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Jacobsen Capital Management’s American Express AXP Stock Holding History

Jacobsen Capital Management’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 		$310K Buy
916
+16
+2% +$5.12K 0.09% 86
2026
Q1 		$272K Buy
900
+114
+15% +$38.2K 0.09% 89
2025
Q4 		$291K Sell
786
-169
-18% -$60.5K 0.1% 87
2025
Q3 		$317K Buy
955
+3
+0.3% +$954 0.11% 77
2025
Q2 		$304K Buy
952
+102
+12% +$28.7K 0.11% 75
2025
Q1 		$229K Buy
850
+23
+3% +$6.8K 0.1% 87
2024
Q4 		$245K Hold
827
– – 0.1% 77
2024
Q3 		$224K Buy
+827
New +$206K 0.09% 91

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

Jacobsen Capital Management's AXP Position: Q2 2026 in Review

Jacobsen Capital Management increased its American Express (AXP) stake by 1.8% in Q2 2026, buying an estimated $5.12K and bringing the position to 916 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #86.

Jacobsen Capital Management first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $317K in Q3 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Jacobsen Capital Management held 916 shares of American Express worth $310K as of Q2 2026.
  • Jacobsen Capital Management bought 16 American Express shares in Q2 2026, an estimated $5.12K.
  • American Express made up 0.09% of Jacobsen Capital Management's portfolio in Q2 2026, its #86 holding.
  • Jacobsen Capital Management first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Jacobsen Capital Management's American Express position peaked at $317K in Q3 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.