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VestGen Advisors’s American Express AXP Stock Holding History

VestGen Advisors’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 		$3.16M Buy
9,337
+934
+11% +$299K 0.09% 221
2026
Q1 		$2.64M Buy
8,403
+721
+9% +$242K 0.07% 244
2025
Q4 		$2.84M Buy
7,682
+329
+4% +$118K 0.12% 172
2025
Q3 		$2.44M Buy
7,353
+855
+13% +$272K 0.08% 222
2025
Q2 		$2.05M Sell
6,498
-117
-2% -$32.9K 0.08% 217
2025
Q1 		$1.78M Buy
+6,615
New +$1.96M 0.08% 225

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

VestGen Advisors's AXP Position: Q2 2026 in Review

VestGen Advisors increased its American Express (AXP) stake by 11% in Q2 2026, buying an estimated $299K and bringing the position to 9,337 shares worth $3.16M. The position accounts for 0.09% of the portfolio, ranked #221.

VestGen Advisors first reported a position in AXP in Q1 2025 and has held it in 6 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • VestGen Advisors held 9,337 shares of American Express worth $3.16M as of Q2 2026.
  • VestGen Advisors bought 934 American Express shares in Q2 2026, an estimated $299K.
  • American Express made up 0.09% of VestGen Advisors's portfolio in Q2 2026, its #221 holding.
  • VestGen Advisors first reported a position in American Express in Q1 2025 and has held it in 6 quarters since.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.