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SGL Investment Advisors’s American Express AXP Stock Holding History

SGL Investment 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
-2,372
Closed -$741K – 134
2026
Q1 		$741K Buy
2,372
+5
+0.2% +$1.68K 0.28% 72
2025
Q4 		$839K Buy
2,367
+36
+2% +$12.9K 0.34% 66
2025
Q3 		$843K Buy
2,331
+94
+4% +$29.9K 0.35% 57
2025
Q2 		$709K Buy
2,237
+1,418
+173% +$399K 0.34% 62
2025
Q1 		$232K Buy
819
+6
+0.7% +$1.77K 0.12% 109
2024
Q4 		$249K Buy
+813
New +$234K 0.13% 102

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

SGL Investment Advisors's AXP Position: Q2 2026 in Review

SGL Investment Advisors sold out of American Express (AXP) in Q2 2026, closing a stake of 2,372 shares — an estimated $741K sold.

SGL Investment Advisors first reported a position in AXP in Q4 2024 and held it in 6 quarters. The position peaked at $843K in Q3 2025. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • SGL Investment Advisors reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • SGL Investment Advisors sold 2,372 American Express shares in Q2 2026, an estimated $741K.
  • SGL Investment Advisors first reported a position in American Express in Q4 2024 and held it in 6 quarters.
  • SGL Investment Advisors's American Express position peaked at $843K in Q3 2025.
  • 3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.