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James J. Burns & Company’s American Express AXP Stock Holding History

James J. Burns & Company’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 		$390K Hold
1,153
– – 0.04% 115
2026
Q1 		$349K Sell
1,153
-200
-15% -$67.1K 0.05% 111
2025
Q4 		$500K Sell
1,353
-100
-7% -$35.8K 0.07% 97
2025
Q3 		$483K Hold
1,453
– – 0.07% 93
2025
Q2 		$463K Sell
1,453
-2
-0.1% -$563 0.08% 89
2025
Q1 		$391K Hold
1,455
– – 0.07% 97
2024
Q4 		$432K Buy
1,455
+296
+26% +$85K 0.08% 94
2024
Q3 		$315K Hold
1,159
– – 0.06% 104
2024
Q2 		$268K Buy
+1,159
New +$268K 0.05% 108
2024
Q1 		– Sell
-1,135
Closed -$213K – 87
2023
Q4 		$213K Buy
+1,135
New +$183K 0.05% 115

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 $3.38T AUM 44.17% 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

James J. Burns & Company's AXP Position: Q2 2026 in Review

James J. Burns & Company held its American Express (AXP) position steady in Q2 2026 at 1,153 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #115.

James J. Burns & Company first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $500K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • James J. Burns & Company held 1,153 shares of American Express worth $390K as of Q2 2026.
  • James J. Burns & Company left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.04% of James J. Burns & Company's portfolio in Q2 2026, its #115 holding.
  • James J. Burns & Company first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • James J. Burns & Company's American Express position peaked at $500K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.