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Covestor’s American Express AXP Stock Holding History

Covestor’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 		$84K Buy
249
+61
+32% +$19.5K 0.05% 458
2026
Q1 		$57K Sell
188
-74
-28% -$24.8K 0.04% 618
2025
Q4 		$97K Sell
262
-38
-13% -$13.6K 0.05% 593
2025
Q3 		$100K Buy
300
+10
+3% +$3.18K 0.06% 572
2025
Q2 		$93K Sell
290
-28
-9% -$7.88K 0.05% 597
2025
Q1 		$85K Buy
318
+22
+7% +$6.5K 0.06% 582
2024
Q4 		$88K Buy
296
+29
+11% +$8.33K 0.06% 598
2024
Q3 		$73K Sell
267
-2
-0.7% -$498 0.05% 698
2024
Q2 		$62K Sell
269
-26
-9% -$6.02K 0.04% 755
2024
Q1 		$67K Buy
295
+2
+0.7% +$415 0.04% 755
2023
Q4 		$55K Sell
293
-6
-2% -$966 0.04% 805
2023
Q3 		$45K Buy
299
+3
+1% +$491 0.03% 813
2023
Q2 		$52K Sell
296
-128
-30% -$20.7K 0.04% 762
2023
Q1 		$70K Sell
424
-38
-8% -$6.3K 0.06% 564
2022
Q4 		$69K Buy
462
+66
+17% +$9.78K 0.06% 589
2022
Q3 		$53K Sell
396
-372
-48% -$56.3K 0.05% 672
2022
Q2 		$107K Sell
768
-178
-19% -$29.4K 0.08% 378
2022
Q1 		$177K Buy
946
+638
+207% +$115K 0.12% 190
2021
Q4 		$51K Buy
+308
New +$52.5K 0.07% 522

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

Covestor's AXP Position: Q2 2026 in Review

Covestor increased its American Express (AXP) stake by 32% in Q2 2026, buying an estimated $19.5K and bringing the position to 249 shares worth $84K. The position accounts for 0.05% of the portfolio, ranked #458.

Covestor first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $177K in Q1 2022. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Covestor held 249 shares of American Express worth $84K as of Q2 2026.
  • Covestor bought 61 American Express shares in Q2 2026, an estimated $19.5K.
  • American Express made up 0.05% of Covestor's portfolio in Q2 2026, its #458 holding.
  • Covestor first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • Covestor's American Express position peaked at $177K in Q1 2022.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.