Genus Capital Management’s American Express AXP Stock Holding History

Genus 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 Q1	–	Sell	-26,346	Closed	-$9.75M	–	195
2025 Q4	$9.75M	Sell	26,346 -1,085	-4%	-$388K	1.14%	29
2025 Q3	$9.11M	Sell	27,431 -6,115	-18%	-$1.95M	1.06%	26
2025 Q2	$10.7M	Buy	+33,546	New	+$9.44M	1.36%	16

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Genus Capital Management's AXP Position: Q1 2026 in Review

Genus Capital Management sold out of American Express (AXP) in Q1 2026, closing a stake of 26,346 shares — an estimated $9.75M sold.

Genus Capital Management first reported a position in AXP in Q2 2025 and held it in 3 quarters. The position peaked at $10.7M in Q2 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Genus Capital Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Genus Capital Management sold 26,346 American Express shares in Q1 2026, an estimated $9.75M.
Genus Capital Management first reported a position in American Express in Q2 2025 and held it in 3 quarters.
Genus Capital Management's American Express position peaked at $10.7M in Q2 2025.
2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Genus Capital Management's 13F filing for Q1 2026, filed 4 May 2026.