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Warburton Capital Management’s American Express AXP Stock Holding History

Warburton Capital 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 		$231K Buy
684
+24
+4% +$7.68K 0.09% 62
2026
Q1 		$209K Buy
660
+9
+1% +$3.02K 0.1% 64
2025
Q4 		$240K Hold
651
– – 0.14% 47
2025
Q3 		$213K Buy
+651
New +$207K 0.13% 55

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Warburton Capital Management's AXP Position: Q2 2026 in Review

Warburton Capital Management increased its American Express (AXP) stake by 3.6% in Q2 2026, buying an estimated $7.68K and bringing the position to 684 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #62.

Warburton Capital Management first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $240K in Q4 2025. 1,929 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Warburton Capital Management held 684 shares of American Express worth $231K as of Q2 2026.
  • Warburton Capital Management bought 24 American Express shares in Q2 2026, an estimated $7.68K.
  • American Express made up 0.09% of Warburton Capital Management's portfolio in Q2 2026, its #62 holding.
  • Warburton Capital Management first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
  • Warburton Capital Management's American Express position peaked at $240K in Q4 2025.
  • 1,929 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.