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Coleford Investment Management’s American Express AXP Stock Holding History

Coleford 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 		$29.7M Sell
87,752
-1,520
-2% -$487K 6.47% 4
2026
Q1 		$27M Buy
89,272
+1,480
+2% +$496K 6.62% 4
2025
Q4 		$32.5M Sell
87,792
-2,105
-2% -$753K 7.9% 5
2025
Q3 		$29.9M Sell
89,897
-1,330
-1% -$423K 7.17% 4
2025
Q2 		$29.1M Sell
91,227
-555
-0.6% -$156K 7.52% 4
2025
Q1 		$24.7M Sell
91,782
-1,831
-2% -$541K 6.93% 5
2024
Q4 		$27.8M Buy
+93,613
New +$26.9M 7.33% 4

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

Coleford Investment Management's AXP Position: Q2 2026 in Review

Coleford Investment Management reduced its American Express (AXP) stake by 1.7% in Q2 2026, selling an estimated $487K and leaving 87,752 shares worth $29.7M. The position accounts for 6.47% of the portfolio, ranked #4.

Coleford Investment Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.5M in Q4 2025. 2,984 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Coleford Investment Management held 87,752 shares of American Express worth $29.7M as of Q2 2026.
  • Coleford Investment Management sold 1,520 American Express shares in Q2 2026, an estimated $487K.
  • American Express made up 6.47% of Coleford Investment Management's portfolio in Q2 2026, its #4 holding.
  • Coleford Investment Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Coleford Investment Management's American Express position peaked at $32.5M in Q4 2025.
  • 2,984 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Coleford Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.