Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s American Express AXP Stock Holding History

Capital Fund Management (CFM)’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 		$6.56M Sell
21,700
-156,300
-88% -$52.4M 0.03% 760
2025
Q4 		$65.9M Buy
178,000
+21,400
+14% +$7.66M 0.18% 111
2025
Q3 		$52M Buy
156,600
+56,800
+57% +$18.1M 0.14% 184
2025
Q2 		$31.8M Sell
99,800
-81,300
-45% -$22.9M 0.09% 324
2025
Q1 		$48.7M Sell
181,100
-109,200
-38% -$32.3M 0.14% 212
2024
Q4 		$86.2M Sell
290,300
-206,200
-42% -$59.2M 0.22% 113
2024
Q3 		$135M Buy
496,500
+78,400
+19% +$19.5M 0.37% 50
2024
Q2 		$96.8M Buy
418,100
+254,500
+156% +$58.9M 0.28% 83
2024
Q1 		$37.3M Sell
163,600
-80,000
-33% -$16.6M 0.11% 257
2023
Q4 		$45.6M Buy
243,600
+153,900
+172% +$24.8M 0.12% 228
2023
Q3 		$13.4M Sell
89,700
-16,300
-15% -$2.67M 0.05% 495
2023
Q2 		$18.5M Buy
+106,000
New +$17.1M 0.07% 356
2023
Q1 		– Sell
-13,600
Closed -$2.01M – 1550
2022
Q4 		$2.01M Sell
13,600
-3,500
-20% -$519K 0.01% 939
2022
Q3 		$2.31M Sell
17,100
-36,400
-68% -$5.51M 0.02% 824
2022
Q2 		$7.42M Buy
53,500
+35,700
+201% +$5.9M 0.07% 402
2022
Q1 		$3.33M Sell
17,800
-10,500
-37% -$1.9M 0.03% 726
2021
Q4 		$4.63M Sell
28,300
-75,200
-73% -$12.8M 0.03% 671
2021
Q3 		$17.3M Buy
103,500
+92,000
+800% +$15.4M 0.13% 207
2021
Q2 		$1.9M Sell
11,500
-22,700
-66% -$3.56M 0.02% 962
2021
Q1 		$4.84M Buy
34,200
+24,100
+239% +$3.18M 0.05% 435
2020
Q4 		$1.22M Buy
+10,100
New +$1.12M 0.01% 937
2020
Q3 		– Sell
-30,400
Closed -$2.89M – 1189
2020
Q2 		$2.89M Buy
30,400
+3,600
+13% +$331K 0.05% 403
2020
Q1 		$2.29M Buy
26,800
+23,700
+765% +$2.76M 0.04% 485
2019
Q4 		$386K Sell
3,100
-19,600
-86% -$2.34M ﹤0.01% 1502
2019
Q3 		$2.69M Buy
22,700
+4,400
+24% +$540K 0.02% 697
2019
Q2 		$2.26M Buy
+18,300
New +$2.15M 0.02% 770
2018
Q4 		– Sell
-1,900
Closed -$202K – 1832
2018
Q3 		$202K Sell
1,900
-2,300
-55% -$239K ﹤0.01% 1892
2018
Q2 		$412K Sell
4,200
-254,900
-98% -$25M ﹤0.01% 1679
2018
Q1 		$24.2M Buy
259,100
+42,200
+19% +$4.09M 0.15% 208
2017
Q4 		$21.5M Buy
216,900
+142,000
+190% +$13.5M 0.12% 215
2017
Q3 		$6.78M Buy
74,900
+20,500
+38% +$1.76M 0.05% 447
2017
Q2 		$4.58M Sell
54,400
-331,000
-86% -$26.2M 0.04% 494
2017
Q1 		$30.5M Buy
385,400
+208,900
+118% +$16.3M 0.25% 108
2016
Q4 		$13.1M Sell
176,500
-208,100
-54% -$14.4M 0.11% 248
2016
Q3 		$24.6M Sell
384,600
-95,500
-20% -$6.14M 0.23% 114
2016
Q2 		$29.2M Sell
480,100
-128,900
-21% -$8.17M 0.27% 94
2016
Q1 		$37.4M Buy
+609,000
New +$35.4M 0.36% 67
2015
Q4 		– Sell
-11,900
Closed -$882K – 1528
2015
Q3 		$882K Sell
11,900
-9,200
-44% -$708K 0.01% 860
2015
Q2 		$1.64M Buy
21,100
+14,700
+230% +$1.17M 0.02% 686
2015
Q1 		$500K Sell
6,400
-9,700
-60% -$806K 0.01% 1049
2014
Q4 		$1.5M Sell
16,100
-50,500
-76% -$4.53M 0.02% 774
2014
Q3 		$5.83M Sell
66,600
-130,800
-66% -$11.8M 0.07% 367
2014
Q2 		$18.7M Buy
197,400
+66,200
+50% +$5.97M 0.2% 122
2014
Q1 		$11.8M Buy
131,200
+123,000
+1,500% +$11M 0.14% 163
2013
Q4 		$744K Sell
8,200
-7,500
-48% -$616K 0.01% 1097
2013
Q3 		$1.19M Buy
+15,700
New +$1.18M 0.02% 813

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

Capital Fund Management (CFM)'s AXP Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its American Express (AXP) stake by 60% in Q1 2026, buying an estimated $7.79M and bringing the position to 62,182 shares worth $18.8M. The position accounts for 0.09% of the portfolio, ranked #327.

Capital Fund Management (CFM) first reported a position in AXP in Q4 2013 and has held it in 30 quarters since. The position peaked at $110M in Q1 2016. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Capital Fund Management (CFM) held 62,182 shares of American Express worth $18.8M as of Q1 2026.
  • Capital Fund Management (CFM) bought 23,222 American Express shares in Q1 2026, an estimated $7.79M.
  • American Express made up 0.09% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #327 holding.
  • Capital Fund Management (CFM) first reported a position in American Express in Q4 2013 and has held it in 30 quarters since.
  • Capital Fund Management (CFM)'s American Express position peaked at $110M in Q1 2016.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.