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Notis-McConarty Edward’s American Express AXP Stock Holding History

Notis-McConarty Edward’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 		$3.51M Buy
10,389
+1,610
+18% +$515K 1.52% 25
2026
Q1 		$2.66M Buy
8,779
+835
+11% +$280K 1.32% 29
2025
Q4 		$2.94M Buy
7,944
+2,640
+50% +$945K 1.36% 27
2025
Q3 		$1.76M Buy
5,304
+1,472
+38% +$468K 0.82% 36
2025
Q2 		$1.22M Buy
+3,832
New +$1.08M 0.6% 41

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

Notis-McConarty Edward's AXP Position: Q2 2026 in Review

Notis-McConarty Edward increased its American Express (AXP) stake by 18% in Q2 2026, buying an estimated $515K and bringing the position to 10,389 shares worth $3.51M. The position accounts for 1.52% of the portfolio, ranked #25.

Notis-McConarty Edward first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Notis-McConarty Edward held 10,389 shares of American Express worth $3.51M as of Q2 2026.
  • Notis-McConarty Edward bought 1,610 American Express shares in Q2 2026, an estimated $515K.
  • American Express made up 1.52% of Notis-McConarty Edward's portfolio in Q2 2026, its #25 holding.
  • Notis-McConarty Edward first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Notis-McConarty Edward's 13F filing for Q2 2026, filed 11 Aug 2026.