BCM
AXP icon

Barden Capital Management’s American Express AXP Stock Holding History

Barden 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 		– Sell
-4,687
Closed -$1.73M – 59
2025
Q4 		$1.73M Buy
4,687
+69
+1% +$24.7K 1.42% 27
2025
Q3 		$1.53M Buy
4,618
+20
+0.4% +$6.36K 1.28% 31
2025
Q2 		$1.47M Sell
4,598
-12
-0.3% -$3.38K 1.29% 31
2025
Q1 		$1.24M Sell
4,610
-25
-0.5% -$7.39K 1.1% 38
2024
Q4 		$1.38M Sell
4,635
-24
-0.5% -$6.89K 1.18% 33
2024
Q3 		$1.26M Sell
4,659
-397
-8% -$98.9K 1.11% 38
2024
Q2 		$1.17M Sell
5,056
-256
-5% -$59.3K 1.1% 40
2024
Q1 		$1.21M Sell
5,312
-18,048
-77% -$3.74M 1.17% 34
2023
Q4 		$3.59M Buy
23,360
+13,260
+131% +$2.13M 2.93% 10
2023
Q3 		$1.5M Buy
10,100
+1,322
+15% +$216K 1.46% 27
2023
Q2 		$1.53M Sell
8,778
-1,211
-12% -$195K 1.68% 19
2023
Q1 		$1.65M Buy
9,989
+66
+0.7% +$10.9K 1.57% 21
2022
Q4 		$1.46M Buy
9,923
+1,150
+13% +$170K 1.5% 24
2022
Q3 		$1.18M Buy
8,773
+228
+3% +$34.5K 1.38% 23
2022
Q2 		$1.19M Buy
8,545
+446
+6% +$73.7K 1.29% 26
2022
Q1 		$1.51M Sell
8,099
-639
-7% -$115K 1.48% 25
2021
Q4 		$1.43M Buy
+8,738
New +$1.49M 1.36% 27

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 $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Barden Capital Management sold out of American Express (AXP) in Q1 2026, closing a stake of 4,687 shares — an estimated $1.73M sold.

Barden Capital Management first reported a position in AXP in Q4 2021 and held it in 17 quarters. The position peaked at $3.59M in Q4 2023. 2,892 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Barden Capital Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Barden Capital Management sold 4,687 American Express shares in Q1 2026, an estimated $1.73M.
  • Barden Capital Management first reported a position in American Express in Q4 2021 and held it in 17 quarters.
  • Barden Capital Management's American Express position peaked at $3.59M in Q4 2023.
  • 2,892 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Barden Capital Management's 13F filing for Q1 2026, filed 7 Apr 2026.