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Syverson Strege & Co’s American Express AXP Stock Holding History

Syverson Strege & Co’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 		$312K Sell
921
-8
-0.9% -$2.56K 0.07% 127
2026
Q1 		$281K Sell
929
-39
-4% -$13.1K 0.07% 126
2025
Q4 		$358K Sell
968
-53
-5% -$19K 0.08% 98
2025
Q3 		$339K Sell
1,021
-105
-9% -$33.4K 0.08% 99
2025
Q2 		$359K Buy
+1,126
New +$317K 0.08% 96

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

Syverson Strege & Co's AXP Position: Q2 2026 in Review

Syverson Strege & Co reduced its American Express (AXP) stake by 0.86% in Q2 2026, selling an estimated $2.56K and leaving 921 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #127.

Syverson Strege & Co first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. The position peaked at $359K in Q2 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Syverson Strege & Co held 921 shares of American Express worth $312K as of Q2 2026.
  • Syverson Strege & Co sold 8 American Express shares in Q2 2026, an estimated $2.56K.
  • American Express made up 0.07% of Syverson Strege & Co's portfolio in Q2 2026, its #127 holding.
  • Syverson Strege & Co first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
  • Syverson Strege & Co's American Express position peaked at $359K in Q2 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.