Swan Capital’s American Express AXP Stock Holding History

Swan 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	$21.5K	Buy	64 +13	+25%	+$4.16K	0.01%	144
2026 Q1	$15.6K	Hold	51	–	–	0.01%	152
2025 Q4	$19K	Hold	51	–	–	0.01%	127
2025 Q3	$17.1K	Buy	+51	New	+$16.2K	0.01%	128

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

Swan Capital's AXP Position: Q2 2026 in Review

Swan Capital increased its American Express (AXP) stake by 25% in Q2 2026, buying an estimated $4.16K and bringing the position to 64 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #144.

Swan Capital first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Swan Capital held 64 shares of American Express worth $21.5K as of Q2 2026.
Swan Capital bought 13 American Express shares in Q2 2026, an estimated $4.16K.
American Express made up 0.01% of Swan Capital's portfolio in Q2 2026, its #144 holding.
Swan Capital first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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