Milestone Asset Management’s American Express AXP Stock Holding History

Milestone 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	$1.65M	Buy	4,889 +752	+18%	+$241K	0.26%	89
2026 Q1	$1.25M	Buy	4,137 +1,063	+35%	+$356K	0.23%	98
2025 Q4	$1.14M	Sell	3,074 -191	-6%	-$68.3K	0.21%	90
2025 Q3	$1.08M	Buy	3,265 +480	+17%	+$153K	0.21%	86
2025 Q2	$889K	Sell	2,785 -13,041	-82%	-$3.67M	0.19%	100
2025 Q1	$4.26M	Sell	15,826 -8,816	-36%	-$2.61M	0.91%	25
2024 Q4	$7.31M	Buy	24,642 +3,103	+14%	+$891K	1.61%	10
2024 Q3	$5.84M	Buy	21,539 +4,390	+26%	+$1.09M	1.31%	17
2024 Q2	$3.97M	Sell	17,149 -5,111	-23%	-$1.18M	0.99%	25
2024 Q1	$5.07M	Buy	+22,260	New	+$4.62M	1.45%	18

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

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

Milestone Asset Management increased its American Express (AXP) stake by 18% in Q2 2026, buying an estimated $241K and bringing the position to 4,889 shares worth $1.65M. The position accounts for 0.26% of the portfolio, ranked #89.

Milestone Asset Management first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.31M in Q4 2024. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Milestone Asset Management held 4,889 shares of American Express worth $1.65M as of Q2 2026.
Milestone Asset Management bought 752 American Express shares in Q2 2026, an estimated $241K.
American Express made up 0.26% of Milestone Asset Management's portfolio in Q2 2026, its #89 holding.
Milestone Asset Management first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
Milestone Asset Management's American Express position peaked at $7.31M in Q4 2024.
2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.