ZIG
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Zullo Investment Group’s American Express AXP Stock Holding History

Zullo Investment Group’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 		$565K Sell
1,670
-24
-1% -$7.68K 0.19% 88
2026
Q1 		$512K Sell
1,694
-26
-2% -$8.72K 0.19% 91
2025
Q4 		$637K Sell
1,720
-162
-9% -$58K 0.23% 77
2025
Q3 		$626K Sell
1,882
-6
-0.3% -$1.91K 0.23% 80
2025
Q2 		$603K Sell
1,888
-1,586
-46% -$446K 0.24% 79
2025
Q1 		$935K Buy
3,474
+77
+2% +$22.8K 0.4% 60
2024
Q4 		$1.01M Buy
3,397
+130
+4% +$37.3K 0.41% 55
2024
Q3 		$886K Buy
3,267
+20
+0.6% +$4.98K 0.37% 60
2024
Q2 		$752K Buy
3,247
+157
+5% +$36.4K 0.33% 62
2024
Q1 		$704K Buy
3,090
+77
+3% +$16K 0.33% 68
2023
Q4 		$565K Buy
3,013
+107
+4% +$17.2K 0.29% 72
2023
Q3 		$434K Buy
2,906
+317
+12% +$51.9K 0.25% 81
2023
Q2 		$451K Buy
2,589
+61
+2% +$9.84K 0.26% 84
2023
Q1 		$417K Buy
2,528
+40
+2% +$6.64K 0.26% 82
2022
Q4 		$368K Buy
2,488
+10
+0.4% +$1.48K 0.23% 87
2022
Q3 		$334K Buy
2,478
+15
+0.6% +$2.27K 0.22% 87
2022
Q2 		$341K Buy
2,463
+35
+1% +$5.78K 0.21% 89
2022
Q1 		$454K Sell
2,428
-3
-0.1% -$542 0.24% 84
2021
Q4 		$398K Buy
+2,431
New +$415K 0.2% 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 $3.38T 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

Zullo Investment Group's AXP Position: Q2 2026 in Review

Zullo Investment Group reduced its American Express (AXP) stake by 1.4% in Q2 2026, selling an estimated $7.68K and leaving 1,670 shares worth $565K. The position accounts for 0.19% of the portfolio, ranked #88.

Zullo Investment Group first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q4 2024. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Zullo Investment Group held 1,670 shares of American Express worth $565K as of Q2 2026.
  • Zullo Investment Group sold 24 American Express shares in Q2 2026, an estimated $7.68K.
  • American Express made up 0.19% of Zullo Investment Group's portfolio in Q2 2026, its #88 holding.
  • Zullo Investment Group first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's American Express position peaked at $1.01M in Q4 2024.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.