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Tidemark’s American Express AXP Stock Holding History

Tidemark’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 		$242K Buy
715
+1
+0.1% +$320 0.05% 141
2026
Q1 		$216K Buy
714
+1
+0.1% +$335 0.05% 135
2025
Q4 		$264K Buy
713
+2
+0.3% +$716 0.08% 110
2025
Q3 		$236K Buy
711
+4
+0.6% +$1.27K 0.07% 119
2025
Q2 		$225K Buy
707
+81
+13% +$22.8K 0.07% 111
2025
Q1 		$168K Buy
626
+29
+5% +$8.57K 0.06% 127
2024
Q4 		$177K Buy
597
+74
+14% +$21.3K 0.07% 117
2024
Q3 		$142K Buy
523
+3
+0.6% +$747 0.06% 137
2024
Q2 		$120K Buy
520
+34
+7% +$7.87K 0.06% 138
2024
Q1 		$111K Buy
486
+171
+54% +$35.5K 0.06% 162
2023
Q4 		$59K Buy
+315
New +$50.7K 0.04% 206

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

Tidemark's AXP Position: Q2 2026 in Review

Tidemark increased its American Express (AXP) stake by 0.14% in Q2 2026, buying an estimated $320 and bringing the position to 715 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #141.

Tidemark first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $264K in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Tidemark held 715 shares of American Express worth $242K as of Q2 2026.
  • Tidemark bought 1 American Express share in Q2 2026, an estimated $320.
  • American Express made up 0.05% of Tidemark's portfolio in Q2 2026, its #141 holding.
  • Tidemark first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's American Express position peaked at $264K in Q4 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.