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Sharkey, Howes & Javer’s American Express AXP Stock Holding History

Sharkey, Howes & Javer’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 		$354K Hold
1,047
– – 0.04% 133
2026
Q1 		$317K Sell
1,047
-273
-21% -$91.5K 0.04% 131
2025
Q4 		$488K Hold
1,320
– – 0.06% 117
2025
Q3 		$439K Hold
1,320
– – 0.06% 118
2025
Q2 		$421K Sell
1,320
-120
-8% -$33.8K 0.06% 118
2025
Q1 		$387K Sell
1,440
-946
-40% -$280K 0.06% 116
2024
Q4 		$708K Buy
2,386
+49
+2% +$14.1K 0.1% 96
2024
Q3 		$634K Buy
+2,337
New +$582K 0.09% 94

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

Sharkey, Howes & Javer's AXP Position: Q2 2026 in Review

Sharkey, Howes & Javer held its American Express (AXP) position steady in Q2 2026 at 1,047 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #133.

Sharkey, Howes & Javer first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $708K in Q4 2024. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sharkey, Howes & Javer held 1,047 shares of American Express worth $354K as of Q2 2026.
  • Sharkey, Howes & Javer left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.04% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #133 holding.
  • Sharkey, Howes & Javer first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Sharkey, Howes & Javer's American Express position peaked at $708K in Q4 2024.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.