S&G Foundation’s American Express AXP Stock Holding History

S&G Foundation’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	$217M	Hold	641,100	–	–	10.11%	3
2026 Q1	$194M	Buy	+641,100	New	+$215M	10.29%	3

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&G Foundation's AXP Position: Q2 2026 in Review

S&G Foundation held its American Express (AXP) position steady in Q2 2026 at 641,100 shares worth $217M. The position accounts for 10.11% of the portfolio, ranked #3.

S&G Foundation first reported a position in AXP in Q1 2026 and has held it in 2 quarters since. 2,983 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

S&G Foundation held 641,100 shares of American Express worth $217M as of Q2 2026.
S&G Foundation left its American Express share count unchanged in Q2 2026.
American Express made up 10.11% of S&G Foundation's portfolio in Q2 2026, its #3 holding.
S&G Foundation first reported a position in American Express in Q1 2026 and has held it in 2 quarters since.
2,983 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on S&G Foundation's 13F filing for Q2 2026, filed 12 Aug 2026.