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ELCO Management’s American Express AXP Stock Holding History

ELCO 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 		$474K Hold
1,400
– – 0.2% 94
2026
Q1 		$423K Hold
1,400
– – 0.2% 92
2025
Q4 		$518K Buy
1,400
+600
+75% +$215K 0.33% 67
2025
Q3 		$266K Hold
800
– – 0.14% 126
2025
Q2 		$255K Hold
800
– – 0.13% 130
2025
Q1 		$215K Hold
800
– – 0.12% 135
2024
Q4 		$237K Sell
800
-50
-6% -$14.4K 0.12% 138
2024
Q3 		$231K Buy
+850
New +$212K 0.12% 145

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

ELCO Management's AXP Position: Q2 2026 in Review

ELCO Management held its American Express (AXP) position steady in Q2 2026 at 1,400 shares worth $474K. The position accounts for 0.2% of the portfolio, ranked #94.

ELCO Management first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $518K in Q4 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • ELCO Management held 1,400 shares of American Express worth $474K as of Q2 2026.
  • ELCO Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.2% of ELCO Management's portfolio in Q2 2026, its #94 holding.
  • ELCO Management first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • ELCO Management's American Express position peaked at $518K in Q4 2025.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.