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Aureus Asset Management’s American Express AXP Stock Holding History

Aureus Asset 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 		$33.6M Sell
111,193
-27,116
-20% -$9.09M 2.24% 20
2025
Q4 		$51.2M Sell
138,309
-1,373
-1% -$491K 3.26% 8
2025
Q3 		$46.4M Sell
139,682
-7,386
-5% -$2.35M 3.02% 9
2025
Q2 		$46.9M Buy
147,068
+9,933
+7% +$2.8M 3% 9
2025
Q1 		$36.9M Sell
137,135
-668
-0.5% -$197K 2.59% 11
2024
Q4 		$40.9M Sell
137,803
-2,296
-2% -$660K 2.64% 12
2024
Q3 		$38M Sell
140,099
-23,731
-14% -$5.91M 2.49% 12
2024
Q2 		$37.9M Sell
163,830
-17,582
-10% -$4.07M 2.65% 14
2024
Q1 		$41.3M Sell
181,412
-713
-0.4% -$148K 2.82% 9
2023
Q4 		$34.1M Buy
182,125
+85
+0% +$13.7K 2.5% 16
2023
Q3 		$27.2M Sell
182,040
-7,253
-4% -$1.19M 2.18% 21
2023
Q2 		$33M Sell
189,293
-10,030
-5% -$1.62M 2.47% 14
2023
Q1 		$32.9M Sell
199,323
-152
-0.1% -$25.2K 2.6% 13
2022
Q4 		$29.5M Sell
199,475
-2,934
-1% -$435K 2.55% 16
2022
Q3 		$27.3M Buy
202,409
+645
+0.3% +$97.6K 2.38% 16
2022
Q2 		$28M Sell
201,764
-573
-0.3% -$94.6K 2.26% 19
2022
Q1 		$37.8M Sell
202,337
-1,143
-0.6% -$206K 2.51% 12
2021
Q4 		$33.3M Buy
203,480
+1,552
+0.8% +$265K 2.06% 22
2021
Q3 		$33.8M Buy
201,928
+8,459
+4% +$1.41M 2.23% 20
2021
Q2 		$32M Buy
193,469
+7,840
+4% +$1.23M 2.05% 20
2021
Q1 		$26.3M Buy
185,629
+171,249
+1,191% +$22.6M 2.04% 24
2020
Q4 		$1.74M Buy
14,380
+7,222
+101% +$800K 0.15% 65
2020
Q3 		$718K Buy
+7,158
New +$704K 0.07% 96
2020
Q1 		– Sell
-1,870
Closed -$233K – 155
2019
Q4 		$233K Hold
1,870
– – 0.03% 162
2019
Q3 		$221K Sell
1,870
-630
-25% -$77.3K 0.03% 158
2019
Q2 		$309K Sell
2,500
-70
-3% -$8.22K 0.04% 137
2019
Q1 		$281K Hold
2,570
– – 0.04% 141
2018
Q4 		$245K Hold
2,570
– – 0.04% 148
2018
Q3 		$274K Sell
2,570
-500
-16% -$52K 0.03% 158
2018
Q2 		$301K Hold
3,070
– – 0.04% 150
2018
Q1 		$286K Sell
3,070
-90
-3% -$8.72K 0.04% 147
2017
Q4 		$314K Buy
3,160
+60
+2% +$5.71K 0.05% 144
2017
Q3 		$280K Buy
+3,100
New +$266K 0.04% 146
2015
Q1 		– Sell
-3,610
Closed -$336K – 151
2014
Q4 		$336K Buy
+3,610
New +$324K 0.08% 99
2014
Q3 		– Sell
-3,670
Closed -$348K – 130
2014
Q2 		$348K Buy
3,670
+110
+3% +$9.92K 0.09% 91
2014
Q1 		$321K Buy
+3,560
New +$318K 0.08% 115

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

Aureus Asset Management's AXP Position: Q1 2026 in Review

Aureus Asset Management reduced its American Express (AXP) stake by 20% in Q1 2026, selling an estimated $9.09M and leaving 111,193 shares worth $33.6M. The position accounts for 2.24% of the portfolio, ranked #20.

Aureus Asset Management first reported a position in AXP in Q1 2014 and has held it in 36 quarters since. The position peaked at $51.2M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Aureus Asset Management held 111,193 shares of American Express worth $33.6M as of Q1 2026.
  • Aureus Asset Management sold 27,116 American Express shares in Q1 2026, an estimated $9.09M.
  • American Express made up 2.24% of Aureus Asset Management's portfolio in Q1 2026, its #20 holding.
  • Aureus Asset Management first reported a position in American Express in Q1 2014 and has held it in 36 quarters since.
  • Aureus Asset Management's American Express position peaked at $51.2M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.