Gillson Capital’s American Express AXP Stock Holding History

Gillson Capital’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 Q2	–	Sell	-36,480	Closed	-$11M	–	85
2026 Q1	$11M	Buy	+36,480	New	+$12.2M	0.9%	35
2025 Q3	–	Sell	-34,320	Closed	-$10.9M	–	69
2025 Q2	$10.9M	Buy	+34,320	New	+$9.66M	0.84%	45
2022 Q2	–	Sell	-125,175	Closed	-$23.4M	–	209
2022 Q1	$23.4M	Sell	125,175 -31,481	-20%	-$5.69M	1.87%	11
2021 Q4	$25.6M	Buy	156,656 +121,424	+345%	+$20.7M	1.67%	13
2021 Q3	$5.9M	Buy	+35,232	New	+$5.89M	0.43%	71
2021 Q2	–	Sell	-197,484	Closed	-$27.9M	–	221
2021 Q1	$27.9M	Buy	+197,484	New	+$26.1M	2.35%	5
2019 Q2	–	Sell	-141,851	Closed	-$15.5M	–	84
2019 Q1	$15.5M	Buy	+141,851	New	+$14.9M	2%	21
2017 Q4	–	Sell	-169,783	Closed	-$15.4M	–	42
2017 Q3	$15.4M	Sell	169,783 -61,316	-27%	-$5.27M	3.01%	12
2017 Q2	$19.5M	Buy	231,099 +2,020	+0.9%	+$160K	4.48%	7
2017 Q1	$18.1M	Buy	+229,079	New	+$17.9M	4.08%	10

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Gillson Capital's AXP Position: Q2 2026 in Review

Gillson Capital sold out of American Express (AXP) in Q2 2026, closing a stake of 36,480 shares — an estimated $11M sold.

Gillson Capital first reported a position in AXP in Q1 2017 and held it in 10 quarters. The position peaked at $27.9M in Q1 2021. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Gillson Capital reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Gillson Capital sold 36,480 American Express shares in Q2 2026, an estimated $11M.
Gillson Capital first reported a position in American Express in Q1 2017 and held it in 10 quarters.
Gillson Capital's American Express position peaked at $27.9M in Q1 2021.
3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.