avery Investment Management’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 		$169K Hold
500
– – 0.07% 57
2026
Q1 		$151K Sell
500
-50
-9% -$16.8K 0.07% 53
2025
Q4 		$203K Hold
550
– – 0.12% 52
2025
Q3 		$183K Sell
550
-150
-21% -$47.7K 0.12% 51
2025
Q2 		$223K Hold
700
– – 0.17% 48
2025
Q1 		$188K Hold
700
– – 0.17% 45
2024
Q4 		$208K Buy
+700
New +$201K 0.18% 45

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

Catherine Avery Investment Management's AXP Position: Q2 2026 in Review

Catherine Avery Investment Management held its American Express (AXP) position steady in Q2 2026 at 500 shares worth $169K. The position accounts for 0.07% of the portfolio, ranked #57.

Catherine Avery Investment Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $223K in Q2 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Catherine Avery Investment Management held 500 shares of American Express worth $169K as of Q2 2026.
  • Catherine Avery Investment Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.07% of Catherine Avery Investment Management's portfolio in Q2 2026, its #57 holding.
  • Catherine Avery Investment Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's American Express position peaked at $223K in Q2 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.