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Simon Quick Advisors’s American Express AXP Stock Holding History

Simon Quick 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 		$248K Buy
+732
New +$234K 0.01% 368
2026
Q1 		– Sell
-956
Closed -$354K – 379
2025
Q4 		$354K Buy
956
+307
+47% +$110K 0.02% 291
2025
Q3 		$216K Buy
+649
New +$206K 0.01% 376
2025
Q2 		– Sell
-3,175
Closed -$854K – 385
2025
Q1 		$854K Buy
3,175
+147
+5% +$43.5K 0.05% 186
2024
Q4 		$899K Buy
3,028
+566
+23% +$163K 0.05% 167
2024
Q3 		$668K Buy
2,462
+341
+16% +$84.9K 0.04% 199
2024
Q2 		$491K Buy
2,121
+774
+57% +$179K 0.03% 222
2024
Q1 		$307K Buy
+1,347
New +$279K 0.02% 290
2021
Q4 		– Sell
-15
Closed -$2K – 371
2021
Q3 		$2K Sell
15
-8
-35% -$1.34K ﹤0.01% 395
2021
Q2 		$3K Buy
+23
New +$3.6K ﹤0.01% 408
2020
Q4 		– Sell
-857
Closed -$86K – 436
2020
Q3 		$86K Hold
857
– – 0.02% 143
2020
Q2 		$82K Hold
857
– – 0.03% 146
2020
Q1 		$73K Sell
857
-397
-32% -$46.2K 0.03% 152
2019
Q4 		$156K Sell
1,254
-461
-27% -$55.1K 0.06% 108
2019
Q3 		$203K Buy
1,715
+574
+50% +$70.4K 0.09% 72
2019
Q2 		$141K Buy
1,141
+26
+2% +$3.05K 0.07% 74
2019
Q1 		$122K Hold
1,115
– – 0.05% 102
2018
Q4 		$106K Sell
1,115
-29
-3% -$3.03K 0.04% 108
2018
Q3 		$122K Hold
1,144
– – 0.05% 101
2018
Q2 		$112K Hold
1,144
– – 0.05% 110
2018
Q1 		$107K Hold
1,144
– – 0.04% 131
2017
Q4 		$114K Sell
1,144
-789
-41% -$75.1K 0.05% 140
2017
Q3 		$175K Buy
1,933
+818
+73% +$70.3K 0.06% 142
2017
Q2 		$94K Sell
1,115
-879
-44% -$69.5K 0.05% 95
2017
Q1 		$158K Hold
1,994
– – 0.09% 98
2016
Q4 		$148K Buy
+1,994
New +$138K 0.11% 100

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

Simon Quick Advisors's AXP Position: Q2 2026 in Review

Simon Quick Advisors opened a new position in American Express (AXP) in Q2 2026: 732 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Simon Quick Advisors previously reported a position in AXP as recently as Q4 2025.

Simon Quick Advisors first reported a position in AXP in Q4 2016 and has held it in 26 quarters since. The position peaked at $899K in Q4 2024. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Simon Quick Advisors held 732 shares of American Express worth $248K as of Q2 2026.
  • American Express was a new Simon Quick Advisors position in Q2 2026.
  • American Express made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #368 holding.
  • Simon Quick Advisors first reported a position in American Express in Q4 2016 and has held it in 26 quarters since.
  • Simon Quick Advisors's American Express position peaked at $899K in Q4 2024.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.