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STALEY CAPITAL ADVISERS’s American Express AXP Stock Holding History

STALEY CAPITAL ADVISERS’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 		$203K Buy
+600
New +$192K 0.01% 184
2026
Q1 		– Sell
-600
Closed -$222K – 186
2025
Q4 		$222K Buy
+600
New +$215K 0.01% 174

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

STALEY CAPITAL ADVISERS's AXP Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS opened a new position in American Express (AXP) in Q2 2026: 600 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #184 among its holdings. This is a return to the name: STALEY CAPITAL ADVISERS previously reported a position in AXP as recently as Q4 2025.

STALEY CAPITAL ADVISERS first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. The position peaked at $222K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • STALEY CAPITAL ADVISERS held 600 shares of American Express worth $203K as of Q2 2026.
  • American Express was a new STALEY CAPITAL ADVISERS position in Q2 2026.
  • American Express made up 0.01% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #184 holding.
  • STALEY CAPITAL ADVISERS first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
  • STALEY CAPITAL ADVISERS's American Express position peaked at $222K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.