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Warwick Investment Management’s American Express AXP Stock Holding History

Warwick 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 		$224K Buy
+662
New +$212K 0.03% 137
2026
Q1 		– Sell
-601
Closed -$222K – 142
2025
Q4 		$222K Sell
601
-75
-11% -$26.8K 0.03% 139
2025
Q3 		$225K Buy
+676
New +$215K 0.04% 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 $3.37T AUM 44.26% 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

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

Warwick Investment Management opened a new position in American Express (AXP) in Q2 2026: 662 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #137 among its holdings. This is a return to the name: Warwick Investment Management previously reported a position in AXP as recently as Q4 2025.

Warwick Investment Management first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. The position peaked at $225K in Q3 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Warwick Investment Management held 662 shares of American Express worth $224K as of Q2 2026.
  • American Express was a new Warwick Investment Management position in Q2 2026.
  • American Express made up 0.03% of Warwick Investment Management's portfolio in Q2 2026, its #137 holding.
  • Warwick Investment Management first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • Warwick Investment Management's American Express position peaked at $225K in Q3 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.