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Y.D. More Investments’s American Express AXP Stock Holding History

Y.D. More Investments’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 		$346K Sell
1,026
-460
-31% -$147K 0.01% 193
2026
Q1 		$446K Buy
1,486
+340
+30% +$114K 0.02% 159
2025
Q4 		$425K Sell
1,146
-42
-4% -$15K 0.02% 162
2025
Q3 		$394K Sell
1,188
-201
-14% -$63.9K 0.02% 162
2025
Q2 		$442K Sell
1,389
-187
-12% -$52.6K 0.03% 152
2025
Q1 		$424K Buy
1,576
+28
+2% +$8.28K 0.04% 154
2024
Q4 		$459K Buy
1,548
+251
+19% +$72.1K 0.04% 146
2024
Q3 		$351K Buy
1,297
+81
+7% +$20.2K 0.04% 165
2024
Q2 		$281K Buy
1,216
+376
+45% +$87.1K 0.03% 169
2024
Q1 		$191K Buy
840
+20
+2% +$4.15K 0.03% 172
2023
Q4 		$153K Sell
820
-1,605
-66% -$258K 0.03% 174
2023
Q3 		$380K Sell
2,425
-698
-22% -$114K 0.07% 120
2023
Q2 		$544K Sell
3,123
-71
-2% -$11.5K 0.13% 87
2023
Q1 		$527K Sell
3,194
-967
-23% -$160K 0.12% 84
2022
Q4 		$613K Buy
+4,161
New +$617K 0.15% 90

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

Y.D. More Investments's AXP Position: Q2 2026 in Review

Y.D. More Investments reduced its American Express (AXP) stake by 31% in Q2 2026, selling an estimated $147K and leaving 1,026 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #193.

Y.D. More Investments first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $613K in Q4 2022. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Y.D. More Investments held 1,026 shares of American Express worth $346K as of Q2 2026.
  • Y.D. More Investments sold 460 American Express shares in Q2 2026, an estimated $147K.
  • American Express made up 0.01% of Y.D. More Investments's portfolio in Q2 2026, its #193 holding.
  • Y.D. More Investments first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
  • Y.D. More Investments's American Express position peaked at $613K in Q4 2022.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.