SMA
AXP icon

Sage Mountain Advisors’s American Express AXP Stock Holding History

Sage Mountain Advisors’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 		$651K Buy
1,925
+1,208
+168% +$387K 0.04% 125
2026
Q1 		$217K Sell
717
-5,211
-88% -$1.75M 0.02% 190
2025
Q4 		$2.19M Sell
5,928
-341
-5% -$122K 0.12% 93
2025
Q3 		$2.08M Buy
6,269
+1,222
+24% +$389K 0.12% 90
2025
Q2 		$1.61M Buy
5,047
+670
+15% +$189K 0.1% 91
2025
Q1 		$1.18M Sell
4,377
-26
-0.6% -$7.68K 0.09% 101
2024
Q4 		$1.31M Buy
4,403
+778
+21% +$224K 0.1% 91
2024
Q3 		$983K Buy
3,625
+189
+6% +$47.1K 0.08% 109
2024
Q2 		$795K Buy
3,436
+746
+28% +$173K 0.07% 116
2024
Q1 		$612K Buy
2,690
+53
+2% +$11K 0.06% 133
2023
Q4 		$494K Sell
2,637
-148
-5% -$23.8K 0.06% 132
2023
Q3 		$415K Buy
2,785
+452
+19% +$73.9K 0.06% 141
2023
Q2 		$406K Buy
2,333
+415
+22% +$67K 0.06% 138
2023
Q1 		$316K Buy
+1,918
New +$318K 0.05% 163
2022
Q1 		– Sell
-2,381
Closed -$390K – 627
2021
Q4 		$390K Sell
2,381
-155
-6% -$26.4K 0.05% 370
2021
Q3 		$425K Hold
2,536
– – 0.06% 287
2021
Q2 		$419K Buy
2,536
+116
+5% +$18.2K 0.07% 259
2021
Q1 		$342K Buy
+2,420
New +$320K 0.07% 211

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

Sage Mountain Advisors's AXP Position: Q2 2026 in Review

Sage Mountain Advisors increased its American Express (AXP) stake by 168% in Q2 2026, buying an estimated $387K and bringing the position to 1,925 shares worth $651K. The position accounts for 0.04% of the portfolio, ranked #125.

Sage Mountain Advisors first reported a position in AXP in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.19M in Q4 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sage Mountain Advisors held 1,925 shares of American Express worth $651K as of Q2 2026.
  • Sage Mountain Advisors bought 1,208 American Express shares in Q2 2026, an estimated $387K.
  • American Express made up 0.04% of Sage Mountain Advisors's portfolio in Q2 2026, its #125 holding.
  • Sage Mountain Advisors first reported a position in American Express in Q1 2021 and has held it in 18 quarters since.
  • Sage Mountain Advisors's American Express position peaked at $2.19M in Q4 2025.
  • 3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.