BFM
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Boothbay Fund Management’s American Express AXP Stock Holding History

Boothbay Fund 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
Q4 		– Sell
-1,600
Closed -$216K – 2000
2022
Q3 		$216K Buy
1,600
+100
+7% +$15.1K 0.01% 1778
2022
Q2 		$208K Sell
1,500
-600
-29% -$99.1K 0.01% 1717
2022
Q1 		$393K Buy
+2,100
New +$379K 0.01% 1436

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

Boothbay Fund Management's AXP Position: Q1 2026 in Review

Boothbay Fund Management opened a new position in American Express (AXP) in Q1 2026: 860 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #1667 among its holdings. This is a return to the name: Boothbay Fund Management previously reported a position in AXP as recently as Q3 2025.

Boothbay Fund Management first reported a position in AXP in Q1 2015 and has held it in 12 quarters since. The position peaked at $5.4M in Q2 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Boothbay Fund Management held 860 shares of American Express worth $260K as of Q1 2026.
  • American Express was a new Boothbay Fund Management position in Q1 2026.
  • American Express made up ﹤0.01% of Boothbay Fund Management's portfolio in Q1 2026, its #1667 holding.
  • Boothbay Fund Management first reported a position in American Express in Q1 2015 and has held it in 12 quarters since.
  • Boothbay Fund Management's American Express position peaked at $5.4M in Q2 2022.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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