Wellington Group’s American Express AXP Stock Holding History

Wellington 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	$998K	Buy	2,950 +957	+48%	+$306K	0.26%	66
2026 Q1	$603K	Buy	1,993 +583	+41%	+$195K	0.19%	78
2025 Q4	$522K	Buy	+1,410	New	+$505K	0.17%	78

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 $3.37T AUM 44.26% 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

Wellington Group's AXP Position: Q2 2026 in Review

Wellington Group increased its American Express (AXP) stake by 48% in Q2 2026, buying an estimated $306K and bringing the position to 2,950 shares worth $998K. The position accounts for 0.26% of the portfolio, ranked #66.

Wellington Group first reported a position in AXP in Q4 2025 and has held it in 3 quarters since. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Wellington Group held 2,950 shares of American Express worth $998K as of Q2 2026.
Wellington Group bought 957 American Express shares in Q2 2026, an estimated $306K.
American Express made up 0.26% of Wellington Group's portfolio in Q2 2026, its #66 holding.
Wellington Group first reported a position in American Express in Q4 2025 and has held it in 3 quarters since.
2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.