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Stephenson & Company’s American Express AXP Stock Holding History

Stephenson & Company’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 		$311K Hold
918
– – 0.15% 33
2026
Q1 		$278K Hold
918
– – 0.15% 31
2025
Q4 		$340K Hold
918
– – 0.19% 28
2025
Q3 		$305K Hold
918
– – 0.18% 30
2025
Q2 		$293K Hold
918
– – 0.18% 30
2025
Q1 		$247K Hold
918
– – 0.16% 32
2024
Q4 		$272K Hold
918
– – 0.18% 29
2024
Q3 		$249K Hold
918
– – 0.17% 33
2024
Q2 		$213K Hold
918
– – 0.16% 35
2024
Q1 		$209K Buy
+918
New +$190K 0.15% 37

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

Stephenson & Company's AXP Position: Q2 2026 in Review

Stephenson & Company held its American Express (AXP) position steady in Q2 2026 at 918 shares worth $311K. The position accounts for 0.15% of the portfolio, ranked #33.

Stephenson & Company first reported a position in AXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $340K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Stephenson & Company held 918 shares of American Express worth $311K as of Q2 2026.
  • Stephenson & Company left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.15% of Stephenson & Company's portfolio in Q2 2026, its #33 holding.
  • Stephenson & Company first reported a position in American Express in Q1 2024 and has held it in 10 quarters since.
  • Stephenson & Company's American Express position peaked at $340K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.