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GLOBALT Investments’s American Express AXP Stock Holding History

GLOBALT Investments’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 		$2.15M Sell
6,362
-218
-3% -$69.8K 0.07% 114
2026
Q1 		$1.99M Buy
6,580
+41
+0.6% +$13.7K 0.07% 114
2025
Q4 		$2.42M Sell
6,539
-131
-2% -$46.9K 0.09% 108
2025
Q3 		$2.22M Sell
6,670
-40
-0.6% -$12.7K 0.08% 113
2025
Q2 		$2.14M Sell
6,710
-367
-5% -$103K 0.08% 116
2025
Q1 		$1.9M Sell
7,077
-126
-2% -$37.2K 0.08% 118
2024
Q4 		$2.14M Buy
7,203
+134
+2% +$38.5K 0.08% 119
2024
Q3 		$1.92M Sell
7,069
-582
-8% -$145K 0.07% 124
2024
Q2 		$1.77M Sell
7,651
-144
-2% -$33.3K 0.07% 125
2024
Q1 		$1.77M Sell
7,795
-282
-3% -$58.5K 0.07% 122
2023
Q4 		$1.51M Buy
+8,077
New +$1.3M 0.06% 125

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

GLOBALT Investments's AXP Position: Q2 2026 in Review

GLOBALT Investments reduced its American Express (AXP) stake by 3.3% in Q2 2026, selling an estimated $69.8K and leaving 6,362 shares worth $2.15M. The position accounts for 0.07% of the portfolio, ranked #114.

GLOBALT Investments first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.42M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • GLOBALT Investments held 6,362 shares of American Express worth $2.15M as of Q2 2026.
  • GLOBALT Investments sold 218 American Express shares in Q2 2026, an estimated $69.8K.
  • American Express made up 0.07% of GLOBALT Investments's portfolio in Q2 2026, its #114 holding.
  • GLOBALT Investments first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's American Express position peaked at $2.42M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.