Fairtree Asset Management’s American Express AXP Stock Holding History

Fairtree 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	$2.2M	Hold	6,494	–	–	0.84%	28
2026 Q1	$1.96M	Buy	6,494 +1,841	+40%	+$617K	0.9%	32
2025 Q4	$1.72M	Buy	4,653 +1,531	+49%	+$548K	0.79%	36
2025 Q3	$1.04M	Buy	3,122 +1,339	+75%	+$426K	0.68%	44
2025 Q2	$569K	Hold	1,783	–	–	0.43%	75
2025 Q1	$480K	Buy	+1,783	New	+$527K	0.39%	73

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

Fairtree Asset Management held its American Express (AXP) position steady in Q2 2026 at 6,494 shares worth $2.2M. The position accounts for 0.84% of the portfolio, ranked #28.

Fairtree Asset Management first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Fairtree Asset Management held 6,494 shares of American Express worth $2.2M as of Q2 2026.
Fairtree Asset Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.84% of Fairtree Asset Management's portfolio in Q2 2026, its #28 holding.
Fairtree Asset Management first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Fairtree Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.