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TAGStone Capital’s American Express AXP Stock Holding History

TAGStone 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 		$3.31M Buy
9,784
+206
+2% +$66K 1.05% 29
2026
Q1 		$2.9M Buy
9,578
+21
+0.2% +$7.04K 1.02% 28
2025
Q4 		$3.54M Sell
9,557
-200
-2% -$71.6K 1.32% 23
2025
Q3 		$3.24M Hold
9,757
– – 1.28% 25
2025
Q2 		$2.9M Buy
9,757
+53
+0.5% +$14.9K 1.2% 25
2025
Q1 		$2.61M Buy
9,704
+240
+3% +$70.9K 1.28% 21
2024
Q4 		$2.81M Buy
9,464
+108
+1% +$31K 1.38% 22
2024
Q3 		$2.54M Buy
9,356
+113
+1% +$28.1K 1.3% 22
2024
Q2 		$2.14M Buy
9,243
+26
+0.3% +$6.02K 1.21% 22
2024
Q1 		$2.1M Buy
9,217
+37
+0.4% +$7.67K 1.23% 22
2023
Q4 		$1.72M Buy
9,180
+36
+0.4% +$5.79K 1.12% 24
2023
Q3 		$1.36M Buy
9,144
+33
+0.4% +$5.4K 1% 25
2023
Q2 		$1.59M Buy
9,111
+37
+0.4% +$5.97K 1.14% 24
2023
Q1 		$1.5M Buy
9,074
+26
+0.3% +$4.31K 1.12% 23
2022
Q4 		$1.34M Buy
9,048
+30
+0.3% +$4.45K 1.1% 27
2022
Q3 		$1.22M Buy
9,018
+28
+0.3% +$4.24K 1.13% 26
2022
Q2 		$1.25M Buy
8,990
+29
+0.3% +$4.79K 1.19% 25
2022
Q1 		$1.68M Buy
8,961
+19
+0.2% +$3.43K 1.41% 21
2021
Q4 		$1.46M Buy
+8,942
New +$1.52M 1.22% 25

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

TAGStone Capital's AXP Position: Q2 2026 in Review

TAGStone Capital increased its American Express (AXP) stake by 2.2% in Q2 2026, buying an estimated $66K and bringing the position to 9,784 shares worth $3.31M. The position accounts for 1.05% of the portfolio, ranked #29.

TAGStone Capital first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.54M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • TAGStone Capital held 9,784 shares of American Express worth $3.31M as of Q2 2026.
  • TAGStone Capital bought 206 American Express shares in Q2 2026, an estimated $66K.
  • American Express made up 1.05% of TAGStone Capital's portfolio in Q2 2026, its #29 holding.
  • TAGStone Capital first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • TAGStone Capital's American Express position peaked at $3.54M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.