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Freestone Capital Holdings’s American Express AXP Stock Holding History

Freestone Capital Holdings’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
2018
Q3 		– Sell
-300
Closed -$29.4M – 393
2018
Q2 		$29.4M Sell
300
-200
-40% -$19.7K 0.18% 11
2018
Q1 		$46.6M Buy
+500
New +$48.4K 2.72% 2

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

Freestone Capital Holdings's AXP Position: Q2 2026 in Review

Freestone Capital Holdings reduced its American Express (AXP) stake by 0.61% in Q2 2026, selling an estimated $46.1K and leaving 23,353 shares worth $7.9M. The position accounts for 0.2% of the portfolio, ranked #74.

Freestone Capital Holdings first reported a position in AXP in Q2 2013 and has held it in 47 quarters since. The position peaked at $8.7M in Q4 2025. 3,007 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Freestone Capital Holdings held 23,353 shares of American Express worth $7.9M as of Q2 2026.
  • Freestone Capital Holdings sold 144 American Express shares in Q2 2026, an estimated $46.1K.
  • American Express made up 0.2% of Freestone Capital Holdings's portfolio in Q2 2026, its #74 holding.
  • Freestone Capital Holdings first reported a position in American Express in Q2 2013 and has held it in 47 quarters since.
  • Freestone Capital Holdings's American Express position peaked at $8.7M in Q4 2025.
  • 3,007 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.