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Sovran Advisors’s American Express AXP Stock Holding History

Sovran 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 		$305K Sell
906
-29
-3% -$9.29K 0.02% 477
2026
Q1 		$302K Sell
935
-1
-0.1% -$335 0.02% 455
2025
Q4 		$334K Buy
936
+23
+3% +$8.23K 0.03% 426
2025
Q3 		$328K Sell
913
-61
-6% -$19.4K 0.03% 420
2025
Q2 		$309K Sell
974
-99
-9% -$27.9K 0.03% 396
2025
Q1 		$270K Sell
1,073
-87
-8% -$25.7K 0.04% 391
2024
Q4 		$348K Buy
+1,160
New +$333K 0.05% 319

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 $3.38T AUM 44.17% 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

Sovran Advisors's AXP Position: Q2 2026 in Review

Sovran Advisors reduced its American Express (AXP) stake by 3.1% in Q2 2026, selling an estimated $9.29K and leaving 906 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #477.

Sovran Advisors first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $348K in Q4 2024. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sovran Advisors held 906 shares of American Express worth $305K as of Q2 2026.
  • Sovran Advisors sold 29 American Express shares in Q2 2026, an estimated $9.29K.
  • American Express made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #477 holding.
  • Sovran Advisors first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's American Express position peaked at $348K in Q4 2024.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.