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Strategic Advocates’s American Express AXP Stock Holding History

Strategic Advocates’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 		$157K Buy
465
+32
+7% +$10.2K 0.61% 39
2026
Q1 		$131K Sell
433
-5,816
-93% -$1.95M 0.58% 39
2025
Q4 		$2.33M Buy
6,249
+873
+16% +$312K 0.6% 28
2025
Q3 		$1.79M Buy
5,376
+1,014
+23% +$323K 0.47% 37
2025
Q2 		$1.39M Buy
4,362
+1,342
+44% +$378K 0.41% 39
2025
Q1 		$813K Buy
3,020
+1,213
+67% +$359K 0.28% 58
2024
Q4 		$536K Sell
1,807
-572
-24% -$164K 0.18% 62
2024
Q3 		$645K Sell
2,379
-920
-28% -$229K 0.23% 64
2024
Q2 		$764K Sell
3,299
-2,201
-40% -$510K 0.3% 49
2024
Q1 		$1.25M Sell
5,500
-1,389
-20% -$288K 0.48% 40
2023
Q4 		$1.29M Buy
6,889
+181
+3% +$29.1K 0.55% 41
2023
Q3 		$1M Buy
+6,708
New +$1.1M 0.47% 46

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

Strategic Advocates's AXP Position: Q2 2026 in Review

Strategic Advocates increased its American Express (AXP) stake by 7.4% in Q2 2026, buying an estimated $10.2K and bringing the position to 465 shares worth $157K. The position accounts for 0.61% of the portfolio, ranked #39.

Strategic Advocates first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.33M in Q4 2025. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Strategic Advocates held 465 shares of American Express worth $157K as of Q2 2026.
  • Strategic Advocates bought 32 American Express shares in Q2 2026, an estimated $10.2K.
  • American Express made up 0.61% of Strategic Advocates's portfolio in Q2 2026, its #39 holding.
  • Strategic Advocates first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
  • Strategic Advocates's American Express position peaked at $2.33M in Q4 2025.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.