EIA
AXP icon

Eldridge Investment Advisors’s American Express AXP Stock Holding History

Eldridge Investment 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 		$221K Buy
+652
New +$209K 0.04% 159
2026
Q1 		– Sell
-652
Closed -$241K – 154
2025
Q4 		$241K Hold
652
– – 0.05% 145
2025
Q3 		$217K Hold
652
– – 0.05% 152
2025
Q2 		$208K Buy
+652
New +$184K 0.04% 150

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

Eldridge Investment Advisors's AXP Position: Q2 2026 in Review

Eldridge Investment Advisors opened a new position in American Express (AXP) in Q2 2026: 652 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #159 among its holdings. This is a return to the name: Eldridge Investment Advisors previously reported a position in AXP as recently as Q4 2025.

Eldridge Investment Advisors first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $241K in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Eldridge Investment Advisors held 652 shares of American Express worth $221K as of Q2 2026.
  • American Express was a new Eldridge Investment Advisors position in Q2 2026.
  • American Express made up 0.04% of Eldridge Investment Advisors's portfolio in Q2 2026, its #159 holding.
  • Eldridge Investment Advisors first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • Eldridge Investment Advisors's American Express position peaked at $241K in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.