Southeast Asset Advisors’s American Express AXP Stock Holding History

Southeast Asset 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	$436K	Buy	1,289 +3	+0.2%	+$961	0.04%	151
2026 Q1	$389K	Buy	1,286 +2	+0.2%	+$671	0.04%	152
2025 Q4	$475K	Buy	1,284 +2	+0.2%	+$716	0.05%	144
2025 Q3	$426K	Sell	1,282 -14	-1%	-$4.45K	0.05%	150
2025 Q2	$413K	Buy	1,296 +19	+1%	+$5.35K	0.05%	140
2025 Q1	$344K	Buy	1,277 +2	+0.2%	+$591	0.04%	147
2024 Q4	$378K	Buy	1,275 +2	+0.2%	+$575	0.05%	127
2024 Q3	$345K	Buy	1,273 +3	+0.2%	+$747	0.04%	134
2024 Q2	$294K	Buy	1,270 +2	+0.2%	+$463	0.04%	141
2024 Q1	$289K	Buy	1,268 +3	+0.2%	+$622	0.03%	144
2023 Q4	$237K	Buy	+1,265	New	+$204K	0.03%	151
2023 Q3	–	Sell	-1,458	Closed	-$254K	–	154
2023 Q2	$254K	Buy	1,458 +3	+0.2%	+$484	0.04%	137
2023 Q1	$240K	Buy	+1,455	New	+$241K	0.04%	134
2022 Q2	–	Sell	-1,245	Closed	-$233K	–	144
2022 Q1	$233K	Buy	1,245 +2	+0.2%	+$361	0.03%	141
2021 Q4	$203K	Sell	1,243 -4	-0.3%	-$682	0.03%	142
2021 Q3	$209K	Buy	1,247 +9	+0.7%	+$1.5K	0.03%	133
2021 Q2	$205K	Buy	+1,238	New	+$194K	0.03%	133

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

Southeast Asset Advisors's AXP Position: Q2 2026 in Review

Southeast Asset Advisors increased its American Express (AXP) stake by 0.23% in Q2 2026, buying an estimated $961 and bringing the position to 1,289 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #151.

Southeast Asset Advisors first reported a position in AXP in Q2 2021 and has held it in 17 quarters since. The position peaked at $475K in Q4 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Southeast Asset Advisors held 1,289 shares of American Express worth $436K as of Q2 2026.
Southeast Asset Advisors bought 3 American Express shares in Q2 2026, an estimated $961.
American Express made up 0.04% of Southeast Asset Advisors's portfolio in Q2 2026, its #151 holding.
Southeast Asset Advisors first reported a position in American Express in Q2 2021 and has held it in 17 quarters since.
Southeast Asset Advisors's American Express position peaked at $475K in Q4 2025.
3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.