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Longbow Finance’s American Express AXP Stock Holding History

Longbow Finance’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 		$16.1M Buy
+47,463
New +$15.2M 2.05% 12
2026
Q1 		– Sell
-16,524
Closed -$6.11M – 57
2025
Q4 		$6.11M Sell
16,524
-16,754
-50% -$6M 1.04% 34
2025
Q3 		$11.1M Buy
33,278
+5,005
+18% +$1.59M 1.09% 28
2025
Q2 		$9.02M Buy
+28,273
New +$7.96M 0.96% 34
2025
Q1 		– Sell
-23,144
Closed -$6.87M – 84
2024
Q4 		$6.87M Buy
23,144
+1,096
+5% +$315K 0.75% 46
2024
Q3 		$5.98M Buy
22,048
+3,972
+22% +$989K 0.64% 44
2024
Q2 		$4.19M Sell
18,076
-961
-5% -$223K 0.43% 56
2024
Q1 		$4.33M Buy
+19,037
New +$3.95M 0.44% 61
2023
Q3 		– Sell
-95,931
Closed -$16.7M – 62
2023
Q2 		$16.7M Buy
95,931
+33
+0% +$5.32K 1.95% 14
2023
Q1 		$15.8M Buy
95,898
+26,103
+37% +$4.33M 1.99% 15
2022
Q4 		$10.3M Buy
+69,795
New +$10.3M 1.39% 32

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

Longbow Finance's AXP Position: Q2 2026 in Review

Longbow Finance opened a new position in American Express (AXP) in Q2 2026: 47,463 shares worth $16.1M. The stake represents 2.05% of the portfolio and ranks #12 among its holdings. This is a return to the name: Longbow Finance previously reported a position in AXP as recently as Q4 2025.

Longbow Finance first reported a position in AXP in Q4 2022 and has held it in 11 quarters since. The position peaked at $16.7M in Q2 2023. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Longbow Finance held 47,463 shares of American Express worth $16.1M as of Q2 2026.
  • American Express was a new Longbow Finance position in Q2 2026.
  • American Express made up 2.05% of Longbow Finance's portfolio in Q2 2026, its #12 holding.
  • Longbow Finance first reported a position in American Express in Q4 2022 and has held it in 11 quarters since.
  • Longbow Finance's American Express position peaked at $16.7M in Q2 2023.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Longbow Finance's 13F filing for Q2 2026, filed 29 Jul 2026.