SIA
AXP icon

Stegner Investment Associates’s American Express AXP Stock Holding History

Stegner Investment Associates’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 		$220K Buy
+650
New +$208K 0.1% 31
2026
Q1 		– Sell
-650
Closed -$240K – 30
2025
Q4 		$240K Hold
650
– – 0.13% 24
2025
Q3 		$216K Hold
650
– – 0.12% 33
2025
Q2 		$207K Buy
+650
New +$183K 0.13% 26

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

Stegner Investment Associates's AXP Position: Q2 2026 in Review

Stegner Investment Associates opened a new position in American Express (AXP) in Q2 2026: 650 shares worth $220K. The stake represents 0.1% of the portfolio and ranks #31 among its holdings. This is a return to the name: Stegner Investment Associates previously reported a position in AXP as recently as Q4 2025.

Stegner Investment Associates first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $240K in Q4 2025. 2,984 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Stegner Investment Associates held 650 shares of American Express worth $220K as of Q2 2026.
  • American Express was a new Stegner Investment Associates position in Q2 2026.
  • American Express made up 0.1% of Stegner Investment Associates's portfolio in Q2 2026, its #31 holding.
  • Stegner Investment Associates first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • Stegner Investment Associates's American Express position peaked at $240K in Q4 2025.
  • 2,984 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.