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Westmount Partners’s American Express AXP Stock Holding History

Westmount Partners’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 		$732K Sell
2,163
-1,399
-39% -$448K 0.16% 114
2026
Q1 		$1.08M Buy
3,562
+1,377
+63% +$462K 0.27% 79
2025
Q4 		$808K Buy
2,185
+104
+5% +$37.2K 0.2% 91
2025
Q3 		$684K Sell
2,081
-996
-32% -$317K 0.18% 105
2025
Q2 		$981K Sell
3,077
-245
-7% -$69K 0.27% 75
2025
Q1 		$894K Buy
3,322
+470
+16% +$139K 0.27% 80
2024
Q4 		$847K Sell
2,852
-239
-8% -$68.7K 0.26% 77
2024
Q3 		$838K Sell
3,091
-23
-0.7% -$5.73K 0.25% 82
2024
Q2 		$728K Sell
3,114
-18
-0.6% -$4.17K 0.24% 84
2024
Q1 		$713K Buy
3,132
+24
+0.8% +$4.98K 0.26% 85
2023
Q4 		$582K Buy
3,108
+41
+1% +$6.6K 0.24% 92
2023
Q3 		$458K Sell
3,067
-19
-0.6% -$3.11K 0.2% 112
2023
Q2 		$538K Sell
3,086
-7
-0.2% -$1.13K 0.23% 96
2023
Q1 		$510K Buy
3,093
+6
+0.2% +$995 0.24% 100
2022
Q4 		$456K Buy
+3,087
New +$457K 0.24% 98

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

Westmount Partners's AXP Position: Q2 2026 in Review

Westmount Partners reduced its American Express (AXP) stake by 39% in Q2 2026, selling an estimated $448K and leaving 2,163 shares worth $732K. The position accounts for 0.16% of the portfolio, ranked #114.

Westmount Partners first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q1 2026. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Westmount Partners held 2,163 shares of American Express worth $732K as of Q2 2026.
  • Westmount Partners sold 1,399 American Express shares in Q2 2026, an estimated $448K.
  • American Express made up 0.16% of Westmount Partners's portfolio in Q2 2026, its #114 holding.
  • Westmount Partners first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • Westmount Partners's American Express position peaked at $1.08M in Q1 2026.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.