Glass Jacobson Investment Advisors’s American Express AXP Stock Holding History

Glass Jacobson Investment 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	$338K	Hold	1,000	–	–	0.11%	156
2026 Q1	$302K	Hold	1,000	–	–	0.1%	156
2025 Q4	$370K	Hold	1,000	–	–	0.13%	136
2025 Q3	$332K	Hold	1,000	–	–	0.12%	146
2025 Q2	$319K	Sell	1,000 -85	-8%	-$23.9K	0.12%	144
2025 Q1	$322K	Hold	1,085	–	–	0.11%	188
2024 Q4	$322K	Hold	1,085	–	–	0.11%	188
2024 Q3	$294K	Hold	1,085	–	–	0.1%	192
2024 Q2	$251K	Hold	1,085	–	–	0.09%	193
2024 Q1	$247K	Hold	1,085	–	–	0.09%	195
2023 Q4	$203K	Sell	1,085 -107	-9%	-$17.2K	0.08%	203
2023 Q3	$178K	Hold	1,192	–	–	0.08%	213
2023 Q2	$208K	Buy	+1,192	New	+$192K	0.1%	191
2022 Q4	$160K	Buy	+1,085	New	+$161K	0.08%	210

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 $3.38T AUM 44.17% 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

Glass Jacobson Investment Advisors's AXP Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its American Express (AXP) position steady in Q2 2026 at 1,000 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #156.

Glass Jacobson Investment Advisors first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $370K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Glass Jacobson Investment Advisors held 1,000 shares of American Express worth $338K as of Q2 2026.
Glass Jacobson Investment Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.11% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #156 holding.
Glass Jacobson Investment Advisors first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's American Express position peaked at $370K in Q4 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.