FORA Capital’s American Express AXP Stock Holding History

FORA Capital’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	$503K	Sell	1,488 -12,626	-89%	-$4.04M	0.03%	268
2026 Q1	$4.27M	Buy	+14,114	New	+$4.73M	0.31%	97
2024 Q3	–	Sell	-31,639	Closed	-$7.33M	–	441
2024 Q2	$7.33M	Buy	+31,639	New	+$7.33M	0.89%	20
2023 Q4	–	Sell	-67,611	Closed	-$10.1M	–	436
2023 Q3	$10.1M	Buy	+67,611	New	+$11.1M	0.89%	22
2022 Q4	–	Sell	-17,278	Closed	-$2.33M	–	463
2022 Q3	$2.33M	Sell	17,278 -4,798	-22%	-$726K	0.45%	55
2022 Q2	$3.06M	Buy	+22,076	New	+$3.65M	0.61%	40
2021 Q3	–	Sell	-12,095	Closed	-$2M	–	391
2021 Q2	$2M	Buy	+12,095	New	+$1.89M	0.37%	67
2021 Q1	–	Sell	-11,217	Closed	-$1.36M	–	774
2020 Q4	$1.36M	Buy	+11,217	New	+$1.24M	0.21%	112
2020 Q3	–	Sell	-4,309	Closed	-$410K	–	663
2020 Q2	$410K	Sell	4,309 -17,445	-80%	-$1.61M	0.14%	190
2020 Q1	$1.86M	Buy	21,754 +20,185	+1,286%	+$2.35M	0.4%	49
2019 Q4	$195K	Buy	+1,569	New	+$188K	0.02%	624

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

FORA Capital's AXP Position: Q2 2026 in Review

FORA Capital reduced its American Express (AXP) stake by 89% in Q2 2026, selling an estimated $4.04M and leaving 1,488 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #268.

FORA Capital first reported a position in AXP in Q4 2019 and has held it in 11 quarters since. The position peaked at $10.1M in Q3 2023. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

FORA Capital held 1,488 shares of American Express worth $503K as of Q2 2026.
FORA Capital sold 12,626 American Express shares in Q2 2026, an estimated $4.04M.
American Express made up 0.03% of FORA Capital's portfolio in Q2 2026, its #268 holding.
FORA Capital first reported a position in American Express in Q4 2019 and has held it in 11 quarters since.
FORA Capital's American Express position peaked at $10.1M in Q3 2023.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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