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Summit Financial’s American Express AXP Stock Holding History

Summit Financial’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 		$12.6M Sell
37,177
-1,463
-4% -$468K 0.14% 133
2026
Q1 		$11.7M Buy
38,640
+3,173
+9% +$1.06M 0.15% 127
2025
Q4 		$13.1M Buy
35,467
+694
+2% +$248K 0.19% 105
2025
Q3 		$11.6M Buy
34,773
+1,604
+5% +$510K 0.18% 109
2025
Q2 		$10.6M Buy
33,169
+3,669
+12% +$1.03M 0.24% 77
2025
Q1 		$7.94M Buy
29,500
+18,593
+170% +$5.5M 0.22% 84
2024
Q4 		$3.24M Buy
10,907
+5,708
+110% +$1.64M 0.11% 151
2024
Q3 		$1.41M Buy
5,199
+1,978
+61% +$493K 0.06% 214
2024
Q2 		$746K Buy
+3,221
New +$746K 0.03% 268
2024
Q1 		– Sell
-3,653
Closed -$684K – 385
2023
Q4 		$684K Sell
3,653
-391
-10% -$62.9K 0.04% 215
2023
Q3 		$603K Buy
4,044
+67
+2% +$11K 0.04% 217
2023
Q2 		$693K Buy
+3,977
New +$642K 0.05% 190

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

Summit Financial's AXP Position: Q2 2026 in Review

Summit Financial reduced its American Express (AXP) stake by 3.8% in Q2 2026, selling an estimated $468K and leaving 37,177 shares worth $12.6M. The position accounts for 0.14% of the portfolio, ranked #133.

Summit Financial first reported a position in AXP in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.1M in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Summit Financial held 37,177 shares of American Express worth $12.6M as of Q2 2026.
  • Summit Financial sold 1,463 American Express shares in Q2 2026, an estimated $468K.
  • American Express made up 0.14% of Summit Financial's portfolio in Q2 2026, its #133 holding.
  • Summit Financial first reported a position in American Express in Q2 2023 and has held it in 12 quarters since.
  • Summit Financial's American Express position peaked at $13.1M in Q4 2025.
  • 3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.