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Shulman DeMeo Asset Management’s American Express AXP Stock Holding History

Shulman DeMeo Asset Management’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 		$476K Buy
1,408
+5
+0.4% +$1.6K 0.09% 76
2026
Q1 		$424K Sell
1,403
-8
-0.6% -$2.68K 0.09% 80
2025
Q4 		$522K Sell
1,411
-17
-1% -$6.08K 0.12% 62
2025
Q3 		$474K Buy
1,428
+1
+0.1% +$318 0.11% 68
2025
Q2 		$455K Sell
1,427
-132
-8% -$37.2K 0.11% 67
2025
Q1 		$419K Buy
1,559
+5
+0.3% +$1.48K 0.12% 71
2024
Q4 		$461K Sell
1,554
-3
-0.2% -$862 0.12% 65
2024
Q3 		$422K Buy
1,557
+4
+0.3% +$996 0.1% 82
2024
Q2 		$360K Buy
1,553
+4
+0.3% +$926 0.09% 87
2024
Q1 		$353K Buy
1,549
+4
+0.3% +$829 0.09% 93
2023
Q4 		$289K Buy
1,545
+94
+6% +$15.1K 0.08% 106
2023
Q3 		$217K Buy
1,451
+5
+0.3% +$818 0.07% 113
2023
Q2 		$252K Buy
1,446
+88
+6% +$14.2K 0.08% 106
2023
Q1 		$224K Sell
1,358
-22
-2% -$3.65K 0.07% 116
2022
Q4 		$204K Buy
+1,380
New +$204K 0.07% 124
2022
Q2 		– Sell
-1,371
Closed -$256K – 137
2022
Q1 		$256K Buy
1,371
+3
+0.2% +$542 0.07% 118
2021
Q4 		$224K Sell
1,368
-3
-0.2% -$512 0.06% 135
2021
Q3 		$230K Buy
+1,371
New +$229K 0.2% 73

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

Shulman DeMeo Asset Management's AXP Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its American Express (AXP) stake by 0.36% in Q2 2026, buying an estimated $1.6K and bringing the position to 1,408 shares worth $476K. The position accounts for 0.09% of the portfolio, ranked #76.

Shulman DeMeo Asset Management first reported a position in AXP in Q3 2021 and has held it in 18 quarters since. The position peaked at $522K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Shulman DeMeo Asset Management held 1,408 shares of American Express worth $476K as of Q2 2026.
  • Shulman DeMeo Asset Management bought 5 American Express shares in Q2 2026, an estimated $1.6K.
  • American Express made up 0.09% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #76 holding.
  • Shulman DeMeo Asset Management first reported a position in American Express in Q3 2021 and has held it in 18 quarters since.
  • Shulman DeMeo Asset Management's American Express position peaked at $522K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.