Vest Financial’s American Express AXP Stock Holding History

Vest Financial’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	$68.7M	Buy	202,990 +17,863	+10%	+$5.72M	0.72%	33
2026 Q1	$56M	Buy	185,127 +21,679	+13%	+$7.27M	0.67%	47
2025 Q4	$60.5M	Buy	163,448 +7,195	+5%	+$2.57M	0.77%	31
2025 Q3	$51.9M	Buy	156,253 +7,763	+5%	+$2.47M	0.68%	66
2025 Q2	$47.4M	Buy	148,490 +5,648	+4%	+$1.59M	0.67%	77
2025 Q1	$38.4M	Buy	142,842 +31,266	+28%	+$9.24M	0.6%	86
2024 Q4	$33.1M	Buy	111,576 +9,129	+9%	+$2.62M	0.59%	101
2024 Q3	$27.8M	Buy	102,447 +6,240	+6%	+$1.55M	0.54%	99
2024 Q2	$22.3M	Buy	96,207 +15,025	+19%	+$3.48M	0.53%	100
2024 Q1	$18.5M	Buy	81,182 +11,430	+16%	+$2.37M	0.49%	100
2023 Q4	$13.1M	Buy	69,752 +13,594	+24%	+$2.19M	0.49%	89
2023 Q3	$8.38M	Buy	56,158 +25,829	+85%	+$4.22M	0.46%	110
2023 Q2	$5.29M	Buy	30,329 +21,705	+252%	+$3.5M	0.49%	86
2023 Q1	$1.42M	Buy	8,624 +6,031	+233%	+$1M	0.19%	87
2022 Q4	$383K	Buy	+2,593	New	+$384K	0.06%	88

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

Vest Financial's AXP Position: Q2 2026 in Review

Vest Financial increased its American Express (AXP) stake by 9.6% in Q2 2026, buying an estimated $5.72M and bringing the position to 202,990 shares worth $68.7M. The position accounts for 0.72% of the portfolio, ranked #33.

Vest Financial first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Vest Financial held 202,990 shares of American Express worth $68.7M as of Q2 2026.
Vest Financial bought 17,863 American Express shares in Q2 2026, an estimated $5.72M.
American Express made up 0.72% of Vest Financial's portfolio in Q2 2026, its #33 holding.
Vest Financial first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.