Vestmark Advisory Solutions’s American Express AXP Stock Holding History

Vestmark Advisory Solutions’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	$11.7M	Buy	34,737 +4,682	+16%	+$1.5M	0.11%	197
2026 Q1	$9.09M	Buy	30,055 +10,414	+53%	+$3.49M	0.1%	208
2025 Q4	$7.27M	Buy	19,641 +7,727	+65%	+$2.77M	0.1%	218
2025 Q3	$3.96M	Sell	11,914 -337	-3%	-$107K	0.08%	264
2025 Q2	$3.91M	Buy	12,251 +11,023	+898%	+$3.1M	0.06%	251
2025 Q1	$330K	Sell	1,228 -105	-8%	-$31K	0.01%	574
2024 Q4	$396K	Buy	+1,333	New	+$383K	0.01%	450
2023 Q3	–	Sell	-17,679	Closed	-$3.08M	–	452
2023 Q2	$3.08M	Buy	17,679 +323	+2%	+$52.1K	0.12%	230
2023 Q1	$2.86M	Buy	17,356 +1,151	+7%	+$191K	0.12%	225
2022 Q4	$2.39M	Buy	16,205 +824	+5%	+$122K	0.12%	246
2022 Q3	$2.08M	Sell	15,381 -2,771	-15%	-$419K	0.12%	248
2022 Q2	$2.52M	Sell	18,152 -1,098	-6%	-$181K	0.14%	187
2022 Q1	$3.6M	Sell	19,250 -3	-0%	-$542	0.2%	112
2021 Q4	$3.15M	Sell	19,253 -412	-2%	-$70.3K	0.18%	136
2021 Q3	$3.29M	Sell	19,665 -3,534	-15%	-$591K	0.22%	110
2021 Q2	$3.83M	Sell	23,199 -2,976	-11%	-$466K	0.27%	88
2021 Q1	$3.7M	Buy	26,175 +436	+2%	+$57.6K	0.33%	69
2020 Q4	$3.11M	Sell	25,739 -7,932	-24%	-$878K	0.35%	68
2020 Q3	$3.38M	Buy	33,671 +3,122	+10%	+$307K	0.45%	47
2020 Q2	$2.91M	Buy	30,549 +2,831	+10%	+$261K	0.45%	45
2020 Q1	$2.37M	Buy	27,718 +1,994	+8%	+$232K	0.46%	47
2019 Q4	$3.2M	Buy	25,724 +1,817	+8%	+$217K	0.66%	39
2019 Q3	$2.83M	Buy	23,907 +1,531	+7%	+$188K	0.46%	47
2019 Q2	$2.76M	Sell	22,376 -323	-1%	-$37.9K	0.47%	44
2019 Q1	$2.48M	Buy	+22,699	New	+$2.39M	0.44%	52

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

Vestmark Advisory Solutions's AXP Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its American Express (AXP) stake by 16% in Q2 2026, buying an estimated $1.5M and bringing the position to 34,737 shares worth $11.7M. The position accounts for 0.11% of the portfolio, ranked #197.

Vestmark Advisory Solutions first reported a position in AXP in Q1 2019 and has held it in 25 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Vestmark Advisory Solutions held 34,737 shares of American Express worth $11.7M as of Q2 2026.
Vestmark Advisory Solutions bought 4,682 American Express shares in Q2 2026, an estimated $1.5M.
American Express made up 0.11% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #197 holding.
Vestmark Advisory Solutions first reported a position in American Express in Q1 2019 and has held it in 25 quarters since.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.