Junto Capital Management’s American Express AXP Stock Holding History

Junto 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	$104M	Buy	+307,858	New	+$98.6M	1.83%	19
2023 Q3	–	Sell	-528,329	Closed	-$92M	–	75
2023 Q2	$92M	Sell	528,329 -184,765	-26%	-$29.8M	2.33%	11
2023 Q1	$118M	Buy	713,094 +364,554	+105%	+$60.5M	3.26%	4
2022 Q4	$51.5M	Sell	348,540 -14,860	-4%	-$2.2M	1.46%	23
2022 Q3	$49M	Buy	363,400 +19,246	+6%	+$2.91M	1.36%	34
2022 Q2	$47.7M	Sell	344,154 -261,038	-43%	-$43.1M	1.41%	32
2022 Q1	$113M	Buy	+605,192	New	+$109M	3.11%	4
2021 Q4	–	Sell	-493,895	Closed	-$82.7M	–	68
2021 Q3	$82.7M	Buy	+493,895	New	+$82.6M	2.61%	9
2021 Q1	–	Sell	-263,712	Closed	-$31.9M	–	50
2020 Q4	$31.9M	Buy	+263,712	New	+$29.2M	1.04%	39
2019 Q3	–	Sell	-638,706	Closed	-$78.8M	–	41
2019 Q2	$78.8M	Sell	638,706 -113,963	-15%	-$13.4M	4.55%	5
2019 Q1	$82.3M	Buy	+752,669	New	+$79.1M	4.73%	1

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

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

Junto Capital Management opened a new position in American Express (AXP) in Q2 2026: 307,858 shares worth $104M. The stake represents 1.83% of the portfolio and ranks #19 among its holdings. This is a return to the name: Junto Capital Management previously reported a position in AXP as recently as Q2 2023.

Junto Capital Management first reported a position in AXP in Q1 2019 and has held it in 11 quarters since. The position peaked at $118M in Q1 2023. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Junto Capital Management held 307,858 shares of American Express worth $104M as of Q2 2026.
American Express was a new Junto Capital Management position in Q2 2026.
American Express made up 1.83% of Junto Capital Management's portfolio in Q2 2026, its #19 holding.
Junto Capital Management first reported a position in American Express in Q1 2019 and has held it in 11 quarters since.
Junto Capital Management's American Express position peaked at $118M in Q1 2023.
2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Junto Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.