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Clark Capital Management Group’s American Express AXP Stock Holding History

Clark Capital Management 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 		$137M Buy
452,724
+44,376
+11% +$14.9M 0.85% 23
2025
Q4 		$151M Buy
408,348
+4,020
+1% +$1.44M 0.93% 18
2025
Q3 		$134M Sell
404,328
-22,894
-5% -$7.28M 0.84% 21
2025
Q2 		$136M Buy
427,222
+8,904
+2% +$2.51M 0.95% 17
2025
Q1 		$113M Sell
418,318
-160,824
-28% -$47.5M 0.81% 26
2024
Q4 		$172M Buy
579,142
+7,528
+1% +$2.16M 1.2% 12
2024
Q3 		$155M Buy
571,614
+15,715
+3% +$3.91M 1.06% 16
2024
Q2 		$129M Buy
555,899
+11,532
+2% +$2.67M 0.95% 20
2024
Q1 		$124M Buy
544,367
+73,735
+16% +$15.3M 0.92% 18
2023
Q4 		$88.2M Sell
470,632
-80,853
-15% -$13M 0.72% 26
2023
Q3 		$82.3M Buy
551,485
+5,108
+0.9% +$836K 0.82% 24
2023
Q2 		$95.2M Buy
546,377
+7,114
+1% +$1.15M 0.85% 19
2023
Q1 		$89M Sell
539,263
-8,356
-2% -$1.39M 1% 14
2022
Q4 		$80.9M Sell
547,619
-15,830
-3% -$2.35M 0.74% 20
2022
Q3 		$76M Buy
563,449
+70,177
+14% +$10.6M 1% 16
2022
Q2 		$68.4M Sell
493,272
-34,105
-6% -$5.63M 0.9% 15
2022
Q1 		$98.6M Sell
527,377
-55,002
-9% -$9.93M 1.1% 14
2021
Q4 		$95.3M Buy
582,379
+172,253
+42% +$29.4M 1.17% 12
2021
Q3 		$68.7M Buy
410,126
+9,294
+2% +$1.55M 0.94% 22
2021
Q2 		$66.2M Buy
400,832
+9,127
+2% +$1.43M 0.93% 18
2021
Q1 		$55.4M Sell
391,705
-11,284
-3% -$1.49M 0.84% 20
2020
Q4 		$48.7M Buy
402,989
+72,052
+22% +$7.98M 0.8% 25
2020
Q3 		$33.2M Sell
330,937
-72,068
-18% -$7.09M 0.63% 41
2020
Q2 		$38.4M Sell
403,005
-179,451
-31% -$16.5M 0.72% 25
2020
Q1 		$49.9M Buy
582,456
+25,649
+5% +$2.98M 1.27% 16
2019
Q4 		$69.3M Buy
556,807
+15,175
+3% +$1.81M 1.45% 14
2019
Q3 		$64.1M Buy
541,632
+187,823
+53% +$23M 1.45% 14
2019
Q2 		$43.7M Buy
353,809
+7,211
+2% +$847K 0.92% 23
2019
Q1 		$37.9M Sell
346,598
-74,418
-18% -$7.82M 0.9% 35
2018
Q4 		$40.1M Buy
421,016
+84,918
+25% +$8.89M 1.08% 25
2018
Q3 		$35.8M Buy
336,098
+13,227
+4% +$1.38M 0.91% 32
2018
Q2 		$31.6M Buy
322,871
+81,517
+34% +$8.01M 0.91% 34
2018
Q1 		$22.5M Buy
241,354
+9,354
+4% +$906K 0.71% 52
2017
Q4 		$23M Buy
232,000
+8,728
+4% +$831K 0.7% 47
2017
Q3 		$20.2M Sell
223,272
-53,736
-19% -$4.62M 0.68% 45
2017
Q2 		$23.3M Buy
277,008
+84,653
+44% +$6.7M 0.91% 32
2017
Q1 		$15.2M Buy
192,355
+186,532
+3,203% +$14.6M 0.67% 46
2016
Q4 		$431K Sell
5,823
-12
-0.2% -$831 0.02% 240
2016
Q3 		$374K Buy
5,835
+42
+0.7% +$2.7K 0.02% 253
2016
Q2 		$352K Sell
5,793
-2,605
-31% -$165K 0.02% 253
2016
Q1 		$516K Buy
8,398
+308
+4% +$17.9K 0.04% 221
2015
Q4 		$563K Sell
8,090
-272
-3% -$19.8K 0.05% 199
2015
Q3 		$620K Buy
8,362
+3,142
+60% +$242K 0.06% 189
2015
Q2 		$406K Buy
5,220
+1,562
+43% +$124K 0.04% 240
2015
Q1 		$286K Sell
3,658
-331
-8% -$27.5K 0.03% 274
2014
Q4 		$371K Sell
3,989
-276
-6% -$24.7K 0.03% 234
2014
Q3 		$373K Sell
4,265
-2,357
-36% -$212K 0.03% 214
2014
Q2 		$628K Sell
6,622
-1,808
-21% -$163K 0.05% 164
2014
Q1 		$759K Sell
8,430
-1,027
-11% -$91.7K 0.07% 154
2013
Q4 		$858K Buy
9,457
+125
+1% +$10.3K 0.07% 144
2013
Q3 		$705K Buy
9,332
+471
+5% +$35.4K 0.06% 156
2013
Q2 		$662K Buy
+8,861
New +$630K 0.06% 157

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

Clark Capital Management Group's AXP Position: Q1 2026 in Review

Clark Capital Management Group increased its American Express (AXP) stake by 11% in Q1 2026, buying an estimated $14.9M and bringing the position to 452,724 shares worth $137M. The position accounts for 0.85% of the portfolio, ranked #23.

Clark Capital Management Group first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $172M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Clark Capital Management Group held 452,724 shares of American Express worth $137M as of Q1 2026.
  • Clark Capital Management Group bought 44,376 American Express shares in Q1 2026, an estimated $14.9M.
  • American Express made up 0.85% of Clark Capital Management Group's portfolio in Q1 2026, its #23 holding.
  • Clark Capital Management Group first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Clark Capital Management Group's American Express position peaked at $172M in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.