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	-17,000	Closed	-$5.42M	–	1255
2025 Q2	$5.42M	Buy	17,000 +14,800	+673%	+$4.17M	0.02%	529
2025 Q1	$592K	Buy	+2,200	New	+$650K	﹤0.01%	1012
2018 Q3	–	Sell	-10,000	Closed	-$980K	–	699
2018 Q2	$980K	Sell	10,000 -5,000	-33%	-$491K	0.01%	638
2018 Q1	$1.4M	Buy	+15,000	New	+$1.45M	0.03%	515
2017 Q3	–	Sell	-60,000	Closed	-$5.05M	–	387
2017 Q2	$5.05M	Hold	60,000	–	–	0.1%	188
2017 Q1	$4.75M	Sell	60,000 -6,400	-10%	-$500K	0.06%	280
2016 Q4	$4.92M	Buy	+66,400	New	+$4.6M	0.1%	199

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 $3.38T AUM 44.17% 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

Hudson Bay Capital Management's AXP Position: Q2 2026 in Review

Hudson Bay Capital Management increased its American Express (AXP) stake by 94% in Q2 2026, buying an estimated $7.88M and bringing the position to 50,686 shares worth $17.1M. The position accounts for 0.05% of the portfolio, ranked #246.

Hudson Bay Capital Management first reported a position in AXP in Q4 2016 and has held it in 19 quarters since. 3,017 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Hudson Bay Capital Management held 50,686 shares of American Express worth $17.1M as of Q2 2026.
Hudson Bay Capital Management bought 24,608 American Express shares in Q2 2026, an estimated $7.88M.
American Express made up 0.05% of Hudson Bay Capital Management's portfolio in Q2 2026, its #246 holding.
Hudson Bay Capital Management first reported a position in American Express in Q4 2016 and has held it in 19 quarters since.
3,017 funds tracked by Wall St. Rank held American Express as of Q2 2026.

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