Smartleaf Asset Management’s American Express AXP Stock Holding History

Smartleaf 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	$3.47M	Hold	10,190	–	–	0.11%	156
2026 Q1	$3.03M	Sell	10,190 -114	-1%	-$38.2K	0.11%	165
2025 Q4	$3.85M	Buy	10,304 +1,886	+22%	+$675K	0.15%	128
2025 Q3	$2.88M	Buy	8,418 +1,995	+31%	+$635K	0.18%	123
2025 Q2	$2.04M	Sell	6,423 -979	-13%	-$276K	0.18%	114
2025 Q1	$1.97M	Buy	7,402 +246	+3%	+$72.7K	0.19%	120
2024 Q4	$2.13M	Buy	7,156 +1,795	+33%	+$516K	0.22%	99
2024 Q3	$1.45M	Buy	5,361 +1,746	+48%	+$435K	0.18%	134
2024 Q2	$826K	Buy	3,615 +727	+25%	+$168K	0.14%	175
2024 Q1	$658K	Buy	2,888 +727	+34%	+$151K	0.13%	188
2023 Q4	$403K	Buy	+2,161	New	+$348K	0.11%	195

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

Smartleaf Asset Management's AXP Position: Q2 2026 in Review

Smartleaf Asset Management held its American Express (AXP) position steady in Q2 2026 at 10,190 shares worth $3.47M. The position accounts for 0.11% of the portfolio, ranked #156.

Smartleaf Asset Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.85M in Q4 2025. 3,011 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Smartleaf Asset Management held 10,190 shares of American Express worth $3.47M as of Q2 2026.
Smartleaf Asset Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.11% of Smartleaf Asset Management's portfolio in Q2 2026, its #156 holding.
Smartleaf Asset Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's American Express position peaked at $3.85M in Q4 2025.
3,011 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.