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 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 $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

Catalyst Funds Management's AXP Position: Q1 2026 in Review

Catalyst Funds Management sold out of American Express (AXP) in Q1 2026, closing a stake of 3,240 shares — an estimated $1.2M sold.

Catalyst Funds Management first reported a position in AXP in Q1 2024 and held it in 6 quarters. The position peaked at $2.26M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Catalyst Funds Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Catalyst Funds Management sold 3,240 American Express shares in Q1 2026, an estimated $1.2M.
Catalyst Funds Management first reported a position in American Express in Q1 2024 and held it in 6 quarters.
Catalyst Funds Management's American Express position peaked at $2.26M in Q3 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.