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Excelsior Advisor Network’s American Express AXP Stock Holding History

Excelsior Advisor Network’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 		$274K Buy
810
+117
+17% +$37.5K 0.04% 376
2026
Q1 		$210K Sell
693
-28
-4% -$9.39K 0.08% 209
2025
Q4 		$267K Buy
+721
New +$258K 0.13% 134

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

Excelsior Advisor Network's AXP Position: Q2 2026 in Review

Excelsior Advisor Network increased its American Express (AXP) stake by 17% in Q2 2026, buying an estimated $37.5K and bringing the position to 810 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #376.

Excelsior Advisor Network first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 2,995 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Excelsior Advisor Network held 810 shares of American Express worth $274K as of Q2 2026.
  • Excelsior Advisor Network bought 117 American Express shares in Q2 2026, an estimated $37.5K.
  • American Express made up 0.04% of Excelsior Advisor Network's portfolio in Q2 2026, its #376 holding.
  • Excelsior Advisor Network first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • 2,995 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.