Vicus Capital’s American Express AXP Stock Holding History

Vicus Capital’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	$406K	Sell	1,199 -7	-0.6%	-$2.24K	0.03%	200
2026 Q1	$365K	Sell	1,206 -304	-20%	-$102K	0.03%	201
2025 Q4	$559K	Buy	1,510 +327	+28%	+$117K	0.04%	175
2025 Q3	$393K	Sell	1,183 -6	-0.5%	-$1.91K	0.03%	197
2025 Q2	$379K	Sell	1,189 -1,037	-47%	-$292K	0.03%	189
2025 Q1	$599K	Buy	2,226 +313	+16%	+$92.5K	0.06%	124
2024 Q4	$568K	Buy	1,913 +745	+64%	+$214K	0.05%	130
2024 Q3	$317K	Sell	1,168 -485	-29%	-$121K	0.03%	171
2024 Q2	$383K	Buy	1,653 +342	+26%	+$79.2K	0.03%	190
2024 Q1	$299K	Buy	+1,311	New	+$272K	0.03%	212
2020 Q1	–	Sell	-1,678	Closed	-$209K	–	187
2019 Q4	$209K	Buy	+1,678	New	+$201K	0.03%	195
2019 Q3	–	Sell	-1,644	Closed	-$203K	–	229
2019 Q2	$203K	Buy	+1,644	New	+$193K	0.03%	224

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

Vicus Capital's AXP Position: Q2 2026 in Review

Vicus Capital reduced its American Express (AXP) stake by 0.58% in Q2 2026, selling an estimated $2.24K and leaving 1,199 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #200.

Vicus Capital first reported a position in AXP in Q2 2019 and has held it in 12 quarters since. The position peaked at $599K in Q1 2025. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Vicus Capital held 1,199 shares of American Express worth $406K as of Q2 2026.
Vicus Capital sold 7 American Express shares in Q2 2026, an estimated $2.24K.
American Express made up 0.03% of Vicus Capital's portfolio in Q2 2026, its #200 holding.
Vicus Capital first reported a position in American Express in Q2 2019 and has held it in 12 quarters since.
Vicus Capital's American Express position peaked at $599K in Q1 2025.
3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.