JB Capital’s American Express AXP Stock Holding History

JB Capital’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	$371K	Buy	1,097 +372	+51%	+$119K	0.01%	206
2026 Q1	$219K	Sell	725 -170	-19%	-$57K	0.01%	244
2025 Q4	$331K	Buy	895 +1	+0.1%	+$358	0.01%	207
2025 Q3	$297K	Sell	894 -1	-0.1%	-$318	0.01%	210
2025 Q2	$285K	Buy	895 +105	+13%	+$29.6K	0.01%	202
2025 Q1	$213K	Buy	+790	New	+$234K	0.01%	209
2022 Q3	–	Sell	-5,439	Closed	-$754K	–	163
2022 Q2	$754K	Buy	5,439 +576	+12%	+$95.1K	0.08%	127
2022 Q1	$910K	Buy	4,863 +560	+13%	+$101K	0.09%	115
2021 Q4	$704K	Buy	4,303 +1,015	+31%	+$173K	0.07%	141
2021 Q3	$551K	Buy	+3,288	New	+$550K	0.07%	165

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

JB Capital's AXP Position: Q2 2026 in Review

JB Capital increased its American Express (AXP) stake by 51% in Q2 2026, buying an estimated $119K and bringing the position to 1,097 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #206.

JB Capital first reported a position in AXP in Q3 2021 and has held it in 10 quarters since. The position peaked at $910K in Q1 2022. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

JB Capital held 1,097 shares of American Express worth $371K as of Q2 2026.
JB Capital bought 372 American Express shares in Q2 2026, an estimated $119K.
American Express made up 0.01% of JB Capital's portfolio in Q2 2026, its #206 holding.
JB Capital first reported a position in American Express in Q3 2021 and has held it in 10 quarters since.
JB Capital's American Express position peaked at $910K in Q1 2022.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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