Wellington Management Group
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Wellington Management Group’s American Express AXP Stock Holding History

Wellington Management 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 		– Sell
-2,536
Closed -$824K – 1937
2026
Q1 		$824K Buy
+2,536
New +$850K ﹤0.01% 1711

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

Wellington Management Group's AXP Position: Q2 2026 in Review

Wellington Management Group reduced its American Express (AXP) stake by 23% in Q2 2026, selling an estimated $309M and leaving 3,219,942 shares worth $1.09B. The position accounts for 0.19% of the portfolio, ranked #122.

Wellington Management Group first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.08B in Q2 2021. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Wellington Management Group held 3,219,942 shares of American Express worth $1.09B as of Q2 2026.
  • Wellington Management Group sold 965,037 American Express shares in Q2 2026, an estimated $309M.
  • American Express made up 0.19% of Wellington Management Group's portfolio in Q2 2026, its #122 holding.
  • Wellington Management Group first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • Wellington Management Group's American Express position peaked at $6.08B in Q2 2021.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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