Caldwell Sutter Capital’s American Express AXP Stock Holding History

Caldwell Sutter Capital’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 Q2	$1.94M	Sell	5,739 -1,599	-22%	-$512K	0.73%	30
2026 Q1	$2.22M	Hold	7,338	–	–	0.9%	23
2025 Q4	$2.71M	Hold	7,338	–	–	1.15%	15
2025 Q3	$2.44M	Hold	7,338	–	–	1.04%	19
2025 Q2	$2.34M	Sell	7,338 -71	-1%	-$20K	1.07%	19
2025 Q1	$1.99M	Sell	7,409 -10	-0.1%	-$2.96K	0.95%	22
2024 Q4	$2.2M	Hold	7,419	–	–	1.02%	19
2024 Q3	$2.01M	Sell	7,419 -8	-0.1%	-$1.99K	0.94%	21
2024 Q2	$1.72M	Buy	7,427 +85	+1%	+$19.7K	0.85%	22
2024 Q1	$1.67M	Sell	7,342 -10	-0.1%	-$2.07K	0.8%	30
2023 Q4	$1.38M	Hold	7,352	–	–	0.7%	39
2023 Q3	$1.1M	Hold	7,352	–	–	0.61%	41
2023 Q2	$1.28M	Buy	7,352 +7,312	+18,280%	+$1.18M	0.67%	36
2023 Q1	$6.6K	Buy	+40	New	+$6.64K	﹤0.01%	428

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Caldwell Sutter Capital's AXP Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its American Express (AXP) stake by 22% in Q2 2026, selling an estimated $512K and leaving 5,739 shares worth $1.94M. The position accounts for 0.73% of the portfolio, ranked #30.

Caldwell Sutter Capital first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.71M in Q4 2025. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Caldwell Sutter Capital held 5,739 shares of American Express worth $1.94M as of Q2 2026.
Caldwell Sutter Capital sold 1,599 American Express shares in Q2 2026, an estimated $512K.
American Express made up 0.73% of Caldwell Sutter Capital's portfolio in Q2 2026, its #30 holding.
Caldwell Sutter Capital first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's American Express position peaked at $2.71M in Q4 2025.
3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.