Capula Management’s American Express AXP Stock Holding History

Capula 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	$696K	Buy	2,300 +1,600	+229%	+$536K	﹤0.01%	440
2025 Q4	$259K	Sell	700 -300	-30%	-$107K	﹤0.01%	529
2025 Q3	$332K	Buy	1,000 +300	+43%	+$95.4K	﹤0.01%	509
2025 Q2	$223K	Sell	700 -800	-53%	-$225K	﹤0.01%	350
2025 Q1	$404K	Buy	+1,500	New	+$443K	﹤0.01%	334
2023 Q2	–	Sell	-126,000	Closed	-$20.8M	–	444
2023 Q1	$20.8M	Buy	126,000 +87,800	+230%	+$14.6M	0.25%	80
2022 Q4	$5.64M	Sell	38,200 -36,900	-49%	-$5.47M	0.08%	244
2022 Q3	$10.1M	Buy	+75,100	New	+$11.4M	0.14%	175
2021 Q4	–	Sell	-216,400	Closed	-$36.2M	–	232
2021 Q3	$36.2M	Buy	216,400 +155,800	+257%	+$26M	0.45%	31
2021 Q2	$9.99M	Buy	+60,600	New	+$9.49M	0.16%	121
2020 Q3	–	Sell	-13,300	Closed	-$1.27M	–	149
2020 Q2	$1.27M	Sell	13,300 -81,700	-86%	-$7.52M	0.05%	233
2020 Q1	$8.13M	Buy	95,000 +40,000	+73%	+$4.65M	0.29%	102
2019 Q4	$6.85M	Buy	+55,000	New	+$6.57M	0.15%	143

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

Capula Management's AXP Position: Q1 2026 in Review

Capula Management opened a new position in American Express (AXP) in Q1 2026: 710 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #725 among its holdings. This is a return to the name: Capula Management previously reported a position in AXP as recently as Q3 2025.

Capula Management first reported a position in AXP in Q3 2019 and has held it in 12 quarters since. The position peaked at $9.06M in Q1 2020. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Capula Management held 710 shares of American Express worth $215K as of Q1 2026.
American Express was a new Capula Management position in Q1 2026.
American Express made up ﹤0.01% of Capula Management's portfolio in Q1 2026, its #725 holding.
Capula Management first reported a position in American Express in Q3 2019 and has held it in 12 quarters since.
Capula Management's American Express position peaked at $9.06M in Q1 2020.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.