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Dorato Capital Management’s American Express AXP Stock Holding History

Dorato Capital Management’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 		$266K Hold
760
– – 0.18% 98
2026
Q1 		$240K Buy
760
+25
+3% +$8.38K 0.18% 97
2025
Q4 		$263K Buy
+735
New +$263K 0.2% 95

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Dorato Capital Management's AXP Position: Q2 2026 in Review

Dorato Capital Management held its American Express (AXP) position steady in Q2 2026 at 760 shares worth $266K. The position accounts for 0.18% of the portfolio, ranked #98.

Dorato Capital Management first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 1,863 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Dorato Capital Management held 760 shares of American Express worth $266K as of Q2 2026.
  • Dorato Capital Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.18% of Dorato Capital Management's portfolio in Q2 2026, its #98 holding.
  • Dorato Capital Management first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • 1,863 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.