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Waterloo Capital’s American Express AXP Stock Holding History

Waterloo Capital’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 		$638K Sell
1,887
-251
-12% -$80.4K 0.04% 312
2026
Q1 		$647K Sell
2,138
-212
-9% -$71.1K 0.05% 264
2025
Q4 		$869K Buy
2,350
+880
+60% +$315K 0.06% 222
2025
Q3 		$488K Sell
1,470
-207
-12% -$65.8K 0.04% 284
2025
Q2 		$535K Buy
1,677
+660
+65% +$186K 0.04% 261
2025
Q1 		$274K Sell
1,017
-887
-47% -$262K 0.03% 334
2024
Q4 		$565K Sell
1,904
-85
-4% -$24.4K 0.06% 216
2024
Q3 		$539K Buy
+1,989
New +$495K 0.06% 223
2024
Q1 		– Sell
-1,232
Closed -$231K – 363
2023
Q4 		$231K Buy
+1,232
New +$198K 0.04% 339

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

Waterloo Capital's AXP Position: Q2 2026 in Review

Waterloo Capital reduced its American Express (AXP) stake by 12% in Q2 2026, selling an estimated $80.4K and leaving 1,887 shares worth $638K. The position accounts for 0.04% of the portfolio, ranked #312.

Waterloo Capital first reported a position in AXP in Q4 2023 and has held it in 9 quarters since. The position peaked at $869K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Waterloo Capital held 1,887 shares of American Express worth $638K as of Q2 2026.
  • Waterloo Capital sold 251 American Express shares in Q2 2026, an estimated $80.4K.
  • American Express made up 0.04% of Waterloo Capital's portfolio in Q2 2026, its #312 holding.
  • Waterloo Capital first reported a position in American Express in Q4 2023 and has held it in 9 quarters since.
  • Waterloo Capital's American Express position peaked at $869K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.