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Curat Global’s American Express AXP Stock Holding History

Curat Global’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 		$679K Sell
1,705
-310
-15% -$99.3K 0.55% 39
2026
Q1 		$609K Sell
2,015
-125
-6% -$41.9K 0.6% 38
2025
Q4 		$792K Hold
2,140
– – 0.88% 23
2025
Q3 		$714K Hold
2,140
– – 0.67% 33
2025
Q2 		$683K Sell
2,140
-935
-30% -$263K 0.65% 38
2025
Q1 		$827K Buy
+3,075
New +$909K 1.01% 24

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

Curat Global's AXP Position: Q2 2026 in Review

Curat Global reduced its American Express (AXP) stake by 15% in Q2 2026, selling an estimated $99.3K and leaving 1,705 shares worth $679K. The position accounts for 0.55% of the portfolio, ranked #39.

Curat Global first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. The position peaked at $827K in Q1 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Curat Global held 1,705 shares of American Express worth $679K as of Q2 2026.
  • Curat Global sold 310 American Express shares in Q2 2026, an estimated $99.3K.
  • American Express made up 0.55% of Curat Global's portfolio in Q2 2026, its #39 holding.
  • Curat Global first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • Curat Global's American Express position peaked at $827K in Q1 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Curat Global's 13F filing for Q2 2026, filed 22 Jul 2026.