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Equitable Holdings’s American Express AXP Stock Holding History

Equitable Holdings’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 		$10.5M Sell
31,046
-3,687
-11% -$1.18M 0.06% 281
2026
Q1 		$12.5M Buy
34,733
+6,701
+24% +$2.25M 0.08% 242
2025
Q4 		$10.4M Sell
28,032
-4,996
-15% -$1.79M 0.07% 233
2025
Q3 		$11M Buy
33,028
+3,617
+12% +$1.15M 0.08% 212
2025
Q2 		$9.38M Buy
29,411
+8,061
+38% +$2.27M 0.08% 211
2025
Q1 		$5.74M Buy
21,350
+2,972
+16% +$878K 0.05% 270
2024
Q4 		$5.45M Buy
18,378
+279
+2% +$80.2K 0.05% 268
2024
Q3 		$4.91M Buy
18,099
+1,765
+11% +$439K 0.05% 284
2024
Q2 		$3.78M Buy
16,334
+2,368
+17% +$548K 0.04% 316
2024
Q1 		$3.18M Sell
13,966
-43
-0.3% -$8.92K 0.04% 333
2023
Q4 		$2.62M Buy
14,009
+2,385
+21% +$384K 0.03% 343
2023
Q3 		$1.73M Buy
11,624
+2,742
+31% +$449K 0.02% 402
2023
Q2 		$1.55M Buy
8,882
+3,941
+80% +$636K 0.02% 408
2023
Q1 		$815K Buy
4,941
+805
+19% +$134K 0.01% 526
2022
Q4 		$611K Sell
4,136
-567
-12% -$84K 0.01% 566
2022
Q3 		$634K Buy
4,703
+531
+13% +$80.4K 0.01% 507
2022
Q2 		$578K Sell
4,172
-284
-6% -$46.9K 0.01% 528
2022
Q1 		$833K Buy
4,456
+840
+23% +$152K 0.01% 454
2021
Q4 		$592K Buy
3,616
+145
+4% +$24.7K 0.01% 530
2021
Q3 		$581K Sell
3,471
-238
-6% -$39.8K 0.01% 522
2021
Q2 		$613K Buy
3,709
+468
+14% +$73.3K 0.01% 495
2021
Q1 		$458K Sell
3,241
-1,069
-25% -$141K 0.01% 528
2020
Q4 		$521K Sell
4,310
-473
-10% -$52.4K 0.01% 454
2020
Q3 		$479K Sell
4,783
-8,605
-64% -$847K 0.01% 433
2020
Q2 		$1.27M Buy
+13,388
New +$1.23M 0.04% 267

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

Equitable Holdings's AXP Position: Q2 2026 in Review

Equitable Holdings reduced its American Express (AXP) stake by 11% in Q2 2026, selling an estimated $1.18M and leaving 31,046 shares worth $10.5M. The position accounts for 0.06% of the portfolio, ranked #281.

Equitable Holdings first reported a position in AXP in Q2 2020 and has held it in 25 quarters since. The position peaked at $12.5M in Q1 2026. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Equitable Holdings held 31,046 shares of American Express worth $10.5M as of Q2 2026.
  • Equitable Holdings sold 3,687 American Express shares in Q2 2026, an estimated $1.18M.
  • American Express made up 0.06% of Equitable Holdings's portfolio in Q2 2026, its #281 holding.
  • Equitable Holdings first reported a position in American Express in Q2 2020 and has held it in 25 quarters since.
  • Equitable Holdings's American Express position peaked at $12.5M in Q1 2026.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.