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Davis Investment Partners’s American Express AXP Stock Holding History

Davis Investment Partners’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 		$590K Hold
1,746
– – 0.18% 88
2026
Q1 		$528K Buy
1,746
+1
+0.1% +$335 0.19% 102
2025
Q4 		$651K Hold
1,745
– – 0.23% 74
2025
Q3 		$573K Sell
1,745
-320
-15% -$102K 0.2% 87
2025
Q2 		$666K Hold
2,065
– – 0.24% 76
2025
Q1 		$527K Sell
2,065
-5,741
-74% -$1.7M 0.23% 86
2024
Q4 		$2.29M Sell
7,806
-205
-3% -$58.9K 0.97% 16
2024
Q3 		$2.17M Buy
8,011
+42
+0.5% +$10.5K 0.91% 17
2024
Q2 		$1.9M Buy
7,969
+1,042
+15% +$241K 0.78% 18
2024
Q1 		$1.51M Sell
6,927
-61
-0.9% -$12.6K 0.66% 29
2023
Q4 		$1.31M Buy
6,988
+209
+3% +$33.6K 0.63% 28
2023
Q3 		$997K Buy
6,779
+428
+7% +$70K 0.53% 30
2023
Q2 		$1.12M Buy
+6,351
New +$1.02M 0.54% 27

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

Davis Investment Partners's AXP Position: Q2 2026 in Review

Davis Investment Partners held its American Express (AXP) position steady in Q2 2026 at 1,746 shares worth $590K. The position accounts for 0.18% of the portfolio, ranked #88.

Davis Investment Partners first reported a position in AXP in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.29M in Q4 2024. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Davis Investment Partners held 1,746 shares of American Express worth $590K as of Q2 2026.
  • Davis Investment Partners left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.18% of Davis Investment Partners's portfolio in Q2 2026, its #88 holding.
  • Davis Investment Partners first reported a position in American Express in Q2 2023 and has held it in 13 quarters since.
  • Davis Investment Partners's American Express position peaked at $2.29M in Q4 2024.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.