UAM
AXP icon

Unison Asset Management’s American Express AXP Stock Holding History

Unison Asset Management’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 		$16.5M Buy
48,782
+1,397
+3% +$447K 6.7% 5
2026
Q1 		$14.3M Buy
47,385
+9,297
+24% +$3.12M 6.55% 5
2025
Q4 		$14.1M Buy
38,088
+921
+2% +$330K 6.31% 5
2025
Q3 		$12.3M Hold
37,167
– – 5.77% 6
2025
Q2 		$11.9M Buy
37,167
+1,686
+5% +$475K 5.98% 6
2025
Q1 		$8.57M Buy
35,481
+622
+2% +$184K 5.05% 8
2024
Q4 		$10.3M Buy
34,859
+855
+3% +$246K 5.07% 5
2024
Q3 		$9.22M Sell
34,004
-53
-0.2% -$13.2K 4.38% 9
2024
Q2 		$7.89M Buy
34,057
+235
+0.7% +$54.4K 3.99% 11
2024
Q1 		$7.7M Sell
33,822
-272
-0.8% -$56.4K 4.03% 11
2023
Q4 		$6.39M Hold
34,094
– – 3.75% 11
2023
Q3 		$5.09M Buy
34,094
+1,408
+4% +$230K 3.35% 12
2023
Q2 		$5.69M Sell
32,686
-100
-0.3% -$16.1K 3.8% 10
2023
Q1 		$5.41M Hold
32,786
– – 4.1% 9
2022
Q4 		$4.84M Buy
32,786
+113
+0.3% +$16.7K 4.02% 12
2022
Q3 		$4.41M Buy
32,673
+3,522
+12% +$533K 3.97% 12
2022
Q2 		$4.04M Buy
29,151
+1,957
+7% +$323K 3.95% 13
2022
Q1 		$5.08M Hold
27,194
– – 4.36% 9
2021
Q4 		$4.45M Hold
27,194
– – 3.67% 15
2021
Q3 		$4.56M Sell
27,194
-90
-0.3% -$15K 4.05% 10
2021
Q2 		$4.51M Sell
27,284
-1
-0% -$157 3.93% 10
2021
Q1 		$3.86M Hold
27,285
– – 3.57% 11
2020
Q4 		$3.3M Buy
+27,285
New +$3.02M 3.27% 11

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

Unison Asset Management's AXP Position: Q2 2026 in Review

Unison Asset Management increased its American Express (AXP) stake by 2.9% in Q2 2026, buying an estimated $447K and bringing the position to 48,782 shares worth $16.5M. The position accounts for 6.7% of the portfolio, ranked #5.

Unison Asset Management first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Unison Asset Management held 48,782 shares of American Express worth $16.5M as of Q2 2026.
  • Unison Asset Management bought 1,397 American Express shares in Q2 2026, an estimated $447K.
  • American Express made up 6.7% of Unison Asset Management's portfolio in Q2 2026, its #5 holding.
  • Unison Asset Management first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
  • 3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Unison Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.