Knollwood Investment Advisory’s American Express AXP Stock Holding History

Knollwood Investment Advisory’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	$271K	Hold	800	–	–	0.02%	238
2026 Q1	$242K	Hold	800	–	–	0.02%	283
2025 Q4	$296K	Hold	800	–	–	0.03%	279
2025 Q3	$266K	Hold	800	–	–	0.02%	323
2025 Q2	$255K	Hold	800	–	–	0.02%	329
2025 Q1	$215K	Hold	800	–	–	0.02%	347
2024 Q4	$237K	Hold	800	–	–	0.02%	335
2024 Q3	$217K	Buy	+800	New	+$199K	0.02%	349

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's AXP Position: Q2 2026 in Review

Knollwood Investment Advisory held its American Express (AXP) position steady in Q2 2026 at 800 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #238.

Knollwood Investment Advisory first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $296K in Q4 2025. 3,017 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Knollwood Investment Advisory held 800 shares of American Express worth $271K as of Q2 2026.
Knollwood Investment Advisory left its American Express share count unchanged in Q2 2026.
American Express made up 0.02% of Knollwood Investment Advisory's portfolio in Q2 2026, its #238 holding.
Knollwood Investment Advisory first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
Knollwood Investment Advisory's American Express position peaked at $296K in Q4 2025.
3,017 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.