Blue Fin Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $245K | Sell |
808
-596
| -42% | -$200K | 0.04% | 146 |
|
|
2025
Q4 | $519K | Sell |
1,404
-247
| -15% | -$88.4K | 0.08% | 98 |
|
|
2025
Q3 | $548K | Sell |
1,651
-173
| -9% | -$55K | 0.09% | 95 |
|
|
2025
Q2 | $582K | Hold |
1,824
| – | – | 0.1% | 89 |
|
|
2025
Q1 | $491K | Hold |
1,824
| – | – | 0.1% | 96 |
|
|
2024
Q4 | $541K | Hold |
1,824
| – | – | 0.1% | 92 |
|
|
2024
Q3 | $495K | Hold |
1,824
| – | – | 0.09% | 97 |
|
|
2024
Q2 | $422K | Hold |
1,824
| – | – | 0.08% | 103 |
|
|
2024
Q1 | $415K | Sell |
1,824
-9
| -0.5% | -$1.87K | 0.09% | 105 |
|
|
2023
Q4 | $343K | Buy |
1,833
+260
| +17% | +$41.9K | 0.09% | 111 |
|
|
2023
Q3 | $235K | Sell |
1,573
-101
| -6% | -$16.5K | 0.07% | 123 |
|
|
2023
Q2 | $292K | Hold |
1,674
| – | – | 0.08% | 117 |
|
|
2023
Q1 | $249K | Hold |
1,674
| – | – | 0.08% | 118 |
|
|
2022
Q4 | $247K | Sell |
1,674
-13
| -0.8% | -$1.93K | 0.09% | 118 |
|
|
2022
Q3 | $227K | Sell |
1,687
-18
| -1% | -$2.73K | 0.09% | 116 |
|
|
2022
Q2 | $236K | Buy |
1,705
+68
| +4% | +$11.2K | 0.08% | 120 |
|
|
2022
Q1 | $306K | Hold |
1,637
| – | – | 0.09% | 110 |
|
|
2021
Q4 | $267K | Hold |
1,637
| – | – | 0.07% | 119 |
|
|
2021
Q3 | $274K | Hold |
1,637
| – | – | 0.08% | 113 |
|
|
2021
Q2 | $270K | Hold |
1,637
| – | – | 0.08% | 113 |
|
|
2021
Q1 | $231K | Buy |
+1,637
| New | +$216K | 0.08% | 116 |
|
|
2020
Q4 | – | Sell |
-2,127
| Closed | -$213K | – | 114 |
|
|
2020
Q3 | $213K | Sell |
2,127
-600
| -22% | -$59K | 0.09% | 111 |
|
|
2020
Q2 | $259K | Sell |
2,727
-610
| -18% | -$56.2K | 0.11% | 99 |
|
|
2020
Q1 | $285K | Sell |
3,337
-379
| -10% | -$44.1K | 0.16% | 94 |
|
|
2019
Q4 | $461K | Buy |
3,716
+200
| +6% | +$23.9K | 0.22% | 93 |
|
|
2019
Q3 | $415K | Sell |
3,516
-400
| -10% | -$49.1K | 0.22% | 93 |
|
|
2019
Q2 | $483K | Sell |
3,916
-141
| -3% | -$16.6K | 0.25% | 92 |
|
|
2019
Q1 | $443K | Sell |
4,057
-140
| -3% | -$14.7K | 0.23% | 93 |
|
|
2018
Q4 | $400K | Sell |
4,197
-85
| -2% | -$8.89K | 0.24% | 91 |
|
|
2018
Q3 | $456K | Sell |
4,282
-365
| -8% | -$38K | 0.23% | 88 |
|
|
2018
Q2 | $455K | Buy |
4,647
+27
| +0.6% | +$2.65K | 0.24% | 87 |
|
|
2018
Q1 | $430K | Sell |
4,620
-380
| -8% | -$36.8K | 0.24% | 91 |
|
|
2017
Q4 | $497K | Sell |
5,000
-1,388
| -22% | -$132K | 0.29% | 85 |
|
|
2017
Q3 | $577K | Sell |
6,388
-806
| -11% | -$69.3K | 0.35% | 74 |
|
|
2017
Q2 | $606K | Sell |
7,194
-1,545
| -18% | -$122K | 0.39% | 70 |
|
|
2017
Q1 | $691K | Buy |
8,739
+84
| +1% | +$6.57K | 0.42% | 68 |
|
|
2016
Q4 | $641K | Buy |
8,655
+55
| +0.6% | +$3.81K | 0.42% | 73 |
|
|
2016
Q3 | $551K | Sell |
8,600
-1,130
| -12% | -$72.6K | 0.45% | 67 |
|
|
2016
Q2 | $591K | Sell |
9,730
-220
| -2% | -$13.9K | 0.49% | 64 |
|
|
2016
Q1 | $611K | Sell |
9,950
-2,635
| -21% | -$153K | 0.52% | 63 |
|
|
2015
Q4 | $875K | Sell |
12,585
-1,930
| -13% | -$140K | 0.67% | 54 |
|
|
2015
Q3 | $1.08M | Sell |
14,515
-450
| -3% | -$34.6K | 0.84% | 36 |
|
|
2015
Q2 | $1.16M | Sell |
14,965
-103
| -0.7% | -$8.17K | 0.84% | 34 |
|
|
2015
Q1 | $1.18M | Sell |
15,068
-50
| -0.3% | -$4.15K | 0.85% | 34 |
|
|
2014
Q4 | $1.41M | Buy |
15,118
+215
| +1% | +$19.3K | 1.06% | 25 |
|
|
2014
Q3 | $1.3M | Buy |
14,903
+445
| +3% | +$40.1K | 1.03% | 28 |
|
|
2014
Q2 | $1.37M | Buy |
14,458
+1,770
| +14% | +$160K | 1.1% | 23 |
|
|
2014
Q1 | $1.14M | Buy |
12,688
+150
| +1% | +$13.4K | 1.01% | 29 |
|
|
2013
Q4 | $1.14M | Buy |
+12,538
| New | +$1.03M | 1.01% | 29 |
|
Other funds holding AXP
VCM
VPM
Blue Fin Capital's AXP Position: Q1 2026 in Review
Blue Fin Capital reduced its American Express (AXP) stake by 42% in Q1 2026, selling an estimated $200K and leaving 808 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #146.
Blue Fin Capital first reported a position in AXP in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.41M in Q4 2014. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Blue Fin Capital held 808 shares of American Express worth $245K as of Q1 2026.
- Blue Fin Capital sold 596 American Express shares in Q1 2026, an estimated $200K.
- American Express made up 0.04% of Blue Fin Capital's portfolio in Q1 2026, its #146 holding.
- Blue Fin Capital first reported a position in American Express in Q4 2013 and has held it in 49 quarters since.
- Blue Fin Capital's American Express position peaked at $1.41M in Q4 2014.
- 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Blue Fin Capital's 13F filing for Q1 2026, filed 28 May 2026.