Legacy Edge Advisors’s American Express AXP Stock Holding History

Legacy Edge Advisors’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	$1.96M	Sell	5,791 -64	-1%	-$20.5K	0.18%	71
2026 Q1	$1.77M	Sell	5,855 -42	-0.7%	-$14.1K	0.19%	66
2025 Q4	$2.18M	Sell	5,897 -145	-2%	-$51.9K	0.24%	53
2025 Q3	$2.01M	Sell	6,042 -250	-4%	-$79.5K	0.24%	55
2025 Q2	$2.01M	Sell	6,292 -51	-0.8%	-$14.4K	0.27%	51
2025 Q1	$1.71M	Buy	6,343 +362	+6%	+$107K	0.27%	47
2024 Q4	$1.78M	Sell	5,981 -663	-10%	-$190K	0.28%	47
2024 Q3	$1.8M	Sell	6,644 -199	-3%	-$49.6K	0.29%	46
2024 Q2	$1.58M	Buy	6,843 +1,266	+23%	+$293K	0.29%	47
2024 Q1	$1.27M	Buy	5,577 +430	+8%	+$89.2K	0.26%	54
2023 Q4	$964K	Buy	+5,147	New	+$829K	0.22%	65

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

Legacy Edge Advisors's AXP Position: Q2 2026 in Review

Legacy Edge Advisors reduced its American Express (AXP) stake by 1.1% in Q2 2026, selling an estimated $20.5K and leaving 5,791 shares worth $1.96M. The position accounts for 0.18% of the portfolio, ranked #71.

Legacy Edge Advisors first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q4 2025. 3,017 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Legacy Edge Advisors held 5,791 shares of American Express worth $1.96M as of Q2 2026.
Legacy Edge Advisors sold 64 American Express shares in Q2 2026, an estimated $20.5K.
American Express made up 0.18% of Legacy Edge Advisors's portfolio in Q2 2026, its #71 holding.
Legacy Edge Advisors first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's American Express position peaked at $2.18M in Q4 2025.
3,017 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.