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Torrey Growth & Income Advisors’s American Express AXP Stock Holding History

Torrey Growth & Income 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 		$10.1M Sell
29,747
-209
-0.7% -$66.9K 3.41% 4
2026
Q1 		$8.98M Sell
29,956
-4,010
-12% -$1.34M 3.76% 5
2025
Q4 		$12.6M Sell
33,966
-4,643
-12% -$1.66M 4.37% 4
2025
Q3 		$12.8M Buy
+38,609
New +$12.3M 3.77% 6

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

Torrey Growth & Income Advisors's AXP Position: Q2 2026 in Review

Torrey Growth & Income Advisors reduced its American Express (AXP) stake by 0.7% in Q2 2026, selling an estimated $66.9K and leaving 29,747 shares worth $10.1M. The position accounts for 3.41% of the portfolio, ranked #4.

Torrey Growth & Income Advisors first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.8M in Q3 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Torrey Growth & Income Advisors held 29,747 shares of American Express worth $10.1M as of Q2 2026.
  • Torrey Growth & Income Advisors sold 209 American Express shares in Q2 2026, an estimated $66.9K.
  • American Express made up 3.41% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #4 holding.
  • Torrey Growth & Income Advisors first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • Torrey Growth & Income Advisors's American Express position peaked at $12.8M in Q3 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.