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Sunpointe’s American Express AXP Stock Holding History

Sunpointe’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 		$319K Sell
943
-630
-40% -$202K 0.09% 187
2026
Q1 		$476K Sell
1,573
-258
-14% -$86.5K 0.16% 139
2025
Q4 		$677K Buy
1,831
+934
+104% +$334K 0.22% 95
2025
Q3 		$298K Sell
897
-82
-8% -$26.1K 0.11% 179
2025
Q2 		$312K Buy
979
+15
+2% +$4.22K 0.12% 160
2025
Q1 		$259K Sell
964
-13
-1% -$3.84K 0.14% 134
2024
Q4 		$290K Buy
977
+121
+14% +$34.8K 0.15% 130
2024
Q3 		$232K Buy
+856
New +$213K 0.19% 141

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

Sunpointe's AXP Position: Q2 2026 in Review

Sunpointe reduced its American Express (AXP) stake by 40% in Q2 2026, selling an estimated $202K and leaving 943 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #187.

Sunpointe first reported a position in AXP in Q3 2024 and has held it in 8 quarters since. The position peaked at $677K in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Sunpointe held 943 shares of American Express worth $319K as of Q2 2026.
  • Sunpointe sold 630 American Express shares in Q2 2026, an estimated $202K.
  • American Express made up 0.09% of Sunpointe's portfolio in Q2 2026, its #187 holding.
  • Sunpointe first reported a position in American Express in Q3 2024 and has held it in 8 quarters since.
  • Sunpointe's American Express position peaked at $677K in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.