Warner Group’s American Express AXP Stock Holding History

Warner Group’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	$575K	Buy	1,699 +877	+107%	+$281K	0.14%	78
2026 Q1	$249K	Buy	822 +1	+0.1%	+$335	0.16%	67
2025 Q4	$304K	Sell	821 -143	-15%	-$51.2K	0.19%	60
2025 Q3	$320K	Buy	+964	New	+$307K	0.22%	47

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Warner Group's AXP Position: Q2 2026 in Review

Warner Group increased its American Express (AXP) stake by 107% in Q2 2026, buying an estimated $281K and bringing the position to 1,699 shares worth $575K. The position accounts for 0.14% of the portfolio, ranked #78.

Warner Group first reported a position in AXP in Q3 2025 and has held it in 4 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Warner Group held 1,699 shares of American Express worth $575K as of Q2 2026.
Warner Group bought 877 American Express shares in Q2 2026, an estimated $281K.
American Express made up 0.14% of Warner Group's portfolio in Q2 2026, its #78 holding.
Warner Group first reported a position in American Express in Q3 2025 and has held it in 4 quarters since.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.