Meridiem Investment Management’s American Express AXP Stock Holding History

Meridiem 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	$338K	Hold	1,000	–	–	0.01%	32
2026 Q1	$303K	Hold	1,000	–	–	0.01%	33
2025 Q4	$370K	Hold	1,000	–	–	0.01%	31
2025 Q3	$332K	Hold	1,000	–	–	0.01%	31
2025 Q2	$319K	Sell	1,000 -500	-33%	-$141K	0.01%	32
2025 Q1	$404K	Hold	1,500	–	–	0.01%	31
2024 Q4	$445K	Hold	1,500	–	–	0.01%	30
2024 Q3	$407K	Sell	1,500 -1,300	-46%	-$324K	0.01%	32
2024 Q2	$649K	Hold	2,800	–	–	0.01%	30
2024 Q1	$638K	Hold	2,800	–	–	0.01%	29
2023 Q4	$525K	Hold	2,800	–	–	0.01%	30
2023 Q3	$418K	Sell	2,800 -200	-7%	-$32.7K	0.01%	31
2023 Q2	$522K	Hold	3,000	–	–	0.01%	32
2023 Q1	$495K	Sell	3,000 -1,500	-33%	-$249K	0.01%	32
2022 Q4	$665K	Buy	4,500 +1,500	+50%	+$222K	0.02%	32
2022 Q3	$405K	Hold	3,000	–	–	0.01%	36
2022 Q2	$416K	Hold	3,000	–	–	0.01%	37
2022 Q1	$561K	Hold	3,000	–	–	0.02%	35
2021 Q4	$491K	Sell	3,000 -2,690	-47%	-$459K	0.01%	40
2021 Q3	$953K	Hold	5,690	–	–	0.03%	34
2021 Q2	$940K	Sell	5,690 -60	-1%	-$9.4K	0.03%	34
2021 Q1	$814K	Buy	5,750 +60	+1%	+$7.93K	0.03%	33
2020 Q4	$688K	Buy	+5,690	New	+$630K	0.04%	31

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

Meridiem Investment Management held its American Express (AXP) position steady in Q2 2026 at 1,000 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #32.

Meridiem Investment Management first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. The position peaked at $953K in Q3 2021. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Meridiem Investment Management held 1,000 shares of American Express worth $338K as of Q2 2026.
Meridiem Investment Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.01% of Meridiem Investment Management's portfolio in Q2 2026, its #32 holding.
Meridiem Investment Management first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
Meridiem Investment Management's American Express position peaked at $953K in Q3 2021.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Meridiem Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.