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Portfolio Design Labs’s American Express AXP Stock Holding History

Portfolio Design Labs’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 		$1.37M Buy
4,052
+87
+2% +$27.9K 0.22% 89
2026
Q1 		$1.2M Sell
3,965
-1,104
-22% -$370K 0.21% 102
2025
Q4 		$1.88M Buy
5,069
+65
+1% +$23.3K 0.31% 75
2025
Q3 		$1.66M Buy
+5,004
New +$1.59M 0.29% 78
2025
Q2 		– Sell
-749
Closed -$202K – 153
2025
Q1 		$202K Buy
749
+6
+0.8% +$1.77K 0.04% 189
2024
Q4 		$221K Buy
+743
New +$213K 0.05% 186

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

Portfolio Design Labs's AXP Position: Q2 2026 in Review

Portfolio Design Labs increased its American Express (AXP) stake by 2.2% in Q2 2026, buying an estimated $27.9K and bringing the position to 4,052 shares worth $1.37M. The position accounts for 0.22% of the portfolio, ranked #89.

Portfolio Design Labs first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.88M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Portfolio Design Labs held 4,052 shares of American Express worth $1.37M as of Q2 2026.
  • Portfolio Design Labs bought 87 American Express shares in Q2 2026, an estimated $27.9K.
  • American Express made up 0.22% of Portfolio Design Labs's portfolio in Q2 2026, its #89 holding.
  • Portfolio Design Labs first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Portfolio Design Labs's American Express position peaked at $1.88M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.