Shepherd Street Advisors’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$436K Buy
1,216
+16
+1% +$5.12K 0.38% 65
2026
Q1
$363K Hold
1,200
– – 0.36% 72
2025
Q4
$444K Buy
+1,200
New +$429K 0.43% 60

Other funds holding AXP

Shepherd Street Advisors's AXP Position: Q2 2026 in Review

Shepherd Street Advisors increased its American Express (AXP) stake by 1.3% in Q2 2026, buying an estimated $5.12K and bringing the position to 1,216 shares worth $436K. The position accounts for 0.38% of the portfolio, ranked #65.

Shepherd Street Advisors first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. The position peaked at $444K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Shepherd Street Advisors held 1,216 shares of American Express worth $436K as of Q2 2026.
  • Shepherd Street Advisors bought 16 American Express shares in Q2 2026, an estimated $5.12K.
  • American Express made up 0.38% of Shepherd Street Advisors's portfolio in Q2 2026, its #65 holding.
  • Shepherd Street Advisors first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
  • Shepherd Street Advisors's American Express position peaked at $444K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.