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Virtus Investment Advisers’s American Express AXP Stock Holding History

Virtus Investment Advisers’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 		$1.91M Buy
5,654
+375
+7% +$120K 0.45% 57
2026
Q1 		$1.6M Sell
5,279
-4
-0.1% -$1.34K 0.44% 102
2025
Q4 		$1.95M Sell
5,283
-618
-10% -$221K 0.53% 54
2025
Q3 		$1.96M Buy
5,901
+668
+13% +$212K 0.56% 38
2025
Q2 		$1.67M Buy
5,233
+752
+17% +$212K 0.56% 32
2025
Q1 		$1.21M Buy
+4,481
New +$1.32M 0.33% 111
2018
Q1 		– Sell
-11,394
Closed -$1.13M – 50
2017
Q4 		$1.13M Buy
11,394
+1,269
+13% +$121K 0.12% 196
2017
Q3 		$916K Sell
10,125
-1,105
-10% -$95K 0.1% 235
2017
Q2 		$946K Sell
11,230
-5,661
-34% -$448K 0.09% 231
2017
Q1 		$1.34M Sell
16,891
-2,111
-11% -$165K 0.12% 208
2016
Q4 		$1.41M Buy
19,002
+12,658
+200% +$876K 0.11% 226
2016
Q3 		$406K Buy
+6,344
New +$408K 0.03% 374

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

Virtus Investment Advisers's AXP Position: Q2 2026 in Review

Virtus Investment Advisers increased its American Express (AXP) stake by 7.1% in Q2 2026, buying an estimated $120K and bringing the position to 5,654 shares worth $1.91M. The position accounts for 0.45% of the portfolio, ranked #57.

Virtus Investment Advisers first reported a position in AXP in Q3 2016 and has held it in 12 quarters since. The position peaked at $1.96M in Q3 2025. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Virtus Investment Advisers held 5,654 shares of American Express worth $1.91M as of Q2 2026.
  • Virtus Investment Advisers bought 375 American Express shares in Q2 2026, an estimated $120K.
  • American Express made up 0.45% of Virtus Investment Advisers's portfolio in Q2 2026, its #57 holding.
  • Virtus Investment Advisers first reported a position in American Express in Q3 2016 and has held it in 12 quarters since.
  • Virtus Investment Advisers's American Express position peaked at $1.96M in Q3 2025.
  • 3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.