Caption Management’s American Express AXP Stock Holding History

Caption 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
2023 Q1	–	Sell	-55,000	Closed	-$8.13M	–	1086
2022 Q4	$8.13M	Hold	55,000	–	–	0.13%	200
2022 Q3	$7.42M	Hold	55,000	–	–	0.1%	234
2022 Q2	$7.62M	Hold	55,000	–	–	0.11%	250
2022 Q1	$10.3M	Buy	+55,000	New	+$9.93M	0.12%	210

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

Caption Management's AXP Position: Q1 2026 in Review

Caption Management opened a new position in American Express (AXP) in Q1 2026: 24 shares worth $7.26K. The stake represents ﹤0.01% of the portfolio and ranks #1469 among its holdings. This is a return to the name: Caption Management previously reported a position in AXP as recently as Q2 2022.

Caption Management first reported a position in AXP in Q2 2022 and has held it in 2 quarters since. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Caption Management held 24 shares of American Express worth $7.26K as of Q1 2026.
American Express was a new Caption Management position in Q1 2026.
American Express made up ﹤0.01% of Caption Management's portfolio in Q1 2026, its #1469 holding.
Caption Management first reported a position in American Express in Q2 2022 and has held it in 2 quarters since.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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