AlTi Global’s American Express AXP Stock Holding History

AlTi Global’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	$1.55M	Sell	5,124 -4,440	-46%	-$1.49M	0.03%	183
2025 Q4	$3.54M	Sell	9,564 -12,793	-57%	-$4.58M	0.08%	119
2025 Q3	$7.43M	Sell	22,357 -5,068	-18%	-$1.61M	0.17%	75
2025 Q2	$8.78M	Buy	27,425 +19,538	+248%	+$5.5M	0.22%	62
2025 Q1	$2.12M	Sell	7,887 -682	-8%	-$202K	0.06%	138
2024 Q4	$2.62M	Buy	8,569 +133	+2%	+$38.2K	0.06%	126
2024 Q3	$2.29M	Sell	8,436 -988	-10%	-$246K	0.06%	143
2024 Q2	$2.18M	Buy	9,424 +6,005	+176%	+$1.39M	0.06%	140
2024 Q1	$779K	Buy	3,419 +2,059	+151%	+$427K	0.02%	215
2023 Q4	$255K	Buy	+1,360	New	+$219K	0.01%	309

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AlTi Global's AXP Position: Q1 2026 in Review

AlTi Global reduced its American Express (AXP) stake by 46% in Q1 2026, selling an estimated $1.49M and leaving 5,124 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #183.

AlTi Global first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.78M in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

AlTi Global held 5,124 shares of American Express worth $1.55M as of Q1 2026.
AlTi Global sold 4,440 American Express shares in Q1 2026, an estimated $1.49M.
American Express made up 0.03% of AlTi Global's portfolio in Q1 2026, its #183 holding.
AlTi Global first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
AlTi Global's American Express position peaked at $8.78M in Q2 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.