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Vista Investment Management’s American Express AXP Stock Holding History

Vista Investment Management’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
1,048
-9
-0.9% -$2.88K 0.11% 148
2026
Q1 		$320K Buy
1,057
+54
+5% +$18.1K 0.11% 145
2025
Q4 		$371K Buy
1,003
+38
+4% +$13.6K 0.12% 139
2025
Q3 		$321K Sell
965
-9
-0.9% -$2.86K 0.11% 143
2025
Q2 		$311K Sell
974
-8
-0.8% -$2.25K 0.12% 145
2025
Q1 		$264K Sell
982
-102
-9% -$30.1K 0.1% 154
2024
Q4 		$322K Buy
1,084
+27
+3% +$7.76K 0.12% 143
2024
Q3 		$287K Sell
1,057
-35
-3% -$8.71K 0.11% 153
2024
Q2 		$253K Buy
1,092
+49
+5% +$11.3K 0.1% 159
2024
Q1 		$238K Sell
1,043
-43
-4% -$8.92K 0.1% 164
2023
Q4 		$203K Buy
+1,086
New +$175K 0.09% 164
2022
Q2 		– Sell
-1,093
Closed -$204K – 162
2022
Q1 		$204K Buy
+1,093
New +$197K 0.11% 158
2021
Q2 		– Sell
-1,621
Closed -$229K – 157
2021
Q1 		$229K Buy
+1,621
New +$214K 0.14% 139
2020
Q1 		– Sell
-1,625
Closed -$202K – 127
2019
Q4 		$202K Buy
+1,625
New +$194K 0.15% 138

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 $3.38T AUM 44.17% 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

Vista Investment Management's AXP Position: Q2 2026 in Review

Vista Investment Management reduced its American Express (AXP) stake by 0.85% in Q2 2026, selling an estimated $2.88K and leaving 1,048 shares worth $354K. The position accounts for 0.11% of the portfolio, ranked #148.

Vista Investment Management first reported a position in AXP in Q4 2019 and has held it in 14 quarters since. The position peaked at $371K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Vista Investment Management held 1,048 shares of American Express worth $354K as of Q2 2026.
  • Vista Investment Management sold 9 American Express shares in Q2 2026, an estimated $2.88K.
  • American Express made up 0.11% of Vista Investment Management's portfolio in Q2 2026, its #148 holding.
  • Vista Investment Management first reported a position in American Express in Q4 2019 and has held it in 14 quarters since.
  • Vista Investment Management's American Express position peaked at $371K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.