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
2022 Q3	–	Sell	-120,000	Closed	-$2.53M	–	565
2022 Q2	$2.53M	Buy	+120,000	New	+$19.8M	0.28%	66
2016 Q3	–	Sell	-19,100	Closed	-$41K	–	441
2016 Q2	$41K	Buy	+19,100	New	+$1.21M	﹤0.01%	370
2016 Q1	–	Sell	-11,100	Closed	-$6K	–	478
2015 Q4	$6K	Buy	+11,100	New	+$808K	﹤0.01%	595
2014 Q4	–	Sell	-30,600	Closed	-$56K	–	690
2014 Q3	$56K	Buy	+30,600	New	+$2.75M	﹤0.01%	724

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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. 2,892 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.
2,892 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.