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Catalyst Capital Advisors’s American Express AXP Stock Holding History

Catalyst Capital Advisors’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 		$144K Sell
475
-13,605
-97% -$4.56M ﹤0.01% 218
2025
Q4 		$5.21M Sell
14,080
-1,014
-7% -$363K 0.11% 69
2025
Q3 		$5.01M Sell
15,094
-743
-5% -$236K 0.1% 71
2025
Q2 		$5.05M Sell
15,837
-791
-5% -$223K 0.1% 70
2025
Q1 		$4.47M Sell
16,628
-535
-3% -$158K 0.09% 75
2024
Q4 		$5.09M Buy
17,163
+2,062
+14% +$592K 0.11% 72
2024
Q3 		$4.1M Buy
+15,101
New +$3.76M 0.09% 83
2020
Q1 		– Sell
-3,700
Closed -$461K – 238
2019
Q4 		$461K Sell
3,700
-2,800
-43% -$335K 0.01% 191
2019
Q3 		$769K Buy
+6,500
New +$797K 0.03% 142
2019
Q1 		– Sell
-170,000
Closed -$16.2M – 396
2018
Q4 		$16.2M Hold
170,000
– – 0.6% 24
2018
Q3 		$18.1M Hold
170,000
– – 0.59% 30
2018
Q2 		$16.7M Hold
170,000
– – 0.59% 25
2018
Q1 		$15.9M Hold
170,000
– – 0.57% 25
2017
Q4 		$16.9M Buy
170,000
+17,000
+11% +$1.62M 0.63% 20
2017
Q3 		$13.8M Buy
153,000
+151,935
+14,266% +$13.1M 0.61% 23
2017
Q2 		$90K Buy
1,065
+450
+73% +$35.6K ﹤0.01% 292
2017
Q1 		$49K Sell
615
-25,615
-98% -$2M ﹤0.01% 319
2016
Q4 		$1.94M Sell
26,230
-14,355
-35% -$994K 0.12% 119
2016
Q3 		$2.6M Buy
+40,585
New +$2.61M 0.29% 75
2015
Q3 		– Sell
-5,750
Closed -$447K – 539
2015
Q2 		$447K Buy
5,750
+750
+15% +$59.5K 0.05% 253
2015
Q1 		$391K Buy
+5,000
New +$415K 0.04% 235

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

Catalyst Capital Advisors's AXP Position: Q1 2026 in Review

Catalyst Capital Advisors reduced its American Express (AXP) stake by 97% in Q1 2026, selling an estimated $4.56M and leaving 475 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Catalyst Capital Advisors first reported a position in AXP in Q1 2015 and has held it in 21 quarters since. The position peaked at $18.1M in Q3 2018. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Catalyst Capital Advisors held 475 shares of American Express worth $144K as of Q1 2026.
  • Catalyst Capital Advisors sold 13,605 American Express shares in Q1 2026, an estimated $4.56M.
  • American Express made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q1 2026, its #218 holding.
  • Catalyst Capital Advisors first reported a position in American Express in Q1 2015 and has held it in 21 quarters since.
  • Catalyst Capital Advisors's American Express position peaked at $18.1M in Q3 2018.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Catalyst Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.