Sierra Capital’s American Express AXP Stock Holding History

Sierra Capital’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	$807K	Hold	2,386	–	–	0.08%	146
2026 Q1	$722K	Buy	2,386 +1,385	+138%	+$464K	0.08%	149
2025 Q4	$370K	Hold	1,001	–	–	0.04%	171
2025 Q3	$332K	Hold	1,001	–	–	0.04%	186
2025 Q2	$319K	Hold	1,001	–	–	0.04%	184
2025 Q1	$269K	Sell	1,001 -862	-46%	-$255K	0.03%	177
2024 Q4	$553K	Sell	1,863 -97	-5%	-$27.9K	0.07%	153
2024 Q3	$532K	Buy	+1,960	New	+$488K	0.06%	158
2023 Q1	–	Sell	-1,499	Closed	-$221K	–	220
2022 Q4	$221K	Buy	1,499 +170	+13%	+$25.2K	0.04%	178
2022 Q3	$179K	Sell	1,329 -1,347	-50%	-$204K	0.03%	187
2022 Q2	$371K	Sell	2,676 -33	-1%	-$5.45K	0.07%	147
2022 Q1	$507K	Buy	2,709 +21	+0.8%	+$3.79K	0.08%	140
2021 Q4	$440K	Buy	2,688 +1,695	+171%	+$289K	0.07%	153
2021 Q3	$166K	Hold	993	–	–	0.03%	216
2021 Q2	$164K	Sell	993 -465	-32%	-$72.8K	0.03%	194
2021 Q1	$206K	Buy	+1,458	New	+$193K	0.04%	173

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Sierra Capital's AXP Position: Q2 2026 in Review

Sierra Capital held its American Express (AXP) position steady in Q2 2026 at 2,386 shares worth $807K. The position accounts for 0.08% of the portfolio, ranked #146.

Sierra Capital first reported a position in AXP in Q1 2021 and has held it in 16 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sierra Capital held 2,386 shares of American Express worth $807K as of Q2 2026.
Sierra Capital left its American Express share count unchanged in Q2 2026.
American Express made up 0.08% of Sierra Capital's portfolio in Q2 2026, its #146 holding.
Sierra Capital first reported a position in American Express in Q1 2021 and has held it in 16 quarters since.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.