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Stratos Investment Management’s American Express AXP Stock Holding History

Stratos Investment Management’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 		$12.5M Buy
36,997
+650
+2% +$208K 0.45% 53
2026
Q1 		$11M Sell
36,347
-4,113
-10% -$1.38M 0.44% 58
2025
Q4 		$15M Buy
40,460
+502
+1% +$180K 0.6% 42
2025
Q3 		$13.3M Buy
39,958
+483
+1% +$154K 0.55% 43
2025
Q2 		$12.6M Buy
39,475
+678
+2% +$191K 0.58% 41
2025
Q1 		$10.4M Buy
38,797
+6,409
+20% +$1.89M 0.56% 42
2024
Q4 		$9.61M Sell
32,388
-2,336
-7% -$671K 0.58% 43
2024
Q3 		$9.42M Buy
34,724
+1,937
+6% +$482K 0.66% 41
2024
Q2 		$7.59M Buy
32,787
+6,637
+25% +$1.54M 0.63% 42
2024
Q1 		$5.95M Buy
26,150
+780
+3% +$162K 0.58% 52
2023
Q4 		$4.75M Buy
25,370
+844
+3% +$136K 0.56% 53
2023
Q3 		$3.66M Buy
24,526
+1,947
+9% +$318K 0.55% 54
2023
Q2 		$3.93M Buy
22,579
+983
+5% +$159K 0.6% 48
2023
Q1 		$3.56M Buy
21,596
+2,015
+10% +$334K 0.6% 48
2022
Q4 		$2.89M Buy
19,581
+710
+4% +$105K 0.52% 57
2022
Q3 		$2.55M Sell
18,871
-1,413
-7% -$214K 0.51% 54
2022
Q2 		$2.81M Buy
20,284
+428
+2% +$70.7K 0.53% 54
2022
Q1 		$3.71M Sell
19,856
-762
-4% -$138K 0.62% 48
2021
Q4 		$3.37M Buy
20,618
+760
+4% +$130K 0.53% 56
2021
Q3 		$3.33M Buy
19,858
+2,183
+12% +$365K 0.58% 54
2021
Q2 		$2.92M Buy
17,675
+986
+6% +$154K 0.8% 41
2021
Q1 		$2.36M Sell
16,689
-1,067
-6% -$141K 0.75% 45
2020
Q4 		$2.15M Buy
17,756
+1,505
+9% +$167K 0.68% 50
2020
Q3 		$1.63M Buy
16,251
+479
+3% +$47.1K 0.59% 50
2020
Q2 		$1.5M Buy
15,772
+2,264
+17% +$208K 0.64% 48
2020
Q1 		$1.16M Buy
+13,508
New +$1.57M 0.62% 50

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

Stratos Investment Management's AXP Position: Q2 2026 in Review

Stratos Investment Management increased its American Express (AXP) stake by 1.8% in Q2 2026, buying an estimated $208K and bringing the position to 36,997 shares worth $12.5M. The position accounts for 0.45% of the portfolio, ranked #53.

Stratos Investment Management first reported a position in AXP in Q1 2020 and has held it in 26 quarters since. The position peaked at $15M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Stratos Investment Management held 36,997 shares of American Express worth $12.5M as of Q2 2026.
  • Stratos Investment Management bought 650 American Express shares in Q2 2026, an estimated $208K.
  • American Express made up 0.45% of Stratos Investment Management's portfolio in Q2 2026, its #53 holding.
  • Stratos Investment Management first reported a position in American Express in Q1 2020 and has held it in 26 quarters since.
  • Stratos Investment Management's American Express position peaked at $15M in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.