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EdgeRock Capital’s American Express AXP Stock Holding History

EdgeRock Capital’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 		$397K Buy
+1,175
New +$376K 0.09% 85
2026
Q1 		– Sell
-698
Closed -$258K – 129
2025
Q4 		$258K Buy
698
+31
+5% +$11.1K 0.07% 112
2025
Q3 		$222K Buy
+667
New +$212K 0.06% 113
2024
Q1 		– Sell
-305
Closed -$63.1K – 94
2023
Q4 		$63.1K Buy
+305
New +$49.1K 0.05% 95
2022
Q4 		– Sell
-2
Closed – – 91
2022
Q3 		$0 Buy
+2
New +$303 ﹤0.01% 384

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

EdgeRock Capital's AXP Position: Q2 2026 in Review

EdgeRock Capital opened a new position in American Express (AXP) in Q2 2026: 1,175 shares worth $397K. The stake represents 0.09% of the portfolio and ranks #85 among its holdings. This is a return to the name: EdgeRock Capital previously reported a position in AXP as recently as Q4 2025.

EdgeRock Capital first reported a position in AXP in Q3 2022 and has held it in 5 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • EdgeRock Capital held 1,175 shares of American Express worth $397K as of Q2 2026.
  • American Express was a new EdgeRock Capital position in Q2 2026.
  • American Express made up 0.09% of EdgeRock Capital's portfolio in Q2 2026, its #85 holding.
  • EdgeRock Capital first reported a position in American Express in Q3 2022 and has held it in 5 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.