Palogic Value Management’s American Express AXP Stock Holding History

Palogic Value Management’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	$848K	Hold	2,506	–	–	0.28%	103
2026 Q1	$758K	Hold	2,506	–	–	0.32%	88
2025 Q4	$927K	Hold	2,506	–	–	0.39%	77
2025 Q3	$832K	Hold	2,506	–	–	0.33%	87
2025 Q2	$799K	Hold	2,506	–	–	0.33%	89
2025 Q1	$674K	Hold	2,506	–	–	0.29%	96
2024 Q4	$744K	Hold	2,506	–	–	0.28%	94
2024 Q3	$680K	Hold	2,506	–	–	0.23%	106
2024 Q2	$580K	Hold	2,506	–	–	0.25%	101
2024 Q1	$571K	Hold	2,506	–	–	0.25%	101
2023 Q4	$469K	Hold	2,506	–	–	0.21%	106
2023 Q3	$374K	Hold	2,506	–	–	0.18%	111
2023 Q2	$437K	Hold	2,506	–	–	0.21%	107
2023 Q1	$413K	Hold	2,506	–	–	0.2%	110
2022 Q4	$370K	Buy	+2,506	New	+$371K	0.19%	111

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

Palogic Value Management's AXP Position: Q2 2026 in Review

Palogic Value Management held its American Express (AXP) position steady in Q2 2026 at 2,506 shares worth $848K. The position accounts for 0.28% of the portfolio, ranked #103.

Palogic Value Management first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $927K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Palogic Value Management held 2,506 shares of American Express worth $848K as of Q2 2026.
Palogic Value Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.28% of Palogic Value Management's portfolio in Q2 2026, its #103 holding.
Palogic Value Management first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
Palogic Value Management's American Express position peaked at $927K in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Palogic Value Management's 13F filing for Q2 2026, filed 14 Aug 2026.