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Legato Capital Management’s American Express AXP Stock Holding History

Legato 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 		$468K Sell
1,384
-520
-27% -$166K 0.04% 513
2026
Q1 		$576K Sell
1,904
-1,265
-40% -$424K 0.05% 511
2025
Q4 		$1.17M Buy
+3,169
New +$1.13M 0.1% 313

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

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

Legato Capital Management reduced its American Express (AXP) stake by 27% in Q2 2026, selling an estimated $166K and leaving 1,384 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #513.

Legato Capital Management first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 3,007 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Legato Capital Management held 1,384 shares of American Express worth $468K as of Q2 2026.
  • Legato Capital Management sold 520 American Express shares in Q2 2026, an estimated $166K.
  • American Express made up 0.04% of Legato Capital Management's portfolio in Q2 2026, its #513 holding.
  • Legato Capital Management first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Legato Capital Management's American Express position peaked at $1.17M in Q4 2025.
  • 3,007 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.