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McLean Asset Management’s American Express AXP Stock Holding History

McLean Asset 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 		$669K Sell
1,989
-468
-19% -$150K 0.09% 82
2026
Q1 		$743K Sell
2,457
-25
-1% -$8.38K 0.13% 72
2025
Q4 		$889K Buy
2,482
+3
+0.1% +$1.07K 0.16% 63
2025
Q3 		$823K Buy
2,479
+7
+0.3% +$2.23K 0.17% 66
2025
Q2 		$805K Buy
2,472
+63
+3% +$17.7K 0.21% 59
2025
Q1 		$557K Sell
2,409
-145
-6% -$42.9K 0.18% 68
2024
Q4 		$758K Buy
2,554
+142
+6% +$40.8K 0.23% 59
2024
Q3 		$666K Sell
2,412
-92
-4% -$22.9K 0.2% 66
2024
Q2 		$598K Buy
2,504
+33
+1% +$7.64K 0.19% 65
2024
Q1 		$543K Sell
2,471
-17
-0.7% -$3.52K 0.19% 64
2023
Q4 		$470K Sell
2,488
-91
-4% -$14.6K 0.18% 67
2023
Q3 		$389K Buy
2,579
+7
+0.3% +$1.15K 0.16% 76
2023
Q2 		$448K Sell
2,572
-97
-4% -$15.7K 0.18% 68
2023
Q1 		$440K Sell
2,669
-49
-2% -$8.13K 0.18% 66
2022
Q4 		$402K Buy
2,718
+48
+2% +$7.11K 0.14% 82
2022
Q3 		$371K Buy
2,670
+27
+1% +$4.09K 0.14% 71
2022
Q2 		$365K Sell
2,643
-17
-0.6% -$2.81K 0.15% 73
2022
Q1 		$497K Buy
2,660
+87
+3% +$15.7K 0.37% 52
2021
Q4 		$449K Sell
2,573
-32
-1% -$5.46K 0.17% 63
2021
Q3 		$471K Buy
2,605
+132
+5% +$22.1K 0.18% 60
2021
Q2 		$420K Buy
2,473
+180
+8% +$28.2K 0.19% 54
2021
Q1 		$345K Buy
2,293
+42
+2% +$5.55K 0.27% 62
2020
Q4 		$272K Buy
+2,251
New +$249K 0.24% 68

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

McLean Asset Management's AXP Position: Q2 2026 in Review

McLean Asset Management reduced its American Express (AXP) stake by 19% in Q2 2026, selling an estimated $150K and leaving 1,989 shares worth $669K. The position accounts for 0.09% of the portfolio, ranked #82.

McLean Asset Management first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. The position peaked at $889K in Q4 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • McLean Asset Management held 1,989 shares of American Express worth $669K as of Q2 2026.
  • McLean Asset Management sold 468 American Express shares in Q2 2026, an estimated $150K.
  • American Express made up 0.09% of McLean Asset Management's portfolio in Q2 2026, its #82 holding.
  • McLean Asset Management first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
  • McLean Asset Management's American Express position peaked at $889K in Q4 2025.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.