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 $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

Caption Management's AXP Position: Q2 2026 in Review

Caption Management sold out of American Express (AXP) in Q2 2026, closing a stake of 24 shares — an estimated $7.68K sold.

Caption Management first reported a position in AXP in Q2 2022 and held it in 2 quarters. The position peaked at $7.26K in Q1 2026. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Caption Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Caption Management sold 24 American Express shares in Q2 2026, an estimated $7.68K.
Caption Management first reported a position in American Express in Q2 2022 and held it in 2 quarters.
Caption Management's American Express position peaked at $7.26K in Q1 2026.
3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.