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INVST’s American Express AXP Stock Holding History

INVST’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 		$1.34M Buy
3,958
+128
+3% +$41K 0.13% 123
2026
Q1 		$1.16M Sell
3,830
-688
-15% -$231K 0.13% 122
2025
Q4 		$1.67M Sell
4,518
-890
-16% -$318K 0.18% 96
2025
Q3 		$1.8M Sell
5,408
-76
-1% -$24.2K 0.2% 91
2025
Q2 		$1.75M Sell
5,484
-133
-2% -$37.4K 0.22% 84
2025
Q1 		$1.51M Sell
5,617
-3,433
-38% -$1.01M 0.21% 90
2024
Q4 		$2.69M Buy
9,050
+81
+0.9% +$23.3K 0.33% 59
2024
Q3 		$2.43M Sell
8,969
-52
-0.6% -$12.9K 0.29% 63
2024
Q2 		$2.11M Buy
9,021
+313
+4% +$72.5K 0.23% 66
2024
Q1 		$1.98M Buy
8,708
+186
+2% +$38.6K 0.24% 69
2023
Q4 		$1.75M Sell
8,522
-453
-5% -$72.9K 0.22% 68
2023
Q3 		$1.34M Buy
8,975
+498
+6% +$81.5K 0.19% 75
2023
Q2 		$1.48M Sell
8,477
-69
-0.8% -$11.1K 0.21% 58
2023
Q1 		$1.35M Buy
8,546
+41
+0.5% +$6.8K 0.21% 65
2022
Q4 		$1.49M Sell
8,505
-451
-5% -$66.8K 0.23% 59
2022
Q3 		$1.23M Buy
8,956
+314
+4% +$47.5K 0.21% 61
2022
Q2 		$1.4M Buy
8,642
+51
+0.6% +$8.42K 0.22% 61
2022
Q1 		$1.38M Buy
8,591
+381
+5% +$68.8K 0.23% 61
2021
Q4 		$1.55M Sell
8,210
-1,473
-15% -$251K 0.24% 59
2021
Q3 		$1.62M Buy
9,683
+948
+11% +$159K 0.26% 59
2021
Q2 		$1.49M Buy
8,735
+630
+8% +$98.7K 0.24% 56
2021
Q1 		$1.24M Buy
8,105
+1,226
+18% +$162K 0.22% 63
2020
Q4 		$832K Buy
6,879
+2,189
+47% +$242K 0.15% 76
2020
Q3 		$475K Buy
4,690
+531
+13% +$52.2K 0.11% 80
2020
Q2 		$391K Buy
+4,159
New +$383K 0.12% 84

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

INVST's AXP Position: Q2 2026 in Review

INVST increased its American Express (AXP) stake by 3.3% in Q2 2026, buying an estimated $41K and bringing the position to 3,958 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #123.

INVST first reported a position in AXP in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.69M in Q4 2024. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • INVST held 3,958 shares of American Express worth $1.34M as of Q2 2026.
  • INVST bought 128 American Express shares in Q2 2026, an estimated $41K.
  • American Express made up 0.13% of INVST's portfolio in Q2 2026, its #123 holding.
  • INVST first reported a position in American Express in Q2 2020 and has held it in 25 quarters since.
  • INVST's American Express position peaked at $2.69M in Q4 2024.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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