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Guggenheim Capital’s American Express AXP Stock Holding History

Guggenheim 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
2013
Q3 		– Sell
-36,000
Closed -$2.69M – 3066
2013
Q2 		$2.69M Buy
+36,000
New +$2.56M 0.01% 1346

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

Guggenheim Capital's AXP Position: Q1 2026 in Review

Guggenheim Capital reduced its American Express (AXP) stake by 17% in Q1 2026, selling an estimated $1.22M and leaving 17,319 shares worth $5.24M. The position accounts for 0.04% of the portfolio, ranked #432.

Guggenheim Capital first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $94.6M in Q4 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Guggenheim Capital held 17,319 shares of American Express worth $5.24M as of Q1 2026.
  • Guggenheim Capital sold 3,629 American Express shares in Q1 2026, an estimated $1.22M.
  • American Express made up 0.04% of Guggenheim Capital's portfolio in Q1 2026, its #432 holding.
  • Guggenheim Capital first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Guggenheim Capital's American Express position peaked at $94.6M in Q4 2021.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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