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Curat Global’s American Express AXP Stock Holding History

Curat Global’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 		$609K Sell
2,015
-125
-6% -$41.9K 0.6% 38
2025
Q4 		$792K Hold
2,140
– – 0.88% 23
2025
Q3 		$714K Hold
2,140
– – 0.67% 33
2025
Q2 		$683K Sell
2,140
-935
-30% -$263K 0.65% 38
2025
Q1 		$827K Buy
+3,075
New +$909K 1.01% 24

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

Curat Global's AXP Position: Q1 2026 in Review

Curat Global reduced its American Express (AXP) stake by 5.8% in Q1 2026, selling an estimated $41.9K and leaving 2,015 shares worth $609K. The position accounts for 0.6% of the portfolio, ranked #38.

Curat Global first reported a position in AXP in Q1 2025 and has held it in 5 quarters since. The position peaked at $827K in Q1 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Curat Global held 2,015 shares of American Express worth $609K as of Q1 2026.
  • Curat Global sold 125 American Express shares in Q1 2026, an estimated $41.9K.
  • American Express made up 0.6% of Curat Global's portfolio in Q1 2026, its #38 holding.
  • Curat Global first reported a position in American Express in Q1 2025 and has held it in 5 quarters since.
  • Curat Global's American Express position peaked at $827K in Q1 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Curat Global's 13F filing for Q1 2026, filed 21 Apr 2026.