Fogel Capital Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$303K Buy
897
+175
+24% +$56K 0.12% 46
2026
Q1
$218K Buy
722
+49
+7% +$16.4K 0.1% 49
2025
Q4
$249K Buy
673
+12
+2% +$4.29K 0.11% 44
2025
Q3
$220K Buy
661
+30
+5% +$9.54K 0.1% 53
2025
Q2
$201K Buy
+631
New +$178K 0.11% 50

Other funds holding AXP

Fogel Capital Management's AXP Position: Q2 2026 in Review

Fogel Capital Management increased its American Express (AXP) stake by 24% in Q2 2026, buying an estimated $56K and bringing the position to 897 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #46.

Fogel Capital Management first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Fogel Capital Management held 897 shares of American Express worth $303K as of Q2 2026.
  • Fogel Capital Management bought 175 American Express shares in Q2 2026, an estimated $56K.
  • American Express made up 0.12% of Fogel Capital Management's portfolio in Q2 2026, its #46 holding.
  • Fogel Capital Management first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Fogel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.