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Orion Investment Company’s American Express AXP Stock Holding History

Orion Investment Company’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 		$203K Buy
+600
New +$192K 0.06% 73

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Orion Investment Company's AXP Position: Q2 2026 in Review

Orion Investment Company opened a new position in American Express (AXP) in Q2 2026: 600 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #73 among its holdings.

2,268 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Orion Investment Company held 600 shares of American Express worth $203K as of Q2 2026.
  • American Express was a new Orion Investment Company position in Q2 2026.
  • American Express made up 0.06% of Orion Investment Company's portfolio in Q2 2026, its #73 holding.
  • 2,268 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.