Catalina Capital Group’s American Express AXP Stock Holding History

Catalina Capital 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	$301K	Buy	996 +12	+1%	+$4.02K	0.18%	103
2025 Q4	$364K	Buy	984 +9	+0.9%	+$3.22K	0.22%	86
2025 Q3	$324K	Sell	975 -88	-8%	-$28K	0.2%	96
2025 Q2	$339K	Sell	1,063 -246	-19%	-$69.2K	0.22%	89
2025 Q1	$352K	Sell	1,309 -2,047	-61%	-$605K	0.23%	88
2024 Q4	$996K	Buy	3,356 +34	+1%	+$9.77K	0.33%	57
2024 Q3	$901K	Buy	3,322 +295	+10%	+$73.5K	0.3%	63
2024 Q2	$701K	Buy	3,027 +611	+25%	+$142K	0.26%	77
2024 Q1	$550K	Buy	2,416 +1,295	+116%	+$269K	0.23%	91
2023 Q4	$210K	Buy	+1,121	New	+$180K	0.14%	136

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

Catalina Capital Group's AXP Position: Q1 2026 in Review

Catalina Capital Group increased its American Express (AXP) stake by 1.2% in Q1 2026, buying an estimated $4.02K and bringing the position to 996 shares worth $301K. The position accounts for 0.18% of the portfolio, ranked #103.

Catalina Capital Group first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $996K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Catalina Capital Group held 996 shares of American Express worth $301K as of Q1 2026.
Catalina Capital Group bought 12 American Express shares in Q1 2026, an estimated $4.02K.
American Express made up 0.18% of Catalina Capital Group's portfolio in Q1 2026, its #103 holding.
Catalina Capital Group first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
Catalina Capital Group's American Express position peaked at $996K in Q4 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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