Guy Spier’s American Express AXP Stock Holding History

Guy Spier’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	$22M	Hold	65,000	–	–	15.26%	3
2026 Q1	$19.7M	Hold	65,000	–	–	14.53%	4
2025 Q4	$24M	Sell	65,000 -145,000	-69%	-$51.9M	16.3%	2
2025 Q3	$69.8M	Hold	210,000	–	–	21.98%	2
2025 Q2	$67M	Hold	210,000	–	–	21.62%	2
2025 Q1	$56.5M	Hold	210,000	–	–	19.24%	2
2024 Q4	$62.3M	Hold	210,000	–	–	21.67%	2
2024 Q3	$57M	Hold	210,000	–	–	19.94%	2
2024 Q2	$48.6M	Hold	210,000	–	–	18.52%	2
2024 Q1	$47.8M	Hold	210,000	–	–	18.25%	2
2023 Q4	$39.3M	Hold	210,000	–	–	17.2%	2
2023 Q3	$31.3M	Hold	210,000	–	–	15.45%	2
2023 Q2	$36.6M	Hold	210,000	–	–	17.44%	2
2023 Q1	$34.5M	Hold	210,000	–	–	17.82%	2
2022 Q4	$31M	Hold	210,000	–	–	16.69%	2
2022 Q3	$28.3M	Buy	+210,000	New	+$31.8M	17.24%	2

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

Guy Spier's AXP Position: Q2 2026 in Review

Guy Spier held its American Express (AXP) position steady in Q2 2026 at 65,000 shares worth $22M. The position accounts for 15.26% of the portfolio, ranked #3.

Guy Spier first reported a position in AXP in Q3 2022 and has held it in 16 quarters since. The position peaked at $69.8M in Q3 2025. 2,989 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Guy Spier held 65,000 shares of American Express worth $22M as of Q2 2026.
Guy Spier left its American Express share count unchanged in Q2 2026.
American Express made up 15.26% of Guy Spier's portfolio in Q2 2026, its #3 holding.
Guy Spier first reported a position in American Express in Q3 2022 and has held it in 16 quarters since.
Guy Spier's American Express position peaked at $69.8M in Q3 2025.
2,989 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Aquamarine Zurich's 13F filing for Q2 2026, filed 10 Jul 2026.