EA
AXP icon

Enclave Advisors’s American Express AXP Stock Holding History

Enclave 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 		$460K Sell
1,359
-149
-10% -$47.7K 0.06% 98
2026
Q1 		$456K Sell
1,508
-2,077
-58% -$696K 0.06% 97
2025
Q4 		$1.33M Sell
3,585
-6
-0.2% -$2.15K 0.19% 62
2025
Q3 		$1.19M Buy
3,591
+2,244
+167% +$714K 0.18% 56
2025
Q2 		$430K Buy
1,347
+20
+2% +$5.63K 0.07% 81
2025
Q1 		$357K Sell
1,327
-136
-9% -$40.2K 0.06% 86
2024
Q4 		$434K Buy
1,463
+1
+0.1% +$287 0.07% 83
2024
Q3 		$397K Buy
+1,462
New +$364K 0.07% 85

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

Enclave Advisors's AXP Position: Q2 2026 in Review

Enclave Advisors reduced its American Express (AXP) stake by 9.9% in Q2 2026, selling an estimated $47.7K and leaving 1,359 shares worth $460K. The position accounts for 0.06% of the portfolio, ranked #98.

Enclave Advisors first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q4 2025. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Enclave Advisors held 1,359 shares of American Express worth $460K as of Q2 2026.
  • Enclave Advisors sold 149 American Express shares in Q2 2026, an estimated $47.7K.
  • American Express made up 0.06% of Enclave Advisors's portfolio in Q2 2026, its #98 holding.
  • Enclave Advisors first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Enclave Advisors's American Express position peaked at $1.33M in Q4 2025.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.