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Bank OZK’s American Express AXP Stock Holding History

Bank OZK’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 		$3.25M Buy
10,758
+580
+6% +$194K 1.15% 26
2025
Q4 		$3.77M Sell
10,178
-37
-0.4% -$13.2K 1.33% 16
2025
Q3 		$3.39M Buy
10,215
+885
+9% +$281K 1.2% 23
2025
Q2 		$2.98M Buy
9,330
+366
+4% +$103K 1.14% 26
2025
Q1 		$2.41M Buy
8,964
+1,521
+20% +$450K 1% 32
2024
Q4 		$2.21M Buy
7,443
+781
+12% +$224K 0.92% 33
2024
Q3 		$1.81M Sell
6,662
-52
-0.8% -$12.9K 0.75% 47
2024
Q2 		$1.55M Buy
6,714
+2,082
+45% +$482K 0.67% 51
2024
Q1 		$1.05M Buy
4,632
+2,022
+77% +$419K 0.47% 76
2023
Q4 		$489K Buy
+2,610
New +$420K 0.24% 96
2017
Q3 		– Sell
-2,444
Closed -$206K – 131
2017
Q2 		$206K Buy
+2,444
New +$193K 0.07% 133
2016
Q4 		– Sell
-3,344
Closed -$214K – 128
2016
Q3 		$214K Hold
3,344
– – 0.08% 119
2016
Q2 		$203K Hold
3,344
– – 0.07% 121
2016
Q1 		$205K Hold
3,344
– – 0.07% 128
2015
Q4 		$232K Sell
3,344
-390
-10% -$28.4K 0.08% 106
2015
Q3 		$277K Buy
3,734
+90
+2% +$6.92K 0.11% 97
2015
Q2 		$283K Sell
3,644
-900
-20% -$71.4K 0.1% 104
2015
Q1 		$355K Buy
4,544
+1,800
+66% +$150K 0.13% 92
2014
Q4 		$255K Sell
2,744
-100
-4% -$8.96K 0.09% 110
2014
Q3 		$249K Sell
2,844
-65
-2% -$5.85K 0.09% 112
2014
Q2 		$276K Sell
2,909
-100
-3% -$9.01K 0.1% 106
2014
Q1 		$271K Buy
+3,009
New +$269K 0.1% 97
2013
Q4 		– Sell
-3,709
Closed -$279K – 111
2013
Q3 		$279K Buy
+3,709
New +$279K 0.12% 86

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

Bank OZK's AXP Position: Q1 2026 in Review

Bank OZK increased its American Express (AXP) stake by 5.7% in Q1 2026, buying an estimated $194K and bringing the position to 10,758 shares worth $3.25M. The position accounts for 1.15% of the portfolio, ranked #26.

Bank OZK first reported a position in AXP in Q3 2013 and has held it in 23 quarters since. The position peaked at $3.77M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Bank OZK held 10,758 shares of American Express worth $3.25M as of Q1 2026.
  • Bank OZK bought 580 American Express shares in Q1 2026, an estimated $194K.
  • American Express made up 1.15% of Bank OZK's portfolio in Q1 2026, its #26 holding.
  • Bank OZK first reported a position in American Express in Q3 2013 and has held it in 23 quarters since.
  • Bank OZK's American Express position peaked at $3.77M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Bank OZK's 13F filing for Q1 2026, filed 13 May 2026.