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Salomon & Ludwin’s American Express AXP Stock Holding History

Salomon & Ludwin’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 		$229K Sell
658
-49
-7% -$15.7K 0.02% 165
2026
Q1 		$212K Buy
707
+96
+16% +$32.2K 0.02% 164
2025
Q4 		$232K Sell
611
-97
-14% -$34.7K 0.02% 160
2025
Q3 		$234K Buy
708
+218
+44% +$69.3K 0.02% 152
2025
Q2 		$160K Buy
490
+145
+42% +$40.8K 0.02% 158
2025
Q1 		$92.8K Hold
345
– – 0.01% 182
2024
Q4 		$102K Sell
345
-6
-2% -$1.72K 0.01% 172
2024
Q3 		$95.2K Sell
351
-78
-18% -$19.4K 0.01% 197
2024
Q2 		$99.3K Sell
429
-1,014
-70% -$235K 0.01% 193
2024
Q1 		$329K Buy
1,443
+705
+96% +$146K 0.03% 148
2023
Q4 		$110K Hold
738
– – 0.01% 213
2023
Q3 		$110K Buy
+738
New +$121K 0.01% 213
2020
Q2 		– Sell
-75
Closed -$6K – 78
2020
Q1 		$6K Hold
75
– – ﹤0.01% 185
2019
Q4 		$9K Hold
75
– – ﹤0.01% 184
2019
Q3 		$9K Hold
75
– – ﹤0.01% 170
2019
Q2 		$9K Sell
75
-235
-76% -$27.6K ﹤0.01% 162
2019
Q1 		$34K Buy
310
+37
+14% +$3.89K 0.01% 103
2018
Q4 		$26K Buy
+273
New +$28.6K 0.01% 110

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

Salomon & Ludwin's AXP Position: Q2 2026 in Review

Salomon & Ludwin reduced its American Express (AXP) stake by 6.9% in Q2 2026, selling an estimated $15.7K and leaving 658 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #165.

Salomon & Ludwin first reported a position in AXP in Q4 2018 and has held it in 18 quarters since. The position peaked at $329K in Q1 2024. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Salomon & Ludwin held 658 shares of American Express worth $229K as of Q2 2026.
  • Salomon & Ludwin sold 49 American Express shares in Q2 2026, an estimated $15.7K.
  • American Express made up 0.02% of Salomon & Ludwin's portfolio in Q2 2026, its #165 holding.
  • Salomon & Ludwin first reported a position in American Express in Q4 2018 and has held it in 18 quarters since.
  • Salomon & Ludwin's American Express position peaked at $329K in Q1 2024.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.