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Sumitomo Mitsui Financial Group’s American Express AXP Stock Holding History

Sumitomo Mitsui Financial Group’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 		$32.7M Buy
96,529
+611
+0.6% +$196K 0.62% 29
2026
Q1 		$29M Buy
95,918
+9,047
+10% +$3.03M 0.59% 29
2025
Q4 		$32.1M Buy
86,871
+4,008
+5% +$1.43M 0.57% 28
2025
Q3 		$27.5M Buy
82,863
+8,651
+12% +$2.75M 0.48% 29
2025
Q2 		$23.7M Buy
74,212
+16,262
+28% +$4.58M 0.39% 29
2025
Q1 		$15.6M Buy
+57,950
New +$17.1M 0.29% 36

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

Sumitomo Mitsui Financial Group's AXP Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group increased its American Express (AXP) stake by 0.64% in Q2 2026, buying an estimated $196K and bringing the position to 96,529 shares worth $32.7M. The position accounts for 0.62% of the portfolio, ranked #29.

Sumitomo Mitsui Financial Group first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 96,529 shares of American Express worth $32.7M as of Q2 2026.
  • Sumitomo Mitsui Financial Group bought 611 American Express shares in Q2 2026, an estimated $196K.
  • American Express made up 0.62% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #29 holding.
  • Sumitomo Mitsui Financial Group first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.