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Concurrent Investment Advisors’s American Express AXP Stock Holding History

Concurrent Investment 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 		$12.4M Buy
36,558
+1,017
+3% +$326K 0.11% 214
2026
Q1 		$10.8M Sell
35,541
-10,183
-22% -$3.41M 0.12% 188
2025
Q4 		$16.9M Buy
45,724
+24,465
+115% +$8.75M 0.19% 113
2025
Q3 		$7.06M Sell
21,259
-780
-4% -$248K 0.12% 182
2025
Q2 		$7.03M Buy
22,039
+439
+2% +$124K 0.14% 162
2025
Q1 		$5.81M Buy
21,600
+1,074
+5% +$317K 0.14% 157
2024
Q4 		$6.09M Buy
20,526
+9,322
+83% +$2.68M 0.16% 129
2024
Q3 		$3.04M Buy
11,204
+731
+7% +$182K 0.09% 228
2024
Q2 		$2.43M Buy
10,473
+1,510
+17% +$350K 0.08% 235
2024
Q1 		$2.04M Sell
8,963
-5,078
-36% -$1.05M 0.08% 241
2023
Q4 		$2.63M Buy
+14,041
New +$2.26M 0.12% 181

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's AXP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its American Express (AXP) stake by 2.9% in Q2 2026, buying an estimated $326K and bringing the position to 36,558 shares worth $12.4M. The position accounts for 0.11% of the portfolio, ranked #214.

Concurrent Investment Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.9M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Concurrent Investment Advisors held 36,558 shares of American Express worth $12.4M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,017 American Express shares in Q2 2026, an estimated $326K.
  • American Express made up 0.11% of Concurrent Investment Advisors's portfolio in Q2 2026, its #214 holding.
  • Concurrent Investment Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's American Express position peaked at $16.9M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.