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Plato Investment Management’s American Express AXP Stock Holding History

Plato Investment 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 		$7.7M Hold
22,911
– – 0.44% 45
2026
Q1 		$6.93M Buy
22,911
+1,598
+7% +$536K 0.47% 46
2025
Q4 		$7.92M Sell
21,313
-486
-2% -$174K 0.52% 37
2025
Q3 		$7.19M Sell
21,799
-17
-0.1% -$5.41K 0.49% 36
2025
Q2 		$6.93M Buy
21,816
+1,475
+7% +$415K 0.52% 34
2025
Q1 		$5.53M Sell
20,341
-1,833
-8% -$542K 0.47% 38
2024
Q4 		$6.6M Sell
22,174
-1,263
-5% -$363K 0.49% 37
2024
Q3 		$6.35M Buy
23,437
+1,041
+5% +$259K 0.52% 34
2024
Q2 		$5.19M Buy
22,396
+590
+3% +$137K 0.48% 40
2024
Q1 		$4.97M Buy
21,806
+20,211
+1,267% +$4.19M 0.51% 38
2023
Q4 		$299K Buy
+1,595
New +$257K 0.37% 71

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 $3.38T AUM 44.17% 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

Plato Investment Management's AXP Position: Q2 2026 in Review

Plato Investment Management held its American Express (AXP) position steady in Q2 2026 at 22,911 shares worth $7.7M. The position accounts for 0.44% of the portfolio, ranked #45.

Plato Investment Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.92M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Plato Investment Management held 22,911 shares of American Express worth $7.7M as of Q2 2026.
  • Plato Investment Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.44% of Plato Investment Management's portfolio in Q2 2026, its #45 holding.
  • Plato Investment Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's American Express position peaked at $7.92M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.