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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 		$1.09M Buy
3,600
+1,000
+38% +$335K 0.01% 348
2025
Q4 		$962K Sell
2,600
-1,400
-35% -$501K ﹤0.01% 292
2025
Q3 		$1.33M Buy
4,000
+2,400
+150% +$763K 0.01% 321
2025
Q2 		$510K Sell
1,600
-1,500
-48% -$422K ﹤0.01% 236
2025
Q1 		$834K Buy
3,100
+2,500
+417% +$739K ﹤0.01% 259
2024
Q4 		$178K Buy
+600
New +$172K ﹤0.01% 315
2023
Q2 		– Sell
-126,100
Closed -$20.8M – 445
2023
Q1 		$20.8M Buy
+126,100
New +$20.9M 0.25% 78
2022
Q4 		– Sell
-36,900
Closed -$4.98M – 719
2022
Q3 		$4.98M Buy
+36,900
New +$5.59M 0.07% 261
2021
Q4 		– Sell
-56,400
Closed -$9.43M – 234
2021
Q3 		$9.43M Buy
56,400
+7,600
+16% +$1.27M 0.12% 147
2021
Q2 		$8.04M Buy
+48,800
New +$7.64M 0.13% 135
2021
Q1 		– Sell
-33,800
Closed -$4.09M – 488
2020
Q4 		$4.09M Buy
+33,800
New +$3.74M 0.2% 109
2020
Q3 		– Sell
-15,000
Closed -$1.43M – 151
2020
Q2 		$1.43M Sell
15,000
-98,700
-87% -$9.09M 0.05% 228
2020
Q1 		$9.73M Sell
113,700
-25,000
-18% -$2.91M 0.35% 81
2019
Q4 		$17.3M Buy
138,700
+113,700
+455% +$13.6M 0.37% 69
2019
Q3 		$2.96M Buy
+25,000
New +$3.07M 0.06% 199

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

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.