South Street Advisors’s American Express AXP Stock Holding History

South Street 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	$317K	Hold	938	–	–	0.04%	66
2026 Q1	$284K	Hold	938	–	–	0.04%	71
2025 Q4	$347K	Buy	938 +54	+6%	+$19.3K	0.05%	65
2025 Q3	$294K	Buy	+884	New	+$281K	0.04%	69
2015 Q4	–	Sell	-11,000	Closed	-$815K	–	59
2015 Q3	$815K	Hold	11,000	–	–	0.28%	39
2015 Q2	$854K	Hold	11,000	–	–	0.27%	42
2015 Q1	$859K	Hold	11,000	–	–	0.25%	42
2014 Q4	$1.02M	Hold	11,000	–	–	0.34%	39
2014 Q3	$962K	Sell	11,000 -100,240	-90%	-$9.02M	0.35%	40
2014 Q2	$10.6M	Buy	111,240 +4,410	+4%	+$398K	2.99%	6
2014 Q1	$9.62M	Buy	106,830 +12,720	+14%	+$1.14M	3.82%	6
2013 Q4	$8.54M	Buy	94,110 +6,480	+7%	+$532K	3.57%	9
2013 Q3	$6.62M	Buy	87,630 +1,730	+2%	+$130K	3.17%	13
2013 Q2	$6.42M	Buy	+85,900	New	+$6.11M	3.37%	14

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

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

South Street Advisors held its American Express (AXP) position steady in Q2 2026 at 938 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #66.

South Street Advisors first reported a position in AXP in Q2 2013 and has held it in 14 quarters since. The position peaked at $10.6M in Q2 2014. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

South Street Advisors held 938 shares of American Express worth $317K as of Q2 2026.
South Street Advisors left its American Express share count unchanged in Q2 2026.
American Express made up 0.04% of South Street Advisors's portfolio in Q2 2026, its #66 holding.
South Street Advisors first reported a position in American Express in Q2 2013 and has held it in 14 quarters since.
South Street Advisors's American Express position peaked at $10.6M in Q2 2014.
3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on South Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.