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Letson Investment Management’s American Express AXP Stock Holding History

Letson Investment 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 		$10.6M Sell
31,240
-202
-0.6% -$64.7K 3.88% 5
2026
Q1 		$9.51M Sell
31,442
-421
-1% -$141K 3.65% 6
2025
Q4 		$11.8M Sell
31,863
-136
-0.4% -$48.7K 4.32% 5
2025
Q3 		$10.6M Buy
31,999
+164
+0.5% +$52.2K 3.81% 6
2025
Q2 		$10.2M Sell
31,835
-12
-0% -$3.38K 4.01% 6
2025
Q1 		$8.57M Hold
31,847
– – 3.46% 6
2024
Q4 		$9.45M Hold
31,847
– – 3.82% 6
2024
Q3 		$8.64M Hold
31,847
– – 3.39% 6
2024
Q2 		$7.37M Hold
31,847
– – 3.26% 6
2024
Q1 		$7.25M Buy
31,847
+25
+0.1% +$5.18K 3.07% 9
2023
Q4 		$5.96M Buy
+31,822
New +$5.12M 2.77% 9

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

Letson Investment Management's AXP Position: Q2 2026 in Review

Letson Investment Management reduced its American Express (AXP) stake by 0.64% in Q2 2026, selling an estimated $64.7K and leaving 31,240 shares worth $10.6M. The position accounts for 3.88% of the portfolio, ranked #5.

Letson Investment Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.8M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Letson Investment Management held 31,240 shares of American Express worth $10.6M as of Q2 2026.
  • Letson Investment Management sold 202 American Express shares in Q2 2026, an estimated $64.7K.
  • American Express made up 3.88% of Letson Investment Management's portfolio in Q2 2026, its #5 holding.
  • Letson Investment Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Letson Investment Management's American Express position peaked at $11.8M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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