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JLB & Associates’s American Express AXP Stock Holding History

JLB & Associates’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 		$7.81M Buy
23,081
+465
+2% +$149K 1.04% 31
2026
Q1 		$6.84M Buy
22,616
+1,322
+6% +$443K 0.98% 36
2025
Q4 		$7.88M Buy
21,294
+1,802
+9% +$645K 1.06% 35
2025
Q3 		$6.47M Buy
19,492
+409
+2% +$130K 0.85% 36
2025
Q2 		$6.09M Buy
19,083
+465
+2% +$131K 0.85% 35
2025
Q1 		$5.01M Sell
18,618
-505
-3% -$149K 0.7% 41
2024
Q4 		$5.68M Sell
19,123
-790
-4% -$227K 0.77% 36
2024
Q3 		$5.4M Buy
19,913
+2,489
+14% +$620K 0.69% 38
2024
Q2 		$4.03M Buy
17,424
+5,168
+42% +$1.2M 0.54% 43
2024
Q1 		$2.79M Buy
12,256
+2,177
+22% +$451K 0.37% 57
2023
Q4 		$1.89M Buy
10,079
+3,059
+44% +$492K 0.27% 62
2023
Q3 		$1.05M Buy
7,020
+2,570
+58% +$420K 0.16% 65
2023
Q2 		$775K Buy
4,450
+29
+0.7% +$4.68K 0.11% 67
2023
Q1 		$729K Buy
4,421
+643
+17% +$107K 0.11% 64
2022
Q4 		$558K Buy
3,778
+226
+6% +$33.5K 0.09% 68
2022
Q3 		$479K Buy
3,552
+527
+17% +$79.8K 0.09% 67
2022
Q2 		$419K Buy
3,025
+468
+18% +$77.3K 0.07% 67
2022
Q1 		$478K Buy
2,557
+853
+50% +$154K 0.07% 68
2021
Q4 		$278K Buy
+1,704
New +$291K 0.04% 74

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

JLB & Associates's AXP Position: Q2 2026 in Review

JLB & Associates increased its American Express (AXP) stake by 2.1% in Q2 2026, buying an estimated $149K and bringing the position to 23,081 shares worth $7.81M. The position accounts for 1.04% of the portfolio, ranked #31.

JLB & Associates first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.88M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • JLB & Associates held 23,081 shares of American Express worth $7.81M as of Q2 2026.
  • JLB & Associates bought 465 American Express shares in Q2 2026, an estimated $149K.
  • American Express made up 1.04% of JLB & Associates's portfolio in Q2 2026, its #31 holding.
  • JLB & Associates first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • JLB & Associates's American Express position peaked at $7.88M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on JLB & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.