Interval Partners’s American Express AXP Stock Holding History

Interval Partners’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
2021 Q1	–	Sell	-45,000	Closed	-$5.44M	–	255
2020 Q4	$5.44M	Buy	+45,000	New	+$4.98M	0.23%	99
2020 Q3	–	Sell	-30,000	Closed	-$2.86M	–	247
2020 Q2	$2.86M	Buy	+30,000	New	+$2.76M	0.18%	116
2019 Q3	–	Sell	-30,000	Closed	-$3.7M	–	199
2019 Q2	$3.7M	Buy	+30,000	New	+$3.52M	0.15%	133
2018 Q3	–	Sell	-80,000	Closed	-$7.84M	–	180
2018 Q2	$7.84M	Buy	80,000 +30,000	+60%	+$2.95M	0.29%	100
2018 Q1	$4.66M	Buy	+50,000	New	+$4.84M	0.21%	122
2016 Q4	–	Sell	-235,000	Closed	-$15M	–	164
2016 Q3	$15M	Buy	+235,000	New	+$15.1M	0.96%	30
2016 Q2	–	Sell	-10,000	Closed	-$614K	–	140
2016 Q1	$614K	Sell	10,000 -47,800	-83%	-$2.78M	0.05%	143
2015 Q4	$4.02M	Buy	+57,800	New	+$4.21M	0.38%	69
2015 Q3	–	Sell	-89,900	Closed	-$6.99M	–	145
2015 Q2	$6.99M	Buy	89,900 +64,600	+255%	+$5.12M	0.75%	40
2015 Q1	$1.98M	Buy	+25,300	New	+$2.1M	0.25%	78

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

Interval Partners's AXP Position: Q2 2026 in Review

Interval Partners increased its American Express (AXP) stake by 123% in Q2 2026, buying an estimated $15.2M and bringing the position to 85,851 shares worth $29M. The position accounts for 0.75% of the portfolio, ranked #37.

Interval Partners first reported a position in AXP in Q1 2015 and has held it in 28 quarters since. The position peaked at $38.4M in Q4 2019. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Interval Partners held 85,851 shares of American Express worth $29M as of Q2 2026.
Interval Partners bought 47,346 American Express shares in Q2 2026, an estimated $15.2M.
American Express made up 0.75% of Interval Partners's portfolio in Q2 2026, its #37 holding.
Interval Partners first reported a position in American Express in Q1 2015 and has held it in 28 quarters since.
Interval Partners's American Express position peaked at $38.4M in Q4 2019.
2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.