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
2026 Q2	–	Sell	-10,400	Closed	-$3.15M	–	305
2026 Q1	$3.15M	Buy	+10,400	New	+$3.49M	0.08%	179
2024 Q3	–	Sell	-213	Closed	-$4.93M	–	344
2024 Q2	$4.93M	Buy	+213	New	+$49.3K	0.11%	197
2024 Q1	–	Sell	-550	Closed	-$10.3M	–	294
2023 Q4	$10.3M	Sell	550 -250	-31%	-$40.2K	0.29%	102
2023 Q3	$11.9M	Buy	+800	New	+$131K	0.36%	75
2023 Q2	–	Sell	-25,000	Closed	-$4.12M	–	262
2023 Q1	$4.12M	Buy	+25,000	New	+$4.15M	0.16%	143
2022 Q2	–	Sell	-25,000	Closed	-$4.67M	–	267
2022 Q1	$4.67M	Buy	+25,000	New	+$4.51M	0.23%	112
2021 Q3	–	Sell	-30,000	Closed	-$4.96M	–	299
2021 Q2	$4.96M	Buy	+30,000	New	+$4.7M	0.2%	129
2020 Q1	–	Sell	-60,000	Closed	-$7.47M	–	187
2019 Q4	$7.47M	Hold	60,000	–	–	0.27%	105
2019 Q3	$7.1M	Buy	+60,000	New	+$7.36M	0.28%	103
2018 Q1	–	Sell	-75,000	Closed	-$7.45M	–	202
2017 Q4	$7.45M	Buy	+75,000	New	+$7.14M	0.31%	92
2017 Q1	–	Sell	-50,000	Closed	-$3.7M	–	178
2016 Q4	$3.7M	Buy	50,000 +5,000	+11%	+$346K	0.22%	110
2016 Q3	$2.88M	Buy	+45,000	New	+$2.89M	0.18%	111

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.