Michael J. Puzo’s American Express AXP Stock Holding History

Michael J. Puzo’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	$6.55M	Buy	19,362 +3,076	+19%	+$985K	1.69%	25
2026 Q1	$4.93M	Buy	16,286 +1,368	+9%	+$459K	1.43%	29
2025 Q4	$5.52M	Buy	14,918 +4,350	+41%	+$1.56M	1.5%	28
2025 Q3	$3.51M	Buy	10,568 +2,799	+36%	+$890K	0.96%	33
2025 Q2	$2.48M	Buy	7,769 +4,866	+168%	+$1.37M	0.71%	35
2025 Q1	$781K	Buy	2,903 +1,603	+123%	+$474K	0.22%	48
2024 Q4	$386K	Hold	1,300	–	–	0.11%	54
2024 Q3	$353K	Sell	1,300 -100	-7%	-$24.9K	0.09%	57
2024 Q2	$324K	Sell	1,400 -100	-7%	-$23.2K	0.09%	62
2024 Q1	$342K	Sell	1,500 -100	-6%	-$20.7K	0.09%	63
2023 Q4	$300K	Hold	1,600	–	–	0.1%	65
2023 Q3	$239K	Hold	1,600	–	–	0.08%	70
2023 Q2	$279K	Hold	1,600	–	–	0.09%	69
2023 Q1	$264K	Hold	1,600	–	–	0.09%	70
2022 Q4	$236K	Hold	1,600	–	–	0.09%	71
2022 Q3	$216K	Hold	1,600	–	–	0.08%	70
2022 Q2	$222K	Hold	1,600	–	–	0.08%	71
2022 Q1	$299K	Hold	1,600	–	–	0.09%	69
2021 Q4	$262K	Hold	1,600	–	–	0.07%	72
2021 Q3	$268K	Hold	1,600	–	–	0.08%	68
2021 Q2	$264K	Hold	1,600	–	–	0.08%	69
2021 Q1	$226K	Buy	+1,600	New	+$211K	0.07%	73
2020 Q1	–	Sell	-2,000	Closed	-$249K	–	70
2019 Q4	$249K	Hold	2,000	–	–	0.09%	73
2019 Q3	$237K	Hold	2,000	–	–	0.09%	73
2019 Q2	$247K	Buy	+2,000	New	+$235K	0.09%	76

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 $3.37T AUM 44.26% 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

Michael J. Puzo's AXP Position: Q2 2026 in Review

Michael J. Puzo increased its American Express (AXP) stake by 19% in Q2 2026, buying an estimated $985K and bringing the position to 19,362 shares worth $6.55M. The position accounts for 1.69% of the portfolio, ranked #25.

Michael J. Puzo first reported a position in AXP in Q2 2019 and has held it in 25 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Michael J. Puzo held 19,362 shares of American Express worth $6.55M as of Q2 2026.
Michael J. Puzo bought 3,076 American Express shares in Q2 2026, an estimated $985K.
American Express made up 1.69% of Michael J. Puzo's portfolio in Q2 2026, its #25 holding.
Michael J. Puzo first reported a position in American Express in Q2 2019 and has held it in 25 quarters since.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Michael J. Puzo's 13F filing for Q2 2026, filed 11 Aug 2026.