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SWP Investment Management’s American Express AXP Stock Holding History

SWP Investment Management’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 		$3.35M Buy
9,908
+360
+4% +$115K 2.31% 16
2026
Q1 		$2.89M Buy
9,548
+3,500
+58% +$1.17M 2.16% 20
2025
Q4 		$2.24M Buy
6,048
+1,548
+34% +$554K 1.62% 30
2025
Q3 		$1.49M Buy
+4,500
New +$1.43M 1.47% 38

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

SWP Investment Management's AXP Position: Q2 2026 in Review

SWP Investment Management increased its American Express (AXP) stake by 3.8% in Q2 2026, buying an estimated $115K and bringing the position to 9,908 shares worth $3.35M. The position accounts for 2.31% of the portfolio, ranked #16.

SWP Investment Management first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. 2,987 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • SWP Investment Management held 9,908 shares of American Express worth $3.35M as of Q2 2026.
  • SWP Investment Management bought 360 American Express shares in Q2 2026, an estimated $115K.
  • American Express made up 2.31% of SWP Investment Management's portfolio in Q2 2026, its #16 holding.
  • SWP Investment Management first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • 2,987 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.