Holderness Investments Company’s American Express AXP Stock Holding History

Holderness Investments Company’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	$2.65M	Buy	7,822 +1	+0%	+$320	0.44%	56
2026 Q1	$2.37M	Sell	7,821 -144	-2%	-$48.3K	0.48%	59
2025 Q4	$2.95M	Buy	7,965 +208	+3%	+$74.4K	0.6%	41
2025 Q3	$2.58M	Buy	7,757 +1	+0%	+$318	0.53%	50
2025 Q2	$2.47M	Buy	7,756 +22	+0.3%	+$6.19K	0.53%	49
2025 Q1	$2.08M	Sell	7,734 -16	-0.2%	-$4.73K	0.49%	54
2024 Q4	$2.3M	Buy	7,750 +40	+0.5%	+$11.5K	0.51%	50
2024 Q3	$2.09M	Buy	7,710 +218	+3%	+$54.3K	0.46%	57
2024 Q2	$1.73M	Buy	7,492 +100	+1%	+$23.2K	0.41%	63
2024 Q1	$1.68M	Sell	7,392 -40	-0.5%	-$8.29K	0.41%	64
2023 Q4	$1.39M	Buy	+7,432	New	+$1.2M	0.38%	68

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

Holderness Investments Company's AXP Position: Q2 2026 in Review

Holderness Investments Company increased its American Express (AXP) stake by 0.01% in Q2 2026, buying an estimated $320 and bringing the position to 7,822 shares worth $2.65M. The position accounts for 0.44% of the portfolio, ranked #56.

Holderness Investments Company first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.95M in Q4 2025. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Holderness Investments Company held 7,822 shares of American Express worth $2.65M as of Q2 2026.
Holderness Investments Company bought 1 American Express share in Q2 2026, an estimated $320.
American Express made up 0.44% of Holderness Investments Company's portfolio in Q2 2026, its #56 holding.
Holderness Investments Company first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Holderness Investments Company's American Express position peaked at $2.95M in Q4 2025.
3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Holderness Investments Company's 13F filing for Q2 2026, filed 12 Aug 2026.