Legacy Bridge’s American Express AXP Stock Holding History

Legacy Bridge’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	$216K	Hold	640	–	–	0.07%	154
2026 Q1	$194K	Sell	640 -55	-8%	-$18.4K	0.07%	146
2025 Q4	$257K	Buy	695 +55	+9%	+$19.7K	0.1%	131
2025 Q3	$213K	Hold	640	–	–	0.09%	136
2025 Q2	$204K	Hold	640	–	–	0.1%	132
2025 Q1	$172K	Hold	640	–	–	0.1%	137
2024 Q4	$190K	Hold	640	–	–	0.1%	136
2024 Q3	$174K	Hold	640	–	–	0.09%	145
2024 Q2	$148K	Hold	640	–	–	0.09%	141
2024 Q1	$146K	Hold	640	–	–	0.09%	154
2023 Q4	$120K	Sell	640 -225	-26%	-$36.2K	0.08%	159
2023 Q3	$129K	Hold	865	–	–	0.09%	152
2023 Q2	$151K	Hold	865	–	–	0.1%	151
2023 Q1	$143K	Hold	865	–	–	0.1%	151
2022 Q4	$128K	Hold	865	–	–	0.09%	152
2022 Q3	$117K	Hold	865	–	–	0.09%	149
2022 Q2	$120K	Hold	865	–	–	0.09%	156
2022 Q1	$162K	Sell	865 -135	-14%	-$24.4K	0.09%	153
2021 Q4	$164K	Hold	1,000	–	–	0.09%	155
2021 Q3	$168K	Hold	1,000	–	–	0.1%	151
2021 Q2	$165K	Hold	1,000	–	–	0.09%	152
2021 Q1	$141K	Hold	1,000	–	–	0.09%	150
2020 Q4	$121K	Hold	1,000	–	–	0.09%	153
2020 Q3	$100K	Hold	1,000	–	–	0.09%	149
2020 Q2	$95K	Hold	1,000	–	–	0.1%	144
2020 Q1	$86K	Sell	1,000 -190	-16%	-$22.1K	0.11%	145
2019 Q4	$148K	Hold	1,190	–	–	0.12%	149
2019 Q3	$141K	Hold	1,190	–	–	0.13%	143
2019 Q2	$147K	Hold	1,190	–	–	0.14%	141
2019 Q1	$130K	Buy	1,190 +190	+19%	+$20K	0.13%	144
2018 Q4	$95K	Buy	+1,000	New	+$105K	0.12%	146

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

Legacy Bridge's AXP Position: Q2 2026 in Review

Legacy Bridge held its American Express (AXP) position steady in Q2 2026 at 640 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #154.

Legacy Bridge first reported a position in AXP in Q4 2018 and has held it in 31 quarters since. The position peaked at $257K in Q4 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Legacy Bridge held 640 shares of American Express worth $216K as of Q2 2026.
Legacy Bridge left its American Express share count unchanged in Q2 2026.
American Express made up 0.07% of Legacy Bridge's portfolio in Q2 2026, its #154 holding.
Legacy Bridge first reported a position in American Express in Q4 2018 and has held it in 31 quarters since.
Legacy Bridge's American Express position peaked at $257K in Q4 2025.
3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.