Trivant Custom Portfolio Group’s American Express AXP Stock Holding History

Trivant Custom Portfolio Group’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	-1,176	Closed	-$356K	–	82
2026 Q1	$356K	Buy	+1,176	New	+$394K	0.2%	77

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Trivant Custom Portfolio Group's AXP Position: Q2 2026 in Review

Trivant Custom Portfolio Group sold out of American Express (AXP) in Q2 2026, closing a stake of 1,176 shares — an estimated $356K sold.

Trivant Custom Portfolio Group first reported a position in AXP in Q1 2026 and held it in 1 quarter. The position peaked at $356K in Q1 2026. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Trivant Custom Portfolio Group reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Trivant Custom Portfolio Group sold 1,176 American Express shares in Q2 2026, an estimated $356K.
Trivant Custom Portfolio Group first reported a position in American Express in Q1 2026 and held it in 1 quarter.
Trivant Custom Portfolio Group's American Express position peaked at $356K in Q1 2026.
3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.