Vanguard Personalized Indexing Management’s American Express AXP Stock Holding History

Vanguard Personalized Indexing 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	$32.7M	Buy	96,697 +6,848	+8%	+$2.19M	0.27%	59
2026 Q1	$27.2M	Sell	89,849 -821	-0.9%	-$275K	0.27%	59
2025 Q4	$33.5M	Buy	90,670 +6,689	+8%	+$2.39M	0.33%	44
2025 Q3	$27.9M	Buy	83,981 +2,204	+3%	+$701K	0.29%	48
2025 Q2	$26.1M	Buy	81,777 +11,629	+17%	+$3.27M	0.29%	49
2025 Q1	$18.9M	Buy	70,148 +1,309	+2%	+$387K	0.28%	55
2024 Q4	$20.4M	Buy	68,839 +250	+0.4%	+$71.8K	0.31%	41
2024 Q3	$18.6M	Buy	68,589 +5,855	+9%	+$1.46M	0.3%	47
2024 Q2	$14.5M	Buy	62,734 +2,585	+4%	+$599K	0.28%	52
2024 Q1	$13.7M	Buy	60,149 +5,510	+10%	+$1.14M	0.29%	50
2023 Q4	$10.2M	Buy	54,639 +2,347	+4%	+$378K	0.26%	54
2023 Q3	$7.8M	Buy	52,292 +497	+1%	+$81.3K	0.23%	70
2023 Q2	$9.02M	Buy	51,795 +2,637	+5%	+$425K	0.28%	51
2023 Q1	$8.11M	Buy	49,158 +7,328	+18%	+$1.22M	0.28%	56
2022 Q4	$6.18M	Buy	41,830 +1,958	+5%	+$290K	0.26%	61
2022 Q3	$5.38M	Buy	39,872 +4,127	+12%	+$625K	0.24%	68
2022 Q2	$4.96M	Sell	35,745 -1,087	-3%	-$180K	0.23%	75
2022 Q1	$6.89M	Buy	36,832 +7,813	+27%	+$1.41M	0.33%	43
2021 Q4	$4.75M	Buy	29,019 +12,193	+72%	+$2.08M	0.28%	58
2021 Q3	$2.82M	Sell	16,826 -3,127	-16%	-$523K	0.25%	66
2021 Q2	$3.3M	Buy	19,953 +8,217	+70%	+$1.29M	0.35%	46
2021 Q1	$1.66M	Buy	11,736 +5,946	+103%	+$786K	0.25%	82
2020 Q4	$700K	Buy	5,790 +966	+20%	+$107K	0.15%	154
2020 Q3	$484K	Buy	4,824 +2,127	+79%	+$209K	0.14%	179
2020 Q2	$257K	Buy	+2,697	New	+$248K	0.12%	227

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

Vanguard Personalized Indexing Management's AXP Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its American Express (AXP) stake by 7.6% in Q2 2026, buying an estimated $2.19M and bringing the position to 96,697 shares worth $32.7M. The position accounts for 0.27% of the portfolio, ranked #59.

Vanguard Personalized Indexing Management first reported a position in AXP in Q2 2020 and has held it in 25 quarters since. The position peaked at $33.5M in Q4 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Vanguard Personalized Indexing Management held 96,697 shares of American Express worth $32.7M as of Q2 2026.
Vanguard Personalized Indexing Management bought 6,848 American Express shares in Q2 2026, an estimated $2.19M.
American Express made up 0.27% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #59 holding.
Vanguard Personalized Indexing Management first reported a position in American Express in Q2 2020 and has held it in 25 quarters since.
Vanguard Personalized Indexing Management's American Express position peaked at $33.5M in Q4 2025.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.