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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
2016
Q2 		– Sell
-65
Closed -$81K – 421
2016
Q1 		$81K Sell
65
-460
-88% -$26.8K 0.01% 306
2015
Q4 		$42K Buy
+525
New +$38.2K 0.01% 364

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.