Cambria Investment Management’s American Express AXP Stock Holding History

Cambria Investment 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	$1.05M	Sell	3,481 -209	-6%	-$70.1K	0.06%	229
2025 Q4	$1.36M	Buy	3,690 +1,559	+73%	+$558K	0.08%	204
2025 Q3	$708K	Buy	+2,131	New	+$678K	0.04%	278
2018 Q4	–	Sell	-12,729	Closed	-$1.36M	–	251
2018 Q3	$1.36M	Buy	12,729 +182	+1%	+$18.9K	0.2%	141
2018 Q2	$1.23M	Sell	12,547 -1,448	-10%	-$142K	0.18%	150
2018 Q1	$1.3M	Buy	13,995 +362	+3%	+$35.1K	0.19%	140
2017 Q4	$1.35M	Buy	13,633 +1,086	+9%	+$103K	0.19%	131
2017 Q3	$1.14M	Sell	12,547 -543	-4%	-$46.7K	0.17%	141
2017 Q2	$1.1M	Sell	13,090 -1,810	-12%	-$143K	0.24%	138
2017 Q1	$1.18M	Buy	+14,900	New	+$1.16M	0.4%	106

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 $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cambria Investment Management's AXP Position: Q1 2026 in Review

Cambria Investment Management reduced its American Express (AXP) stake by 5.7% in Q1 2026, selling an estimated $70.1K and leaving 3,481 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #229.

Cambria Investment Management first reported a position in AXP in Q1 2017 and has held it in 10 quarters since. The position peaked at $1.36M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Cambria Investment Management held 3,481 shares of American Express worth $1.05M as of Q1 2026.
Cambria Investment Management sold 209 American Express shares in Q1 2026, an estimated $70.1K.
American Express made up 0.06% of Cambria Investment Management's portfolio in Q1 2026, its #229 holding.
Cambria Investment Management first reported a position in American Express in Q1 2017 and has held it in 10 quarters since.
Cambria Investment Management's American Express position peaked at $1.36M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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