Castellan Group’s American Express AXP Stock Holding History

Castellan Group’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	-9,237	Closed	-$3.42M	–	38
2025 Q4	$3.42M	Buy	+9,237	New	+$3.31M	0.43%	31
2022 Q1	–	Sell	-1,240	Closed	-$203K	–	63
2021 Q4	$203K	Buy	+1,240	New	+$211K	0.14%	71

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Castellan Group's AXP Position: Q1 2026 in Review

Castellan Group sold out of American Express (AXP) in Q1 2026, closing a stake of 9,237 shares — an estimated $3.42M sold.

Castellan Group first reported a position in AXP in Q4 2021 and held it in 2 quarters. The position peaked at $3.42M in Q4 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Castellan Group reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Castellan Group sold 9,237 American Express shares in Q1 2026, an estimated $3.42M.
Castellan Group first reported a position in American Express in Q4 2021 and held it in 2 quarters.
Castellan Group's American Express position peaked at $3.42M in Q4 2025.
2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Castellan Group's 13F filing for Q1 2026, filed 23 Apr 2026.