Oak Thistle LLC’s American Express AXP Stock Holding History

Oak Thistle LLC’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	$828K	Buy	+2,448	New	+$784K	0.08%	371
2025 Q4	–	Sell	-2,580	Closed	-$857K	–	501
2025 Q3	$857K	Buy	+2,580	New	+$821K	0.13%	293
2023 Q4	–	Sell	-4,048	Closed	-$604K	–	443
2023 Q3	$604K	Buy	+4,048	New	+$662K	0.18%	238
2023 Q2	–	Sell	-3,334	Closed	-$550K	–	352
2023 Q1	$550K	Buy	+3,334	New	+$553K	0.32%	114
2022 Q3	–	Sell	-2,304	Closed	-$319K	–	122
2022 Q2	$319K	Buy	2,304 +46	+2%	+$7.6K	0.62%	57
2022 Q1	$422K	Buy	+2,258	New	+$408K	0.22%	206

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

Oak Thistle LLC's AXP Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in American Express (AXP) in Q2 2026: 2,448 shares worth $828K. The stake represents 0.08% of the portfolio and ranks #371 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in AXP as recently as Q3 2025.

Oak Thistle LLC first reported a position in AXP in Q1 2022 and has held it in 6 quarters since. The position peaked at $857K in Q3 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Oak Thistle LLC held 2,448 shares of American Express worth $828K as of Q2 2026.
American Express was a new Oak Thistle LLC position in Q2 2026.
American Express made up 0.08% of Oak Thistle LLC's portfolio in Q2 2026, its #371 holding.
Oak Thistle LLC first reported a position in American Express in Q1 2022 and has held it in 6 quarters since.
Oak Thistle LLC's American Express position peaked at $857K in Q3 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.