OQS
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Occudo Quantitative Strategies’s American Express AXP Stock Holding History

Occudo Quantitative Strategies’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 		– Sell
-12,047
Closed -$3.89M – 775
2026
Q1 		$3.89M Buy
+12,047
New +$4.04M 0.21% 141
2024
Q3 		– Sell
-7,745
Closed -$1.79M – 703
2024
Q2 		$1.79M Buy
+7,745
New +$1.79M 0.32% 83
2022
Q4 		– Sell
-3,225
Closed -$435K – 965
2022
Q3 		$435K Sell
3,225
-23,217
-88% -$3.51M 0.03% 714
2022
Q2 		$3.67M Buy
26,442
+16,046
+154% +$2.65M 0.3% 71
2022
Q1 		$1.94M Buy
10,396
+5,887
+131% +$1.06M 0.16% 177
2021
Q4 		$738K Buy
+4,509
New +$769K 0.07% 474
2021
Q1 		– Sell
-5,052
Closed -$611K – 746
2020
Q4 		$611K Buy
+5,052
New +$560K 0.19% 177

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

Occudo Quantitative Strategies's AXP Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of American Express (AXP) in Q2 2026, closing a stake of 12,047 shares — an estimated $3.89M sold.

Occudo Quantitative Strategies first reported a position in AXP in Q4 2020 and held it in 7 quarters. The position peaked at $3.89M in Q1 2026. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Occudo Quantitative Strategies reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 12,047 American Express shares in Q2 2026, an estimated $3.89M.
  • Occudo Quantitative Strategies first reported a position in American Express in Q4 2020 and held it in 7 quarters.
  • Occudo Quantitative Strategies's American Express position peaked at $3.89M in Q1 2026.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.