S.A. Mason’s American Express AXP Stock Holding History

S.A. Mason’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	$1.73M	Buy	5,119 +16	+0.3%	+$5.12K	0.53%	53
2026 Q1	$1.54M	Buy	5,103 +1	+0%	+$335	0.58%	45
2025 Q4	$1.89M	Sell	5,102 -11	-0.2%	-$3.94K	0.75%	35
2025 Q3	$1.7M	Buy	5,113 +1	+0%	+$318	0.75%	31
2025 Q2	$1.63M	Sell	5,112 -94	-2%	-$26.5K	0.79%	30
2025 Q1	$1.4M	Hold	5,206	–	–	0.74%	36
2024 Q4	$1.54M	Sell	5,206 -74	-1%	-$21.3K	0.81%	29
2024 Q3	$1.43M	Buy	5,280 +1	+0%	+$249	0.76%	33
2024 Q2	$1.22M	Buy	5,279 +121	+2%	+$28K	0.7%	34
2024 Q1	$1.17M	Buy	5,158 +12	+0.2%	+$2.49K	0.71%	38
2023 Q4	$964K	Buy	5,146 +91	+2%	+$14.6K	0.65%	42
2023 Q3	$754K	Buy	5,055 +2	+0%	+$327	0.54%	47
2023 Q2	$833K	Hold	5,053	–	–	0.61%	44
2023 Q1	$833K	Buy	5,053 +1	+0%	+$166	0.61%	44
2022 Q4	$746K	Buy	5,052 +1	+0%	+$148	0.56%	47
2022 Q3	$681K	Sell	5,051 -49	-1%	-$7.42K	0.54%	47
2022 Q2	$707K	Buy	5,100 +1	+0%	+$165	0.52%	51
2022 Q1	$953K	Buy	5,099 +1	+0%	+$181	0.59%	41
2021 Q4	$834K	Buy	5,098 +1	+0%	+$171	0.5%	53
2021 Q3	$854K	Buy	5,097 +303	+6%	+$50.7K	0.56%	51
2021 Q2	$792K	Hold	4,794	–	–	0.54%	50
2021 Q1	$678K	Buy	4,794 +250	+6%	+$33K	0.51%	56
2020 Q4	$549K	Sell	4,544 -250	-5%	-$27.7K	0.46%	63
2020 Q3	$481K	Sell	4,794 -3	-0.1%	-$295	0.46%	62
2020 Q2	$457K	Sell	4,797 -600	-11%	-$55.2K	0.48%	59
2020 Q1	$462K	Sell	5,397 -188	-3%	-$21.9K	0.56%	50
2019 Q4	$695K	Buy	+5,585	New	+$667K	0.66%	37

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

S.A. Mason's AXP Position: Q2 2026 in Review

S.A. Mason increased its American Express (AXP) stake by 0.31% in Q2 2026, buying an estimated $5.12K and bringing the position to 5,119 shares worth $1.73M. The position accounts for 0.53% of the portfolio, ranked #53.

S.A. Mason first reported a position in AXP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.89M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

S.A. Mason held 5,119 shares of American Express worth $1.73M as of Q2 2026.
S.A. Mason bought 16 American Express shares in Q2 2026, an estimated $5.12K.
American Express made up 0.53% of S.A. Mason's portfolio in Q2 2026, its #53 holding.
S.A. Mason first reported a position in American Express in Q4 2019 and has held it in 27 quarters since.
S.A. Mason's American Express position peaked at $1.89M in Q4 2025.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.