ZI
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ZEGA Investments’s American Express AXP Stock Holding History

ZEGA 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 		$1M Sell
2,970
-87
-3% -$27.9K 0.1% 117
2026
Q1 		$925K Sell
3,057
-233
-7% -$78.1K 0.1% 118
2025
Q4 		$1.22M Buy
3,290
+38
+1% +$13.6K 0.14% 74
2025
Q3 		$1.08M Buy
+3,252
New +$1.03M 0.14% 80
2025
Q1 		– Sell
-928
Closed -$298K – 142
2024
Q4 		$298K Buy
+928
New +$267K 0.07% 99

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

ZEGA Investments's AXP Position: Q2 2026 in Review

ZEGA Investments reduced its American Express (AXP) stake by 2.8% in Q2 2026, selling an estimated $27.9K and leaving 2,970 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #117.

ZEGA Investments first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.22M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • ZEGA Investments held 2,970 shares of American Express worth $1M as of Q2 2026.
  • ZEGA Investments sold 87 American Express shares in Q2 2026, an estimated $27.9K.
  • American Express made up 0.1% of ZEGA Investments's portfolio in Q2 2026, its #117 holding.
  • ZEGA Investments first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
  • ZEGA Investments's American Express position peaked at $1.22M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.