Balyasny Asset Management
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Balyasny Asset Management’s American Express AXP Stock Holding History

Balyasny 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 		$11.9M Sell
39,200
-66,700
-63% -$22.4M 0.02% 960
2025
Q4 		$39.2M Buy
105,900
+20,100
+23% +$7.19M 0.05% 428
2025
Q3 		$28.5M Buy
85,800
+22,100
+35% +$7.03M 0.04% 563
2025
Q2 		$20.3M Buy
63,700
+6,500
+11% +$1.83M 0.03% 666
2025
Q1 		$15.4M Buy
57,200
+18,700
+49% +$5.53M 0.03% 705
2024
Q4 		$11.4M Sell
38,500
-200
-0.5% -$57.5K 0.02% 899
2024
Q3 		$10.5M Sell
38,700
-10,000
-21% -$2.49M 0.02% 921
2024
Q2 		$11.3M Sell
48,700
-98,700
-67% -$22.9M 0.02% 831
2024
Q1 		$33.6M Buy
147,400
+17,300
+13% +$3.59M 0.06% 444
2023
Q4 		$24.4M Buy
130,100
+87,600
+206% +$14.1M 0.05% 525
2023
Q3 		$6.34M Buy
+42,500
New +$6.95M 0.01% 1012
2023
Q2 		– Sell
-4,800
Closed -$792K – 2267
2023
Q1 		$792K Sell
4,800
-18,400
-79% -$3.05M ﹤0.01% 1821
2022
Q4 		$3.43M Buy
23,200
+4,800
+26% +$711K 0.01% 1190
2022
Q3 		$2.48M Buy
18,400
+7,500
+69% +$1.14M 0.01% 1382
2022
Q2 		$1.51M Buy
10,900
+8,300
+319% +$1.37M ﹤0.01% 1557
2022
Q1 		$486K Buy
+2,600
New +$470K ﹤0.01% 1817
2021
Q2 		– Sell
-87,500
Closed -$12.4M – 1954
2021
Q1 		$12.4M Buy
+87,500
New +$11.6M 0.06% 415
2020
Q4 		– Sell
-30,000
Closed -$3.01M – 1317
2020
Q3 		$3.01M Buy
+30,000
New +$2.95M 0.02% 729
2019
Q1 		– Sell
-50,000
Closed -$4.77M – 1394
2018
Q4 		$4.77M Sell
50,000
-70,000
-58% -$7.32M 0.03% 513
2018
Q3 		$13.2M Buy
+120,000
New +$12.5M 0.06% 405
2017
Q4 		– Sell
-100,000
Closed -$9.05M – 2050
2017
Q3 		$9.05M Sell
100,000
-200,000
-67% -$17.2M 0.04% 535
2017
Q2 		$25.3M Buy
+300,000
New +$23.7M 0.1% 268

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

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

Balyasny Asset Management increased its American Express (AXP) stake by 40% in Q1 2026, buying an estimated $18.4M and bringing the position to 192,092 shares worth $58.1M. The position accounts for 0.08% of the portfolio, ranked #302.

Balyasny Asset Management first reported a position in AXP in Q2 2014 and has held it in 31 quarters since. The position peaked at $242M in Q3 2017. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Balyasny Asset Management held 192,092 shares of American Express worth $58.1M as of Q1 2026.
  • Balyasny Asset Management bought 54,822 American Express shares in Q1 2026, an estimated $18.4M.
  • American Express made up 0.08% of Balyasny Asset Management's portfolio in Q1 2026, its #302 holding.
  • Balyasny Asset Management first reported a position in American Express in Q2 2014 and has held it in 31 quarters since.
  • Balyasny Asset Management's American Express position peaked at $242M in Q3 2017.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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