TA
AXP icon

TKG Advisors’s American Express AXP Stock Holding History

TKG Advisors’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 		– Sell
-18,271
Closed -$5.53M – 95
2026
Q1 		$5.53M Buy
18,271
+153
+0.8% +$51.3K 2.28% 12
2025
Q4 		$6.7M Sell
18,118
-655
-3% -$234K 2.7% 10
2025
Q3 		$6.24M Sell
18,773
-422
-2% -$134K 2.67% 9
2025
Q2 		$6.12M Sell
19,195
-488
-2% -$137K 2.74% 9
2025
Q1 		$5.3M Buy
19,683
+1,229
+7% +$363K 2.61% 9
2024
Q4 		$5.93M Buy
18,454
+557
+3% +$160K 2.73% 10
2024
Q3 		$4.85M Buy
17,897
+9,560
+115% +$2.38M 2.4% 11
2024
Q2 		$1.93M Buy
+8,337
New +$1.93M 1.05% 34
2022
Q4 		– Sell
-10,938
Closed -$1.48M – 86
2022
Q3 		$1.48M Buy
+10,938
New +$1.66M 1.17% 29

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

TKG Advisors's AXP Position: Q2 2026 in Review

TKG Advisors sold out of American Express (AXP) in Q2 2026, closing a stake of 18,271 shares — an estimated $5.53M sold.

TKG Advisors first reported a position in AXP in Q3 2022 and held it in 9 quarters. The position peaked at $6.7M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • TKG Advisors reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • TKG Advisors sold 18,271 American Express shares in Q2 2026, an estimated $5.53M.
  • TKG Advisors first reported a position in American Express in Q3 2022 and held it in 9 quarters.
  • TKG Advisors's American Express position peaked at $6.7M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on TKG Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.