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Summit Securities Group’s American Express AXP Stock Holding History

Summit Securities 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
2024
Q1 		– Sell
-200
Closed -$37K – 478
2023
Q4 		$37K Buy
+200
New +$32.2K ﹤0.01% 420
2022
Q1 		– Sell
-100
Closed -$16K – 1094
2021
Q4 		$16K Buy
+100
New +$17.1K ﹤0.01% 765

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 Securities Group's AXP Position: Q2 2026 in Review

Summit Securities Group reduced its American Express (AXP) stake by 85% in Q2 2026, selling an estimated $333K and leaving 177 shares worth $59.9K. The position accounts for 0.01% of the portfolio, ranked #553.

Summit Securities Group first reported a position in AXP in Q3 2013 and has held it in 26 quarters since. The position peaked at $2.23M in Q2 2021. 3,003 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Summit Securities Group held 177 shares of American Express worth $59.9K as of Q2 2026.
  • Summit Securities Group sold 1,041 American Express shares in Q2 2026, an estimated $333K.
  • American Express made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #553 holding.
  • Summit Securities Group first reported a position in American Express in Q3 2013 and has held it in 26 quarters since.
  • Summit Securities Group's American Express position peaked at $2.23M in Q2 2021.
  • 3,003 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.