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Scarborough Advisors’s American Express AXP Stock Holding History

Scarborough 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 		– Sell
-154
Closed -$46.7K – 194
2026
Q1 		$46.7K Hold
154
– – 0.01% 248
2025
Q4 		$57K Sell
154
-3
-2% -$1.07K 0.01% 137
2025
Q3 		$52.1K Buy
157
+1
+0.6% +$318 0.01% 137
2025
Q2 		$49.9K Buy
+156
New +$43.9K 0.01% 136
2024
Q3 		– Sell
-145
Closed -$33.6K – 143
2024
Q2 		$33.6K Buy
145
+12
+9% +$2.78K 0.01% 122
2024
Q1 		$30.2K Buy
133
+1
+0.8% +$207 0.01% 133
2023
Q4 		$24.8K Buy
+132
New +$21.2K 0.01% 253

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

Scarborough Advisors's AXP Position: Q2 2026 in Review

Scarborough Advisors sold out of American Express (AXP) in Q2 2026, closing a stake of 154 shares — an estimated $46.7K sold.

Scarborough Advisors first reported a position in AXP in Q4 2023 and held it in 7 quarters. The position peaked at $57K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Scarborough Advisors reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 154 American Express shares in Q2 2026, an estimated $46.7K.
  • Scarborough Advisors first reported a position in American Express in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's American Express position peaked at $57K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.