Gleason Group’s American Express AXP Stock Holding History

Gleason Group’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	$131K	Buy	388 +34	+10%	+$10.9K	0.01%	89
2026 Q1	$107K	Buy	354 +1	+0.3%	+$335	0.01%	89
2025 Q4	$131K	Buy	353 +10	+3%	+$3.58K	0.01%	82
2025 Q3	$114K	Buy	343 +1	+0.3%	+$318	0.01%	82
2025 Q2	$109K	Buy	342 +1	+0.3%	+$281	0.01%	83
2025 Q1	$91.7K	Buy	341 +1	+0.3%	+$296	0.02%	88
2024 Q4	$101K	Sell	340 -69	-17%	-$19.8K	0.02%	81
2024 Q3	$111K	Buy	409 +1	+0.2%	+$249	0.02%	82
2024 Q2	$94.4K	Buy	408 +1	+0.2%	+$232	0.02%	90
2024 Q1	$92.6K	Buy	407 +2	+0.5%	+$415	0.02%	90
2023 Q4	$76K	Buy	405 +1	+0.2%	+$161	0.02%	96
2023 Q3	$60.3K	Buy	404 +2	+0.5%	+$327	0.02%	110
2023 Q2	$70.1K	Buy	402 +1	+0.2%	+$161	0.02%	103
2023 Q1	$66.1K	Buy	401 +1	+0.3%	+$166	0.02%	101
2022 Q4	$59K	Buy	400 +2	+0.5%	+$296	0.02%	104
2022 Q3	$54K	Buy	398 +2	+0.5%	+$303	0.02%	108
2022 Q2	$55K	Buy	396 +1	+0.3%	+$165	0.02%	109
2022 Q1	$74K	Buy	395 +1	+0.3%	+$181	0.02%	101
2021 Q4	$65K	Buy	394 +1	+0.3%	+$171	0.02%	102
2021 Q3	$66K	Buy	393 +1	+0.3%	+$167	0.02%	99
2021 Q2	$65K	Buy	392 +1	+0.3%	+$157	0.02%	98
2021 Q1	$55K	Buy	391 +1	+0.3%	+$132	0.02%	99
2020 Q4	$47K	Buy	390 +1	+0.3%	+$111	0.02%	97
2020 Q3	$39K	Buy	389 +2	+0.5%	+$197	0.02%	97
2020 Q2	$37K	Buy	387 +2	+0.5%	+$184	0.02%	98
2020 Q1	$33K	Buy	385 +1	+0.3%	+$116	0.03%	96
2019 Q4	$48K	Buy	+384	New	+$45.9K	0.03%	100

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

Gleason Group's AXP Position: Q2 2026 in Review

Gleason Group increased its American Express (AXP) stake by 9.6% in Q2 2026, buying an estimated $10.9K and bringing the position to 388 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #89.

Gleason Group first reported a position in AXP in Q4 2019 and has held it in 27 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Gleason Group held 388 shares of American Express worth $131K as of Q2 2026.
Gleason Group bought 34 American Express shares in Q2 2026, an estimated $10.9K.
American Express made up 0.01% of Gleason Group's portfolio in Q2 2026, its #89 holding.
Gleason Group first reported a position in American Express in Q4 2019 and has held it in 27 quarters since.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.