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Ogorek Anthony Joseph’s American Express AXP Stock Holding History

Ogorek Anthony Joseph’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 		$52K Sell
156
-57
-27% -$18.3K 0.01% 170
2026
Q1 		$64K Hold
213
– – 0.02% 144
2025
Q4 		$78K Sell
213
-21
-9% -$7.51K 0.02% 120
2025
Q3 		$77K Buy
234
+3
+1% +$954 0.02% 129
2025
Q2 		$73K Buy
231
+40
+21% +$11.3K 0.02% 122
2025
Q1 		$51K Buy
191
+126
+194% +$37.2K 0.02% 150
2024
Q4 		$19K Buy
65
+40
+160% +$11.5K 0.01% 178
2024
Q3 		$6K Sell
25
-9
-26% -$2.24K ﹤0.01% 226
2024
Q2 		$7K Buy
34
+9
+36% +$2.08K ﹤0.01% 220
2024
Q1 		$5K Hold
25
– – ﹤0.01% 235
2023
Q4 		$4K Hold
25
– – ﹤0.01% 246
2023
Q3 		$3K Hold
25
– – ﹤0.01% 232
2023
Q2 		$4K Hold
25
– – ﹤0.01% 216
2023
Q1 		$4K Buy
+25
New +$4.15K ﹤0.01% 219

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

Ogorek Anthony Joseph's AXP Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its American Express (AXP) stake by 27% in Q2 2026, selling an estimated $18.3K and leaving 156 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #170.

Ogorek Anthony Joseph first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $78K in Q4 2025. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Ogorek Anthony Joseph held 156 shares of American Express worth $52K as of Q2 2026.
  • Ogorek Anthony Joseph sold 57 American Express shares in Q2 2026, an estimated $18.3K.
  • American Express made up 0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #170 holding.
  • Ogorek Anthony Joseph first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
  • Ogorek Anthony Joseph's American Express position peaked at $78K in Q4 2025.
  • 3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.