Costello Asset Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.34M Buy
12,819
+10,518
+457% +$3.37M 1.3% 19
2026
Q1
$696K Buy
2,301
+1,396
+154% +$468K 0.24% 54
2025
Q4
$335K Hold
905
0.11% 83
2025
Q3
$301K Buy
905
+1
+0.1% +$318 0.1% 91
2025
Q2
$288K Buy
904
+1
+0.1% +$281 0.11% 91
2025
Q1
$243K Buy
+903
New +$267K 0.1% 97

Other funds holding AXP

Costello Asset Management's AXP Position: Q2 2026 in Review

Costello Asset Management increased its American Express (AXP) stake by 457% in Q2 2026, buying an estimated $3.37M and bringing the position to 12,819 shares worth $4.34M. The position accounts for 1.3% of the portfolio, ranked #19.

Costello Asset Management first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Costello Asset Management held 12,819 shares of American Express worth $4.34M as of Q2 2026.
  • Costello Asset Management bought 10,518 American Express shares in Q2 2026, an estimated $3.37M.
  • American Express made up 1.3% of Costello Asset Management's portfolio in Q2 2026, its #19 holding.
  • Costello Asset Management first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.