VCP
AXP icon

Vista Capital Partners’s American Express AXP Stock Holding History

Vista Capital Partners’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 		$354K Sell
1,046
-94
-8% -$30.1K 0.03% 118
2026
Q1 		$345K Sell
1,140
-12
-1% -$4.02K 0.03% 105
2025
Q4 		$426K Sell
1,152
-27
-2% -$9.66K 0.04% 101
2025
Q3 		$392K Buy
+1,179
New +$375K 0.04% 92

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vista Capital Partners's AXP Position: Q2 2026 in Review

Vista Capital Partners reduced its American Express (AXP) stake by 8.2% in Q2 2026, selling an estimated $30.1K and leaving 1,046 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #118.

Vista Capital Partners first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $426K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Vista Capital Partners held 1,046 shares of American Express worth $354K as of Q2 2026.
  • Vista Capital Partners sold 94 American Express shares in Q2 2026, an estimated $30.1K.
  • American Express made up 0.03% of Vista Capital Partners's portfolio in Q2 2026, its #118 holding.
  • Vista Capital Partners first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • Vista Capital Partners's American Express position peaked at $426K in Q4 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.