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 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 $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

Gillson Capital's AXP Position: Q1 2026 in Review

Gillson Capital opened a new position in American Express (AXP) in Q1 2026: 36,480 shares worth $11M. The stake represents 0.9% of the portfolio and ranks #35 among its holdings. This is a return to the name: Gillson Capital previously reported a position in AXP as recently as Q2 2025.

Gillson Capital first reported a position in AXP in Q1 2017 and has held it in 10 quarters since. The position peaked at $27.9M in Q1 2021. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Gillson Capital held 36,480 shares of American Express worth $11M as of Q1 2026.
American Express was a new Gillson Capital position in Q1 2026.
American Express made up 0.9% of Gillson Capital's portfolio in Q1 2026, its #35 holding.
Gillson Capital first reported a position in American Express in Q1 2017 and has held it in 10 quarters since.
Gillson Capital's American Express position peaked at $27.9M in Q1 2021.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Gillson Capital's 13F filing for Q1 2026, filed 15 May 2026.