P
AXP icon

&Partners’s American Express AXP Stock Holding History

&Partners’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 		$28.8M Sell
84,996
-1,347
-2% -$431K 0.12% 156
2026
Q1 		$26.1M Buy
86,343
+2,696
+3% +$904K 0.13% 148
2025
Q4 		$30.9M Buy
83,647
+22,069
+36% +$7.9M 0.16% 118
2025
Q3 		$20.4M Buy
61,578
+19,248
+45% +$6.12M 0.13% 147
2025
Q2 		$14.3M Buy
42,330
+3,662
+9% +$1.03M 0.11% 179
2025
Q1 		$10.3M Sell
38,668
-4,143
-10% -$1.22M 0.11% 185
2024
Q4 		$12.9M Buy
42,811
+11,359
+36% +$3.26M 0.15% 136
2024
Q3 		$8.52M Buy
31,452
+14,530
+86% +$3.62M 0.16% 139
2024
Q2 		$3.92M Buy
16,922
+4,648
+38% +$1.08M 0.17% 132
2024
Q1 		$2.79M Buy
12,274
+1,406
+13% +$292K 0.39% 52
2023
Q4 		$2.04M Buy
10,868
+206
+2% +$33.2K 0.5% 53
2023
Q3 		$1.59M Buy
+10,662
New +$1.74M 0.74% 28

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

&Partners's AXP Position: Q2 2026 in Review

&Partners reduced its American Express (AXP) stake by 1.6% in Q2 2026, selling an estimated $431K and leaving 84,996 shares worth $28.8M. The position accounts for 0.12% of the portfolio, ranked #156.

&Partners first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. The position peaked at $30.9M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • &Partners held 84,996 shares of American Express worth $28.8M as of Q2 2026.
  • &Partners sold 1,347 American Express shares in Q2 2026, an estimated $431K.
  • American Express made up 0.12% of &Partners's portfolio in Q2 2026, its #156 holding.
  • &Partners first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
  • &Partners's American Express position peaked at $30.9M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.