COWA LLC’s American Express AXP Stock Holding History

COWA LLC’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	$367K	Hold	1,085	–	–	0.09%	129
2026 Q1	$328K	Sell	1,085 -20	-2%	-$6.71K	0.09%	128
2025 Q4	$409K	Hold	1,105	–	–	0.12%	113
2025 Q3	$367K	Hold	1,105	–	–	0.12%	108
2025 Q2	$352K	Buy	1,105 +130	+13%	+$36.6K	0.13%	100
2025 Q1	$262K	Hold	975	–	–	0.11%	116
2024 Q4	$289K	Hold	975	–	–	0.13%	107
2024 Q3	$264K	Hold	975	–	–	0.13%	109
2024 Q2	$226K	Hold	975	–	–	0.12%	116
2024 Q1	$222K	Buy	+975	New	+$202K	0.13%	110
2022 Q4	–	Sell	-1,129	Closed	-$152K	–	141
2022 Q3	$152K	Buy	+1,129	New	+$171K	0.1%	121
2022 Q2	–	Sell	-1,129	Closed	-$211K	–	123
2022 Q1	$211K	Buy	+1,129	New	+$204K	0.1%	121
2021 Q3	–	Sell	-105,000	Closed	-$107K	–	135
2021 Q2	$107K	Buy	105,000 +103,871	+9,200%	+$16.3M	0.07%	118
2021 Q1	$167K	Hold	1,129	–	–	0.1%	123
2020 Q4	$138K	Buy	+1,129	New	+$125K	0.11%	132

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

COWA LLC's AXP Position: Q2 2026 in Review

COWA LLC held its American Express (AXP) position steady in Q2 2026 at 1,085 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #129.

COWA LLC first reported a position in AXP in Q4 2020 and has held it in 15 quarters since. The position peaked at $409K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

COWA LLC held 1,085 shares of American Express worth $367K as of Q2 2026.
COWA LLC left its American Express share count unchanged in Q2 2026.
American Express made up 0.09% of COWA LLC's portfolio in Q2 2026, its #129 holding.
COWA LLC first reported a position in American Express in Q4 2020 and has held it in 15 quarters since.
COWA LLC's American Express position peaked at $409K in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.