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Itau Unibanco Holding S.A.’s American Express AXP Stock Holding History

Itau Unibanco Holding S.A.’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 		$355K Buy
+1,050
New +$336K 0.01% 214
2025
Q4 		– Sell
-541
Closed -$180K – 356
2025
Q3 		$180K Sell
541
-19
-3% -$6.04K 0.01% 180
2025
Q2 		$179K Sell
560
-71
-11% -$20K 0.01% 178
2025
Q1 		$170K Sell
631
-69
-10% -$20.4K 0.01% 191
2024
Q4 		$208K Buy
700
+560
+400% +$161K 0.01% 176
2024
Q3 		$38K Buy
+140
New +$34.9K ﹤0.01% 206
2022
Q4 		– Sell
-596
Closed -$80K – 514
2022
Q3 		$80K Buy
+596
New +$90.2K ﹤0.01% 349
2020
Q2 		– Sell
-628
Closed -$54K – 163
2020
Q1 		$54K Buy
+628
New +$73.1K ﹤0.01% 241
2019
Q4 		– Sell
-2,099
Closed -$258K – 889
2019
Q3 		$258K Hold
2,099
– – 0.01% 155
2019
Q2 		$258K Sell
2,099
-1,502
-42% -$176K 0.01% 495
2019
Q1 		$334K Hold
3,601
– – 0.02% 137
2018
Q4 		$334K Buy
3,601
+152
+4% +$15.9K 0.02% 137
2018
Q3 		$367K Sell
3,449
-2,027
-37% -$211K 0.02% 153
2018
Q2 		$536K Buy
5,476
+1,601
+41% +$157K 0.06% 97
2018
Q1 		$361K Buy
3,875
+1,860
+92% +$180K ﹤0.01% 262
2017
Q4 		$200K Buy
2,015
+245
+14% +$23.3K 0.01% 273
2017
Q3 		$507K Sell
1,770
-5,058
-74% -$435K 0.03% 286
2017
Q2 		$575K Buy
6,828
+5,908
+642% +$467K 0.07% 101
2017
Q1 		$73K Buy
920
+130
+16% +$10.2K 0.01% 153
2016
Q4 		$59K Buy
+790
New +$54.7K 0.01% 189

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

Itau Unibanco Holding S.A.'s AXP Position: Q2 2026 in Review

Itau Unibanco Holding S.A. opened a new position in American Express (AXP) in Q2 2026: 1,050 shares worth $355K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings. This is a return to the name: Itau Unibanco Holding S.A. previously reported a position in AXP as recently as Q3 2025.

Itau Unibanco Holding S.A. first reported a position in AXP in Q4 2016 and has held it in 20 quarters since. The position peaked at $575K in Q2 2017. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Itau Unibanco Holding S.A. held 1,050 shares of American Express worth $355K as of Q2 2026.
  • American Express was a new Itau Unibanco Holding S.A. position in Q2 2026.
  • American Express made up 0.01% of Itau Unibanco Holding S.A.'s portfolio in Q2 2026, its #214 holding.
  • Itau Unibanco Holding S.A. first reported a position in American Express in Q4 2016 and has held it in 20 quarters since.
  • Itau Unibanco Holding S.A.'s American Express position peaked at $575K in Q2 2017.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.