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Perennial Investment Advisors’s American Express AXP Stock Holding History

Perennial Investment Advisors’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 		$841K Buy
2,484
+28
+1% +$8.96K 0.06% 238
2026
Q1 		$743K Buy
2,456
+239
+11% +$80.1K 0.06% 231
2025
Q4 		$821K Buy
2,217
+87
+4% +$31.1K 0.06% 212
2025
Q3 		$708K Sell
2,130
-29
-1% -$9.22K 0.06% 229
2025
Q2 		$689K Buy
2,159
+81
+4% +$22.8K 0.07% 215
2025
Q1 		$559K Buy
2,078
+99
+5% +$29.3K 0.06% 228
2024
Q4 		$587K Buy
1,979
+496
+33% +$143K 0.07% 210
2024
Q3 		$402K Sell
1,483
-15
-1% -$3.73K 0.05% 247
2024
Q2 		$347K Buy
1,498
+19
+1% +$4.4K 0.05% 259
2024
Q1 		$337K Sell
1,479
-20
-1% -$4.15K 0.05% 242
2023
Q4 		$281K Buy
1,499
+32
+2% +$5.15K 0.05% 253
2023
Q3 		$219K Sell
1,467
-47
-3% -$7.69K 0.04% 292
2023
Q2 		$263K Sell
1,514
-11
-0.7% -$1.77K 0.05% 274
2023
Q1 		$251K Buy
1,525
+96
+7% +$15.9K 0.05% 265
2022
Q4 		$211K Buy
+1,429
New +$212K 0.09% 196
2022
Q2 		– Sell
-1,332
Closed -$253K – 203
2022
Q1 		$253K Sell
1,332
-461
-26% -$83.3K 0.08% 177
2021
Q4 		$294K Sell
1,793
-99
-5% -$16.9K 0.09% 177
2021
Q3 		$317K Buy
1,892
+8
+0.4% +$1.34K 0.11% 160
2021
Q2 		$311K Sell
1,884
-89
-5% -$13.9K 0.11% 154
2021
Q1 		$279K Buy
+1,973
New +$261K 0.11% 149

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

Perennial Investment Advisors's AXP Position: Q2 2026 in Review

Perennial Investment Advisors increased its American Express (AXP) stake by 1.1% in Q2 2026, buying an estimated $8.96K and bringing the position to 2,484 shares worth $841K. The position accounts for 0.06% of the portfolio, ranked #238.

Perennial Investment Advisors first reported a position in AXP in Q1 2021 and has held it in 20 quarters since. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Perennial Investment Advisors held 2,484 shares of American Express worth $841K as of Q2 2026.
  • Perennial Investment Advisors bought 28 American Express shares in Q2 2026, an estimated $8.96K.
  • American Express made up 0.06% of Perennial Investment Advisors's portfolio in Q2 2026, its #238 holding.
  • Perennial Investment Advisors first reported a position in American Express in Q1 2021 and has held it in 20 quarters since.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.