US Asset Management LLC’s American Express AXP Stock Holding History

US Asset Management LLC’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	$1.06M	Hold	3,124	–	–	0.8%	30
2026 Q1	$945K	Sell	3,124 -26	-0.8%	-$8.72K	0.82%	29
2025 Q4	$1.17M	Sell	3,150 -33	-1%	-$11.8K	0.95%	23
2025 Q3	$1.06M	Hold	3,183	–	–	0.87%	27
2025 Q2	$1.02M	Hold	3,183	–	–	0.88%	28
2025 Q1	$856K	Sell	3,183 -17	-0.5%	-$5.03K	0.82%	35
2024 Q4	$950K	Sell	3,200 -136	-4%	-$39.1K	0.85%	30
2024 Q3	$960K	Sell	3,336 -8	-0.2%	-$1.99K	0.85%	29
2024 Q2	$774K	Sell	3,344 -112	-3%	-$25.9K	0.7%	37
2024 Q1	$787K	Sell	3,456 -49	-1%	-$10.2K	0.71%	38
2023 Q4	$657K	Buy	+3,505	New	+$564K	0.65%	47
2023 Q2	$614K	Sell	3,523 -4	-0.1%	-$645	0.65%	42
2023 Q1	$582K	Sell	3,527 -13	-0.4%	-$2.16K	0.59%	43
2022 Q4	$523K	Buy	+3,540	New	+$525K	0.56%	53
2022 Q2	$491K	Hold	3,540	–	–	0.54%	54
2022 Q1	$662K	Hold	3,540	–	–	0.61%	44
2021 Q4	$579K	Sell	3,540 -4	-0.1%	-$682	0.55%	55
2021 Q3	$594K	Buy	+3,544	New	+$593K	0.58%	53

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

US Asset Management LLC's AXP Position: Q2 2026 in Review

US Asset Management LLC held its American Express (AXP) position steady in Q2 2026 at 3,124 shares worth $1.06M. The position accounts for 0.8% of the portfolio, ranked #30.

US Asset Management LLC first reported a position in AXP in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.17M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

US Asset Management LLC held 3,124 shares of American Express worth $1.06M as of Q2 2026.
US Asset Management LLC left its American Express share count unchanged in Q2 2026.
American Express made up 0.8% of US Asset Management LLC's portfolio in Q2 2026, its #30 holding.
US Asset Management LLC first reported a position in American Express in Q3 2021 and has held it in 18 quarters since.
US Asset Management LLC's American Express position peaked at $1.17M in Q4 2025.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on US Asset Management LLC's 13F filing for Q2 2026, filed 12 Aug 2026.