Vista Investment Partners’s American Express AXP Stock Holding History

Vista Investment 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	$307K	Hold	909	–	–	0.08%	144
2026 Q1	$275K	Sell	909 -61	-6%	-$20.5K	0.07%	147
2025 Q4	$359K	Hold	970	–	–	0.09%	132
2025 Q3	$322K	Sell	970 -45	-4%	-$14.3K	0.09%	129
2025 Q2	$324K	Hold	1,015	–	–	0.09%	125
2025 Q1	$273K	Sell	1,015 -650	-39%	-$192K	0.08%	138
2024 Q4	$494K	Hold	1,665	–	–	0.15%	110
2024 Q3	$451K	Buy	1,665 +1	+0.1%	+$249	0.14%	110
2024 Q2	$385K	Hold	1,664	–	–	0.13%	115
2024 Q1	$379K	Hold	1,664	–	–	0.13%	110
2023 Q4	$312K	Buy	+1,664	New	+$268K	0.11%	115

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Vista Investment Partners held its American Express (AXP) position steady in Q2 2026 at 909 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #144.

Vista Investment Partners first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $494K in Q4 2024. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Vista Investment Partners held 909 shares of American Express worth $307K as of Q2 2026.
Vista Investment Partners left its American Express share count unchanged in Q2 2026.
American Express made up 0.08% of Vista Investment Partners's portfolio in Q2 2026, its #144 holding.
Vista Investment Partners first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's American Express position peaked at $494K in Q4 2024.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.