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Means Investment Company’s American Express AXP Stock Holding History

Means Investment Company’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
2022
Q1 		– Sell
-100
Closed -$19K – 196
2021
Q4 		$19K Buy
+100
New +$17.1K ﹤0.01% 210

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 $3.38T AUM 44.17% 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

Means Investment Company's AXP Position: Q2 2026 in Review

Means Investment Company increased its American Express (AXP) stake by 0.35% in Q2 2026, buying an estimated $1.28K and bringing the position to 1,155 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #145.

Means Investment Company first reported a position in AXP in Q1 2019 and has held it in 30 quarters since. The position peaked at $487K in Q4 2024. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Means Investment Company held 1,155 shares of American Express worth $391K as of Q2 2026.
  • Means Investment Company bought 4 American Express shares in Q2 2026, an estimated $1.28K.
  • American Express made up 0.03% of Means Investment Company's portfolio in Q2 2026, its #145 holding.
  • Means Investment Company first reported a position in American Express in Q1 2019 and has held it in 30 quarters since.
  • Means Investment Company's American Express position peaked at $487K in Q4 2024.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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