Clear Harbor Asset Management’s American Express AXP Stock Holding History

Clear Harbor Asset 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	$1.27M	Buy	4,187 +1,656	+65%	+$555K	0.09%	180
2025 Q4	$936K	Buy	2,531 +250	+11%	+$89.5K	0.06%	216
2025 Q3	$758K	Hold	2,281	–	–	0.05%	231
2025 Q2	$728K	Hold	2,281	–	–	0.05%	225
2025 Q1	$614K	Buy	2,281 +79	+4%	+$23.4K	0.05%	233
2024 Q4	$654K	Buy	2,202 +202	+10%	+$58K	0.05%	213
2024 Q3	$542K	Hold	2,000	–	–	0.04%	225
2024 Q2	$463K	Hold	2,000	–	–	0.04%	232
2024 Q1	$455K	Hold	2,000	–	–	0.04%	235
2023 Q4	$375K	Hold	2,000	–	–	0.03%	253
2023 Q3	$298K	Sell	2,000 -300	-13%	-$49.1K	0.03%	264
2023 Q2	$401K	Hold	2,300	–	–	0.04%	243
2023 Q1	$379K	Hold	2,300	–	–	0.04%	275
2022 Q4	$340K	Hold	2,300	–	–	0.04%	250
2022 Q3	$310K	Sell	2,300 -27	-1%	-$4.09K	0.04%	256
2022 Q2	$323K	Buy	2,327 +27	+1%	+$4.46K	0.04%	262
2022 Q1	$430K	Hold	2,300	–	–	0.05%	242
2021 Q4	$376K	Hold	2,300	–	–	0.04%	263
2021 Q3	$385K	Sell	2,300 -616	-21%	-$103K	0.01%	264
2021 Q2	$482K	Hold	2,916	–	–	0.06%	225
2021 Q1	$412K	Hold	2,916	–	–	0.05%	222
2020 Q4	$353K	Hold	2,916	–	–	0.05%	206
2020 Q3	$292K	Hold	2,916	–	–	0.05%	213
2020 Q2	$278K	Sell	2,916 -500	-15%	-$46K	0.05%	212
2020 Q1	$292K	Buy	3,416 +500	+17%	+$58.2K	0.07%	181
2019 Q4	$363K	Buy	+2,916	New	+$349K	0.06%	194
2015 Q3	–	Sell	-2,763	Closed	-$215K	–	280
2015 Q2	$215K	Buy	+2,763	New	+$219K	0.04%	259

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

Clear Harbor Asset Management's AXP Position: Q1 2026 in Review

Clear Harbor Asset Management increased its American Express (AXP) stake by 65% in Q1 2026, buying an estimated $555K and bringing the position to 4,187 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #180.

Clear Harbor Asset Management first reported a position in AXP in Q2 2015 and has held it in 27 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Clear Harbor Asset Management held 4,187 shares of American Express worth $1.27M as of Q1 2026.
Clear Harbor Asset Management bought 1,656 American Express shares in Q1 2026, an estimated $555K.
American Express made up 0.09% of Clear Harbor Asset Management's portfolio in Q1 2026, its #180 holding.
Clear Harbor Asset Management first reported a position in American Express in Q2 2015 and has held it in 27 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Clear Harbor Asset Management's 13F filing for Q1 2026, filed 5 May 2026.