XML Financial
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XML Financial’s American Express AXP Stock Holding History

XML Financial’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 		$586K Buy
1,733
+25
+1% +$8K 0.04% 263
2026
Q1 		$517K Sell
1,708
-398
-19% -$133K 0.04% 258
2025
Q4 		$779K Buy
2,106
+708
+51% +$253K 0.06% 204
2025
Q3 		$464K Sell
1,398
-200
-13% -$63.6K 0.04% 259
2025
Q2 		$510K Hold
1,598
– – 0.04% 239
2025
Q1 		$430K Sell
1,598
-150
-9% -$44.3K 0.04% 242
2024
Q4 		$519K Buy
1,748
+621
+55% +$178K 0.05% 228
2024
Q3 		$306K Buy
1,127
+101
+10% +$25.1K 0.03% 287
2024
Q2 		$238K Buy
1,026
+1
+0.1% +$232 0.02% 302
2024
Q1 		$233K Buy
+1,025
New +$213K 0.02% 308
2022
Q2 		– Sell
-1,234
Closed -$231K – 236
2022
Q1 		$231K Buy
1,234
+1
+0.1% +$181 0.03% 292
2021
Q4 		$202K Buy
1,233
+1
+0.1% +$171 0.02% 302
2021
Q3 		$206K Buy
+1,232
New +$206K 0.03% 290
2021
Q1 		– Sell
-1,724
Closed -$208K – 216
2020
Q4 		$208K Buy
+1,724
New +$191K 0.05% 195

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

XML Financial's AXP Position: Q2 2026 in Review

XML Financial increased its American Express (AXP) stake by 1.5% in Q2 2026, buying an estimated $8K and bringing the position to 1,733 shares worth $586K. The position accounts for 0.04% of the portfolio, ranked #263.

XML Financial first reported a position in AXP in Q4 2020 and has held it in 14 quarters since. The position peaked at $779K in Q4 2025. 3,018 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • XML Financial held 1,733 shares of American Express worth $586K as of Q2 2026.
  • XML Financial bought 25 American Express shares in Q2 2026, an estimated $8K.
  • American Express made up 0.04% of XML Financial's portfolio in Q2 2026, its #263 holding.
  • XML Financial first reported a position in American Express in Q4 2020 and has held it in 14 quarters since.
  • XML Financial's American Express position peaked at $779K in Q4 2025.
  • 3,018 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.