Custom Index Systems’s American Express AXP Stock Holding History

Custom Index Systems’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	$774K	Buy	2,287 +25	+1%	+$8K	0.28%	94
2026 Q1	$684K	Sell	2,262 -5	-0.2%	-$1.68K	0.3%	97
2025 Q4	$839K	Sell	2,267 -932	-29%	-$334K	0.37%	76
2025 Q3	$1.06M	Buy	3,199 +1,919	+150%	+$610K	0.32%	92
2025 Q2	$408K	Sell	1,280 -530	-29%	-$149K	0.19%	162
2025 Q1	$487K	Sell	1,810 -824	-31%	-$244K	0.25%	118
2024 Q4	$782K	Sell	2,634 -39	-1%	-$11.2K	0.42%	67
2024 Q3	$725K	Buy	2,673 +1,166	+77%	+$290K	0.39%	77
2024 Q2	$349K	Sell	1,507 -1,738	-54%	-$403K	0.2%	153
2024 Q1	$739K	Buy	3,245 +228	+8%	+$47.3K	0.42%	50
2023 Q4	$565K	Buy	+3,017	New	+$486K	0.35%	62

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

Custom Index Systems's AXP Position: Q2 2026 in Review

Custom Index Systems increased its American Express (AXP) stake by 1.1% in Q2 2026, buying an estimated $8K and bringing the position to 2,287 shares worth $774K. The position accounts for 0.28% of the portfolio, ranked #94.

Custom Index Systems first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q3 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Custom Index Systems held 2,287 shares of American Express worth $774K as of Q2 2026.
Custom Index Systems bought 25 American Express shares in Q2 2026, an estimated $8K.
American Express made up 0.28% of Custom Index Systems's portfolio in Q2 2026, its #94 holding.
Custom Index Systems first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Custom Index Systems's American Express position peaked at $1.06M in Q3 2025.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.