Catalyst Funds Management’s American Express AXP Stock Holding History

Catalyst Funds Management’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 Q2	$772K	Buy	+2,281	New	+$730K	0.04%	333
2026 Q1	–	Sell	-3,240	Closed	-$1.2M	–	594
2025 Q4	$1.2M	Sell	3,240 -3,560	-52%	-$1.27M	0.28%	89
2025 Q3	$2.26M	Buy	+6,800	New	+$2.16M	0.34%	67
2025 Q1	–	Sell	-3,000	Closed	-$890K	–	469
2024 Q4	$890K	Sell	3,000 -3,800	-56%	-$1.09M	0.22%	97
2024 Q3	$1.84M	Buy	6,800 +5,700	+518%	+$1.42M	0.41%	39
2024 Q2	$255K	Sell	1,100 -8,000	-88%	-$1.85M	0.07%	182
2024 Q1	$2.07M	Buy	+9,100	New	+$1.89M	0.58%	50

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Catalyst Funds Management's AXP Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in American Express (AXP) in Q2 2026: 2,281 shares worth $772K. The stake represents 0.04% of the portfolio and ranks #333 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in AXP as recently as Q4 2025.

Catalyst Funds Management first reported a position in AXP in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q3 2025. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Catalyst Funds Management held 2,281 shares of American Express worth $772K as of Q2 2026.
American Express was a new Catalyst Funds Management position in Q2 2026.
American Express made up 0.04% of Catalyst Funds Management's portfolio in Q2 2026, its #333 holding.
Catalyst Funds Management first reported a position in American Express in Q1 2024 and has held it in 7 quarters since.
Catalyst Funds Management's American Express position peaked at $2.26M in Q3 2025.
3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.