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Rebalance’s American Express AXP Stock Holding History

Rebalance’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 		$469K Buy
1,386
+30
+2% +$9.61K 0.02% 80
2026
Q1 		$410K Sell
1,356
-169
-11% -$56.7K 0.02% 81
2025
Q4 		$564K Sell
1,525
-60
-4% -$21.5K 0.03% 74
2025
Q3 		$526K Hold
1,585
– – 0.03% 77
2025
Q2 		$506K Hold
1,585
– – 0.03% 74
2025
Q1 		$426K Sell
1,585
-191
-11% -$56.5K 0.03% 75
2024
Q4 		$527K Buy
1,776
+191
+12% +$54.9K 0.04% 69
2024
Q3 		$430K Sell
1,585
-273
-15% -$68K 0.03% 74
2024
Q2 		$430K Hold
1,858
– – 0.03% 68
2024
Q1 		$423K Hold
1,858
– – 0.03% 67
2023
Q4 		$348K Hold
1,858
– – 0.03% 69
2023
Q3 		$277K Hold
1,858
– – 0.03% 69
2023
Q2 		$324K Hold
1,858
– – 0.03% 67
2023
Q1 		$306K Hold
1,858
– – 0.03% 65
2022
Q4 		$275K Buy
+1,858
New +$275K 0.03% 73

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

Rebalance's AXP Position: Q2 2026 in Review

Rebalance increased its American Express (AXP) stake by 2.2% in Q2 2026, buying an estimated $9.61K and bringing the position to 1,386 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #80.

Rebalance first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $564K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Rebalance held 1,386 shares of American Express worth $469K as of Q2 2026.
  • Rebalance bought 30 American Express shares in Q2 2026, an estimated $9.61K.
  • American Express made up 0.02% of Rebalance's portfolio in Q2 2026, its #80 holding.
  • Rebalance first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • Rebalance's American Express position peaked at $564K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.