Operose Advisors’s American Express AXP Stock Holding History

Operose Advisors’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	$10.1K	Sell	30 -58	-66%	-$18.6K	﹤0.01%	411
2026 Q1	$26.6K	Buy	88 +58	+193%	+$19.4K	0.01%	334
2025 Q4	$11.1K	Hold	30	–	–	﹤0.01%	374
2025 Q3	$9.96K	Hold	30	–	–	﹤0.01%	360
2025 Q2	$9.57K	Hold	30	–	–	﹤0.01%	337
2025 Q1	$8.07K	Hold	30	–	–	﹤0.01%	333
2024 Q4	$8.9K	Sell	30 -98	-77%	-$28.2K	﹤0.01%	311
2024 Q3	$34.7K	Buy	128 +30	+31%	+$7.47K	0.01%	321
2024 Q2	$22.7K	Hold	98	–	–	0.01%	339
2024 Q1	$22.3K	Sell	98 -135	-58%	-$28K	0.01%	370
2023 Q4	$43.6K	Sell	233 -42	-15%	-$6.76K	0.02%	236
2023 Q3	$41K	Buy	+275	New	+$45K	0.02%	345
2022 Q1	–	Sell	-215	Closed	-$35K	–	319
2021 Q4	$35K	Buy	+215	New	+$36.7K	0.03%	161

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 $3.38T AUM 44.17% 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

Operose Advisors's AXP Position: Q2 2026 in Review

Operose Advisors reduced its American Express (AXP) stake by 66% in Q2 2026, selling an estimated $18.6K and leaving 30 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Operose Advisors first reported a position in AXP in Q4 2021 and has held it in 13 quarters since. The position peaked at $43.6K in Q4 2023. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Operose Advisors held 30 shares of American Express worth $10.1K as of Q2 2026.
Operose Advisors sold 58 American Express shares in Q2 2026, an estimated $18.6K.
American Express made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #411 holding.
Operose Advisors first reported a position in American Express in Q4 2021 and has held it in 13 quarters since.
Operose Advisors's American Express position peaked at $43.6K in Q4 2023.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.