SummitTX Capital’s American Express AXP Stock Holding History

SummitTX Capital’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	–	Sell	-5,651	Closed	-$1.71M	–	783
2026 Q1	$1.71M	Buy	+5,651	New	+$1.89M	0.05%	331
2025 Q4	–	Sell	-4,006	Closed	-$1.33M	–	702
2025 Q3	$1.33M	Buy	+4,006	New	+$1.27M	0.05%	326

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

SummitTX Capital's AXP Position: Q2 2026 in Review

SummitTX Capital sold out of American Express (AXP) in Q2 2026, closing a stake of 5,651 shares — an estimated $1.71M sold.

SummitTX Capital first reported a position in AXP in Q3 2025 and held it in 2 quarters. The position peaked at $1.71M in Q1 2026. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

SummitTX Capital reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 5,651 American Express shares in Q2 2026, an estimated $1.71M.
SummitTX Capital first reported a position in American Express in Q3 2025 and held it in 2 quarters.
SummitTX Capital's American Express position peaked at $1.71M in Q1 2026.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.