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SBI Securities’s American Express AXP Stock Holding History

SBI Securities’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 		$2.92M Sell
8,628
-408
-5% -$131K 0.07% 155
2026
Q1 		$2.73M Buy
9,036
+132
+1% +$44.3K 0.07% 144
2025
Q4 		$3.29M Sell
8,904
-259
-3% -$92.7K 0.08% 139
2025
Q3 		$3.04M Sell
9,163
-903
-9% -$287K 0.08% 146
2025
Q2 		$3.21M Sell
10,066
-308
-3% -$86.7K 0.09% 124
2025
Q1 		$2.79M Buy
10,374
+706
+7% +$209K 0.09% 130
2024
Q4 		$2.87M Buy
+9,668
New +$2.78M 0.09% 134

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

SBI Securities's AXP Position: Q2 2026 in Review

SBI Securities reduced its American Express (AXP) stake by 4.5% in Q2 2026, selling an estimated $131K and leaving 8,628 shares worth $2.92M. The position accounts for 0.07% of the portfolio, ranked #155.

SBI Securities first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.29M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • SBI Securities held 8,628 shares of American Express worth $2.92M as of Q2 2026.
  • SBI Securities sold 408 American Express shares in Q2 2026, an estimated $131K.
  • American Express made up 0.07% of SBI Securities's portfolio in Q2 2026, its #155 holding.
  • SBI Securities first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's American Express position peaked at $3.29M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.