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Bluefin Capital Management’s American Express AXP Stock Holding History

Bluefin 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
-6,500
Closed -$2.4M – 126
2025
Q4 		$2.4M Buy
+6,500
New +$2.33M 0.6% 22
2022
Q3 		– Sell
-120,000
Closed -$16.7M – 564
2022
Q2 		$16.7M Buy
+120,000
New +$19.8M 1.85% 9
2022
Q1 		– Sell
-2,000
Closed -$327K – 684
2021
Q4 		$327K Sell
2,000
-300
-13% -$51.2K 0.02% 425
2021
Q3 		$385K Buy
+2,300
New +$385K 0.04% 331
2021
Q2 		– Sell
-3,658
Closed -$517K – 692
2021
Q1 		$517K Buy
+3,658
New +$483K 0.02% 292
2020
Q1 		– Sell
-17,776
Closed -$2.21M – 434
2019
Q4 		$2.21M Buy
+17,776
New +$2.12M 0.15% 146
2016
Q3 		– Sell
-15,596
Closed -$1M – 440
2016
Q2 		$948K Buy
+15,596
New +$988K 0.09% 147
2016
Q1 		– Sell
-16,647
Closed -$1.16M – 477
2015
Q4 		$1.16M Buy
16,647
+1,789
+12% +$130K 0.09% 212
2015
Q3 		$1.1M Sell
14,858
-12,598
-46% -$969K 0.07% 181
2015
Q2 		$2.13M Buy
27,456
+20,159
+276% +$1.6M 0.13% 140
2015
Q1 		$570K Buy
7,297
+4,071
+126% +$338K 0.05% 242
2014
Q4 		$300K Sell
3,226
-12,022
-79% -$1.08M 0.02% 446
2014
Q3 		$1.33M Buy
+15,248
New +$1.37M 0.07% 259
2014
Q2 		– Sell
-7,272
Closed -$700K – 704
2014
Q1 		$700K Buy
+7,272
New +$650K 0.04% 265
2013
Q4 		– Sell
-10,590
Closed -$800K – 322
2013
Q3 		$800K Buy
10,590
+2,522
+31% +$190K 0.07% 204
2013
Q2 		$600K Buy
+8,068
New +$574K 0.06% 278

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

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

Bluefin Capital Management sold out of American Express (AXP) in Q1 2026, closing a stake of 6,500 shares — an estimated $2.4M sold.

Bluefin Capital Management first reported a position in AXP in Q2 2013 and held it in 16 quarters. The position peaked at $16.7M in Q2 2022. 2,891 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Bluefin Capital Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Bluefin Capital Management sold 6,500 American Express shares in Q1 2026, an estimated $2.4M.
  • Bluefin Capital Management first reported a position in American Express in Q2 2013 and held it in 16 quarters.
  • Bluefin Capital Management's American Express position peaked at $16.7M in Q2 2022.
  • 2,891 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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