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Limestone Investment Advisors’s American Express AXP Stock Holding History

Limestone Investment 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 		$2.98M Sell
8,800
-3,100
-26% -$993K 0.22% 86
2026
Q1 		$3.6M Buy
11,900
+5,100
+75% +$1.71M 0.29% 57
2025
Q4 		$2.52M Buy
6,800
+800
+13% +$286K 0.24% 80
2025
Q3 		$1.99M Sell
6,000
-3,000
-33% -$954K 0.16% 112
2025
Q2 		$2.87M Buy
+9,000
New +$2.53M 0.25% 85

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

Limestone Investment Advisors's AXP Position: Q2 2026 in Review

Limestone Investment Advisors sold out of American Express (AXP) in Q2 2026, closing a stake of 2,087 shares — an estimated $668K sold.

Limestone Investment Advisors first reported a position in AXP in Q1 2026 and held it in 1 quarter. The position peaked at $631K in Q1 2026. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Limestone Investment Advisors reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 2,087 American Express shares in Q2 2026, an estimated $668K.
  • Limestone Investment Advisors first reported a position in American Express in Q1 2026 and held it in 1 quarter.
  • Limestone Investment Advisors's American Express position peaked at $631K in Q1 2026.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.