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Dover Advisors’s American Express AXP Stock Holding History

Dover Advisors’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 		$2.95M Buy
7,977
+110
+1% +$35.2K 1.21% 20
2026
Q1 		$2.38M Sell
7,867
-110
-1% -$36.9K 0.98% 27
2025
Q4 		$2.95M Buy
7,977
+29
+0.4% +$10.4K 1.14% 22
2025
Q3 		$2.64M Sell
7,948
-206
-3% -$65.5K 1.05% 24
2025
Q2 		$2.6M Buy
8,154
+148
+2% +$41.7K 1.15% 20
2025
Q1 		$2.15M Buy
8,006
+636
+9% +$188K 0.94% 33
2024
Q4 		$2.19M Sell
7,370
-175
-2% -$50.3K 1.25% 21
2024
Q3 		$2.05M Sell
7,545
-94
-1% -$23.4K 1.16% 25
2024
Q2 		$1.77M Buy
7,639
+202
+3% +$46.8K 1.09% 25
2024
Q1 		$1.69M Buy
7,437
+2,942
+65% +$610K 1.16% 26
2023
Q4 		$842K Sell
4,495
-1,614
-26% -$260K 1.11% 32
2023
Q3 		$911K Buy
6,109
+251
+4% +$41.1K 0.92% 39
2023
Q2 		$1.02M Buy
5,858
+15
+0.3% +$2.42K 0.91% 37
2023
Q1 		$964K Buy
5,843
+1,127
+24% +$187K 0.93% 35
2022
Q4 		$697K Buy
+4,716
New +$699K 0.75% 46

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

Dover Advisors's AXP Position: Q2 2026 in Review

Dover Advisors increased its American Express (AXP) stake by 1.4% in Q2 2026, buying an estimated $35.2K and bringing the position to 7,977 shares worth $2.95M. The position accounts for 1.21% of the portfolio, ranked #20.

Dover Advisors first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Dover Advisors held 7,977 shares of American Express worth $2.95M as of Q2 2026.
  • Dover Advisors bought 110 American Express shares in Q2 2026, an estimated $35.2K.
  • American Express made up 1.21% of Dover Advisors's portfolio in Q2 2026, its #20 holding.
  • Dover Advisors first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.