EAM
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Eventide Asset Management’s American Express AXP Stock Holding History

Eventide Asset 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 		$9.65M Sell
28,475
-8,489
-23% -$2.72M 0.13% 155
2026
Q1 		$11.1M Sell
36,964
-13,142
-26% -$4.41M 0.18% 132
2025
Q4 		$18.6M Buy
50,106
+361
+0.7% +$129K 0.29% 106
2025
Q3 		$16.7M Buy
49,745
+9,035
+22% +$2.87M 0.28% 106
2025
Q2 		$13.3M Buy
40,710
+15,448
+61% +$4.35M 0.23% 115
2025
Q1 		$8.92M Buy
25,262
+4,816
+24% +$1.42M 0.18% 128
2024
Q4 		$6.07M Buy
+20,446
New +$5.87M 0.11% 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

Eventide Asset Management's AXP Position: Q2 2026 in Review

Eventide Asset Management reduced its American Express (AXP) stake by 23% in Q2 2026, selling an estimated $2.72M and leaving 28,475 shares worth $9.65M. The position accounts for 0.13% of the portfolio, ranked #155.

Eventide Asset Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.6M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Eventide Asset Management held 28,475 shares of American Express worth $9.65M as of Q2 2026.
  • Eventide Asset Management sold 8,489 American Express shares in Q2 2026, an estimated $2.72M.
  • American Express made up 0.13% of Eventide Asset Management's portfolio in Q2 2026, its #155 holding.
  • Eventide Asset Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Eventide Asset Management's American Express position peaked at $18.6M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Eventide Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.