Aquatic Capital Management’s American Express AXP Stock Holding History

Aquatic 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	$19.9M	Buy	+65,727	New	+$22M	0.57%	28
2024 Q1	–	Sell	-3,700	Closed	-$693K	–	1223
2023 Q4	$693K	Sell	3,700 -94,900	-96%	-$15.3M	0.02%	551
2023 Q3	$14.7M	Buy	+98,600	New	+$16.1M	0.61%	43
2023 Q2	–	Sell	-70,900	Closed	-$11.7M	–	1331
2023 Q1	$11.7M	Buy	70,900 +67,600	+2,048%	+$11.2M	0.72%	28
2022 Q4	$487K	Sell	3,300 -37,400	-92%	-$5.54M	0.04%	504
2022 Q3	$5.49M	Buy	40,700 +25,900	+175%	+$3.92M	0.54%	33
2022 Q2	$2.05M	Buy	+14,800	New	+$2.44M	0.67%	25

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

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

Aquatic Capital Management opened a new position in American Express (AXP) in Q1 2026: 65,727 shares worth $19.9M. The stake represents 0.57% of the portfolio and ranks #28 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in AXP as recently as Q4 2023.

Aquatic Capital Management first reported a position in AXP in Q2 2022 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Aquatic Capital Management held 65,727 shares of American Express worth $19.9M as of Q1 2026.
American Express was a new Aquatic Capital Management position in Q1 2026.
American Express made up 0.57% of Aquatic Capital Management's portfolio in Q1 2026, its #28 holding.
Aquatic Capital Management first reported a position in American Express in Q2 2022 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.