Per Stirling Capital Management’s American Express AXP Stock Holding History

Per Stirling Capital 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	$313K	Buy	926 +28	+3%	+$8.96K	0.03%	273
2026 Q1	$272K	Buy	898 +39	+5%	+$13.1K	0.03%	266
2025 Q4	$318K	Buy	859 +75	+10%	+$26.8K	0.04%	232
2025 Q3	$260K	Buy	784 +4	+0.5%	+$1.27K	0.03%	245
2025 Q2	$249K	Buy	780 +2	+0.3%	+$563	0.03%	240
2025 Q1	$209K	Buy	778 +2	+0.3%	+$591	0.03%	252
2024 Q4	$230K	Buy	776 +1	+0.1%	+$287	0.03%	237
2024 Q3	$210K	Buy	+775	New	+$193K	0.03%	250

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

Per Stirling Capital Management's AXP Position: Q2 2026 in Review

Per Stirling Capital Management increased its American Express (AXP) stake by 3.1% in Q2 2026, buying an estimated $8.96K and bringing the position to 926 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #273.

Per Stirling Capital Management first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $318K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Per Stirling Capital Management held 926 shares of American Express worth $313K as of Q2 2026.
Per Stirling Capital Management bought 28 American Express shares in Q2 2026, an estimated $8.96K.
American Express made up 0.03% of Per Stirling Capital Management's portfolio in Q2 2026, its #273 holding.
Per Stirling Capital Management first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
Per Stirling Capital Management's American Express position peaked at $318K in Q4 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.