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Carmel Capital Partners’s American Express AXP Stock Holding History

Carmel Capital Partners’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 		– Sell
-553
Closed -$205K – 119
2025
Q4 		$205K Buy
+553
New +$198K 0.07% 105
2024
Q4 		– Sell
-851
Closed -$231K – 147
2024
Q3 		$231K Buy
+851
New +$212K 0.09% 152
2024
Q2 		– Sell
-1,201
Closed -$273K – 164
2024
Q1 		$273K Sell
1,201
-2
-0.2% -$415 0.11% 122
2023
Q4 		$225K Sell
1,203
-293
-20% -$47.2K 0.12% 139
2023
Q3 		$223K Buy
1,496
+313
+26% +$51.2K 0.1% 140
2023
Q2 		$206K Hold
1,183
– – 0.11% 116
2023
Q1 		$195K Buy
+1,183
New +$196K 0.12% 130
2022
Q2 		– Sell
-1,175
Closed -$220K – 116
2022
Q1 		$220K Buy
+1,175
New +$212K 0.18% 107

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

Carmel Capital Partners's AXP Position: Q1 2026 in Review

Carmel Capital Partners sold out of American Express (AXP) in Q1 2026, closing a stake of 553 shares — an estimated $205K sold.

Carmel Capital Partners first reported a position in AXP in Q1 2022 and held it in 8 quarters. The position peaked at $273K in Q1 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Carmel Capital Partners reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Carmel Capital Partners sold 553 American Express shares in Q1 2026, an estimated $205K.
  • Carmel Capital Partners first reported a position in American Express in Q1 2022 and held it in 8 quarters.
  • Carmel Capital Partners's American Express position peaked at $273K in Q1 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.