Hudson Bay Capital Management
AXP icon

Hudson Bay Capital Management’s American Express AXP Stock Holding History

Hudson Bay 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
2025
Q3 		– Sell
-1,800
Closed -$574K – 1254
2025
Q2 		$574K Buy
+1,800
New +$507K ﹤0.01% 1059
2017
Q2 		– Sell
-44,500
Closed -$3.52M – 541
2017
Q1 		$3.52M Buy
44,500
+19,200
+76% +$1.5M 0.05% 335
2016
Q4 		$1.87M Buy
+25,300
New +$1.75M 0.04% 364

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

Hudson Bay Capital Management's AXP Position: Q1 2026 in Review

Hudson Bay Capital Management held its American Express (AXP) position steady in Q1 2026 at 26,078 shares worth $7.89M. The position accounts for 0.03% of the portfolio, ranked #369.

Hudson Bay Capital Management first reported a position in AXP in Q4 2016 and has held it in 18 quarters since. The position peaked at $15.5M in Q4 2021. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Hudson Bay Capital Management held 26,078 shares of American Express worth $7.89M as of Q1 2026.
  • Hudson Bay Capital Management left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.03% of Hudson Bay Capital Management's portfolio in Q1 2026, its #369 holding.
  • Hudson Bay Capital Management first reported a position in American Express in Q4 2016 and has held it in 18 quarters since.
  • Hudson Bay Capital Management's American Express position peaked at $15.5M in Q4 2021.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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