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Principal Securities’s American Express AXP Stock Holding History

Principal Securities’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 		$8.67M Sell
25,634
-1,509
-6% -$483K 0.1% 179
2026
Q1 		$8.21M Buy
27,143
+3,657
+16% +$1.23M 0.12% 157
2025
Q4 		$8.69M Buy
23,486
+2,589
+12% +$926K 0.13% 150
2025
Q3 		$6.94M Buy
20,897
+1,783
+9% +$567K 0.11% 170
2025
Q2 		$6.1M Buy
19,114
+3,590
+23% +$1.01M 0.11% 169
2025
Q1 		$4.61M Hold
15,524
– – 0.1% 193
2024
Q4 		$4.61M Buy
15,524
+1,753
+13% +$504K 0.1% 190
2024
Q3 		$3.73M Buy
13,771
+1,193
+9% +$297K 0.09% 218
2024
Q2 		$2.91M Buy
12,578
+896
+8% +$208K 0.08% 232
2024
Q1 		$2.66M Buy
11,682
+1,353
+13% +$281K 0.08% 230
2023
Q4 		$1.94M Buy
+10,329
New +$1.66M 0.07% 260

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

Principal Securities's AXP Position: Q2 2026 in Review

Principal Securities reduced its American Express (AXP) stake by 5.6% in Q2 2026, selling an estimated $483K and leaving 25,634 shares worth $8.67M. The position accounts for 0.1% of the portfolio, ranked #179.

Principal Securities first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.69M in Q4 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Principal Securities held 25,634 shares of American Express worth $8.67M as of Q2 2026.
  • Principal Securities sold 1,509 American Express shares in Q2 2026, an estimated $483K.
  • American Express made up 0.1% of Principal Securities's portfolio in Q2 2026, its #179 holding.
  • Principal Securities first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's American Express position peaked at $8.69M in Q4 2025.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.