Fogel Capital Management
AXP icon

Fogel Capital Management’s American Express AXP Stock Holding History

Fogel Capital 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
Q3 		$209K Sell
687
-210
-23% -$70.2K 0.08% 59
2026
Q2 		$303K Buy
897
+175
+24% +$56K 0.12% 46
2026
Q1 		$218K Buy
722
+49
+7% +$16.4K 0.1% 49
2025
Q4 		$249K Buy
673
+12
+2% +$4.29K 0.11% 44
2025
Q3 		$220K Buy
661
+30
+5% +$9.5K 0.1% 53
2025
Q2 		$201K Buy
+631
New +$178K 0.11% 50

Other funds holding AXP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fogel Capital Management's AXP Position: Q3 2026 in Review

Fogel Capital Management reduced its American Express (AXP) stake by 23% in Q3 2026, selling an estimated $70.2K and leaving 687 shares worth $209K. The position accounts for 0.08% of the portfolio, ranked #59.

Fogel Capital Management first reported a position in AXP in Q2 2025 and has held it in 6 quarters since. The position peaked at $303K in Q2 2026. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Fogel Capital Management held 687 shares of American Express worth $209K as of Q3 2026.
  • Fogel Capital Management sold 210 American Express shares in Q3 2026, an estimated $70.2K.
  • American Express made up 0.08% of Fogel Capital Management's portfolio in Q3 2026, its #59 holding.
  • Fogel Capital Management first reported a position in American Express in Q2 2025 and has held it in 6 quarters since.
  • Fogel Capital Management's American Express position peaked at $303K in Q2 2026.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Fogel Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.