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Aljian Capital Management’s American Express AXP Stock Holding History

Aljian Capital 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
Q1 		$844K Sell
2,790
-7
-0.3% -$2.35K 0.17% 64
2025
Q4 		$1.03M Sell
2,797
-198
-7% -$70.9K 0.21% 54
2025
Q3 		$995K Sell
2,995
-47
-2% -$14.9K 0.2% 58
2025
Q2 		$970K Sell
3,042
-228
-7% -$64.2K 0.21% 55
2025
Q1 		$880K Buy
3,270
+5
+0.2% +$1.48K 0.21% 60
2024
Q4 		$969K Buy
3,265
+5
+0.2% +$1.44K 0.21% 49
2024
Q3 		$884K Buy
+3,260
New +$812K 0.21% 54

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aljian Capital Management's AXP Position: Q1 2026 in Review

Aljian Capital Management reduced its American Express (AXP) stake by 0.25% in Q1 2026, selling an estimated $2.35K and leaving 2,790 shares worth $844K. The position accounts for 0.17% of the portfolio, ranked #64.

Aljian Capital Management first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Aljian Capital Management held 2,790 shares of American Express worth $844K as of Q1 2026.
  • Aljian Capital Management sold 7 American Express shares in Q1 2026, an estimated $2.35K.
  • American Express made up 0.17% of Aljian Capital Management's portfolio in Q1 2026, its #64 holding.
  • Aljian Capital Management first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Aljian Capital Management's American Express position peaked at $1.03M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Aljian Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.