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Schear Investment Advisers’s American Express AXP Stock Holding History

Schear Investment Advisers’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 		$1.67M Buy
4,950
+129
+3% +$41.3K 0.56% 48
2026
Q1 		$1.46M Buy
4,821
+60
+1% +$20.1K 0.64% 48
2025
Q4 		$1.76M Buy
4,761
+1,222
+35% +$437K 0.76% 45
2025
Q3 		$1.18M Buy
3,539
+103
+3% +$32.8K 0.52% 59
2025
Q2 		$1.1M Buy
3,436
+1,318
+62% +$371K 0.54% 61
2025
Q1 		$570K Buy
2,118
+1,334
+170% +$394K 0.33% 70
2024
Q4 		$233K Buy
+784
New +$225K 0.12% 84

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

Schear Investment Advisers's AXP Position: Q2 2026 in Review

Schear Investment Advisers increased its American Express (AXP) stake by 2.7% in Q2 2026, buying an estimated $41.3K and bringing the position to 4,950 shares worth $1.67M. The position accounts for 0.56% of the portfolio, ranked #48.

Schear Investment Advisers first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Schear Investment Advisers held 4,950 shares of American Express worth $1.67M as of Q2 2026.
  • Schear Investment Advisers bought 129 American Express shares in Q2 2026, an estimated $41.3K.
  • American Express made up 0.56% of Schear Investment Advisers's portfolio in Q2 2026, its #48 holding.
  • Schear Investment Advisers first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Schear Investment Advisers's American Express position peaked at $1.76M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.