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Patrick M. Sweeney & Associates’s American Express AXP Stock Holding History

Patrick M. Sweeney & Associates’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 		$512K Buy
1,515
+115
+8% +$36.8K 0.29% 85
2026
Q1 		$424K Buy
1,400
+15
+1% +$5.03K 0.27% 90
2025
Q4 		$512K Buy
1,385
+46
+3% +$16.5K 0.32% 77
2025
Q3 		$445K Buy
1,339
+98
+8% +$31.2K 0.29% 82
2025
Q2 		$407K Buy
1,241
+205
+20% +$57.7K 0.28% 88
2025
Q1 		$279K Sell
1,036
-50
-5% -$14.8K 0.21% 121
2024
Q4 		$322K Buy
1,086
+4
+0.4% +$1.15K 0.24% 108
2024
Q3 		$293K Buy
1,082
+20
+2% +$4.98K 0.22% 117
2024
Q2 		$246K Buy
1,062
+25
+2% +$5.79K 0.2% 121
2024
Q1 		$236K Buy
+1,037
New +$215K 0.19% 121

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

Patrick M. Sweeney & Associates's AXP Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its American Express (AXP) stake by 8.2% in Q2 2026, buying an estimated $36.8K and bringing the position to 1,515 shares worth $512K. The position accounts for 0.29% of the portfolio, ranked #85.

Patrick M. Sweeney & Associates first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $512K in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Patrick M. Sweeney & Associates held 1,515 shares of American Express worth $512K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 115 American Express shares in Q2 2026, an estimated $36.8K.
  • American Express made up 0.29% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #85 holding.
  • Patrick M. Sweeney & Associates first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • Patrick M. Sweeney & Associates's American Express position peaked at $512K in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.