Financial Perspectives’s American Express AXP Stock Holding History

Financial Perspectives’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	$78.5K	Hold	232	–	–	0.02%	269
2026 Q1	$70.1K	Hold	232	–	–	0.02%	268
2025 Q4	$85.7K	Buy	232 +1	+0.4%	+$358	0.02%	247
2025 Q3	$76.9K	Hold	231	–	–	0.02%	263
2025 Q2	$73.7K	Hold	231	–	–	0.02%	264
2025 Q1	$62.1K	Hold	231	–	–	0.02%	270
2024 Q4	$68.5K	Hold	231	–	–	0.02%	267
2024 Q3	$62.5K	Buy	231 +1	+0.4%	+$249	0.02%	262
2024 Q2	$53.3K	Hold	230	–	–	0.02%	270
2024 Q1	$52.4K	Sell	230 -2	-0.9%	-$415	0.02%	274
2023 Q4	$43.4K	Buy	232 +3	+1%	+$483	0.02%	282
2023 Q3	$34.2K	Hold	229	–	–	0.02%	295
2023 Q2	$39.9K	Hold	229	–	–	0.02%	282
2023 Q1	$37.7K	Buy	229 +1	+0.4%	+$166	0.02%	285
2022 Q4	$33.7K	Hold	228	–	–	0.02%	296
2022 Q3	$30.8K	Hold	228	–	–	0.02%	289
2022 Q2	$31.6K	Buy	228 +1	+0.4%	+$165	0.02%	291
2022 Q1	$42.5K	Hold	227	–	–	0.02%	266
2021 Q4	$37.2K	Hold	227	–	–	0.02%	276
2021 Q3	$38K	Hold	227	–	–	0.02%	270
2021 Q2	$37.5K	Hold	227	–	–	0.02%	288
2021 Q1	$32.1K	Buy	227 +1	+0.4%	+$132	0.02%	294
2020 Q4	$27.4K	Hold	226	–	–	0.02%	295
2020 Q3	$22.6K	Hold	226	–	–	0.01%	276
2020 Q2	$21.5K	Buy	226 +1	+0.4%	+$92	0.02%	264
2020 Q1	$19.3K	Hold	225	–	–	0.02%	247
2019 Q4	$28K	Buy	+225	New	+$26.9K	0.02%	226

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

Financial Perspectives's AXP Position: Q2 2026 in Review

Financial Perspectives held its American Express (AXP) position steady in Q2 2026 at 232 shares worth $78.5K. The position accounts for 0.02% of the portfolio, ranked #269.

Financial Perspectives first reported a position in AXP in Q4 2019 and has held it in 27 quarters since. The position peaked at $85.7K in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Financial Perspectives held 232 shares of American Express worth $78.5K as of Q2 2026.
Financial Perspectives left its American Express share count unchanged in Q2 2026.
American Express made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #269 holding.
Financial Perspectives first reported a position in American Express in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's American Express position peaked at $85.7K in Q4 2025.
3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.