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Ellenbecker Investment Group’s American Express AXP Stock Holding History

Ellenbecker Investment Group’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 		$254K Sell
749
-28
-4% -$8.96K 0.03% 130
2026
Q1 		$235K Buy
777
+17
+2% +$5.7K 0.03% 120
2025
Q4 		$281K Sell
760
-125
-14% -$44.7K 0.04% 103
2025
Q3 		$294K Buy
885
+1
+0.1% +$318 0.04% 100
2025
Q2 		$282K Buy
884
+1
+0.1% +$281 0.05% 95
2025
Q1 		$238K Hold
883
– – 0.04% 101
2024
Q4 		$262K Buy
+883
New +$254K 0.05% 101

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 $3.38T AUM 44.17% 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

Ellenbecker Investment Group's AXP Position: Q2 2026 in Review

Ellenbecker Investment Group reduced its American Express (AXP) stake by 3.6% in Q2 2026, selling an estimated $8.96K and leaving 749 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #130.

Ellenbecker Investment Group first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q3 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Ellenbecker Investment Group held 749 shares of American Express worth $254K as of Q2 2026.
  • Ellenbecker Investment Group sold 28 American Express shares in Q2 2026, an estimated $8.96K.
  • American Express made up 0.03% of Ellenbecker Investment Group's portfolio in Q2 2026, its #130 holding.
  • Ellenbecker Investment Group first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Ellenbecker Investment Group's American Express position peaked at $294K in Q3 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.