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Yoffe Investment Management’s American Express AXP Stock Holding History

Yoffe Investment Management’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 		$947K Hold
2,800
– – 1.08% 26
2026
Q1 		$847K Hold
2,800
– – 1.09% 26
2025
Q4 		$1.04M Sell
2,800
-4
-0.1% -$1.43K 1.32% 20
2025
Q3 		$931K Hold
2,804
– – 1.21% 21
2025
Q2 		$894K Hold
2,804
– – 1.22% 21
2025
Q1 		$754K Hold
2,804
– – 1.11% 26
2024
Q4 		$832K Buy
+2,804
New +$806K 1.24% 19

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

Yoffe Investment Management's AXP Position: Q2 2026 in Review

Yoffe Investment Management held its American Express (AXP) position steady in Q2 2026 at 2,800 shares worth $947K. The position accounts for 1.08% of the portfolio, ranked #26.

Yoffe Investment Management first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q4 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Yoffe Investment Management held 2,800 shares of American Express worth $947K as of Q2 2026.
  • Yoffe Investment Management left its American Express share count unchanged in Q2 2026.
  • American Express made up 1.08% of Yoffe Investment Management's portfolio in Q2 2026, its #26 holding.
  • Yoffe Investment Management first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's American Express position peaked at $1.04M in Q4 2025.
  • 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.