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Gallagher Fiduciary Advisors’s American Express AXP Stock Holding History

Gallagher Fiduciary Advisors’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 		$270K Buy
799
+1
+0.1% +$320 0.01% 309
2026
Q1 		$241K Buy
798
+8
+1% +$2.68K 0.01% 294
2025
Q4 		$292K Buy
790
+8
+1% +$2.86K 0.01% 274
2025
Q3 		$260K Sell
782
-208
-21% -$66.2K 0.01% 268
2025
Q2 		$316K Sell
990
-121
-11% -$34.1K 0.01% 245
2025
Q1 		$299K Sell
1,111
-119
-10% -$35.2K 0.01% 240
2024
Q4 		$365K Buy
+1,230
New +$353K 0.07% 192

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

Gallagher Fiduciary Advisors's AXP Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its American Express (AXP) stake by 0.13% in Q2 2026, buying an estimated $320 and bringing the position to 799 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #309.

Gallagher Fiduciary Advisors first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $365K in Q4 2024. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Gallagher Fiduciary Advisors held 799 shares of American Express worth $270K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 1 American Express share in Q2 2026, an estimated $320.
  • American Express made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #309 holding.
  • Gallagher Fiduciary Advisors first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Gallagher Fiduciary Advisors's American Express position peaked at $365K in Q4 2024.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.