Inscription Capital’s American Express AXP Stock Holding History

Inscription 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	$379K	Buy	1,252 +54	+5%	+$18.1K	0.04%	431
2025 Q4	$443K	Buy	1,198 +32	+3%	+$11.5K	0.05%	396
2025 Q3	$387K	Buy	1,166 +51	+5%	+$16.2K	0.04%	415
2025 Q2	$356K	Sell	1,115 -544	-33%	-$153K	0.05%	307
2025 Q1	$378K	Buy	+1,659	New	+$490K	0.06%	217
2024 Q3	$456K	Buy	1,681 +22	+1%	+$5.48K	0.07%	204
2024 Q2	$384K	Hold	1,659	–	–	0.06%	218
2024 Q1	$378K	Buy	1,659 +570	+52%	+$118K	0.06%	217
2023 Q4	$204K	Buy	+1,089	New	+$175K	0.06%	204
2022 Q3	–	Sell	-18,796	Closed	-$2.61M	–	197
2022 Q2	$2.61M	Buy	+18,796	New	+$3.1M	0.47%	48
2021 Q3	–	Sell	-5,844	Closed	-$966K	–	223
2021 Q2	$966K	Buy	+5,844	New	+$915K	0.11%	134
2020 Q1	–	Sell	-11,681	Closed	-$1.45M	–	130
2019 Q4	$1.45M	Buy	11,681 +1,761	+18%	+$210K	0.64%	43
2019 Q3	$1.17M	Buy	+9,920	New	+$1.22M	0.64%	48

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

Inscription Capital's AXP Position: Q1 2026 in Review

Inscription Capital increased its American Express (AXP) stake by 4.5% in Q1 2026, buying an estimated $18.1K and bringing the position to 1,252 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #431.

Inscription Capital first reported a position in AXP in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.61M in Q2 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Inscription Capital held 1,252 shares of American Express worth $379K as of Q1 2026.
Inscription Capital bought 54 American Express shares in Q1 2026, an estimated $18.1K.
American Express made up 0.04% of Inscription Capital's portfolio in Q1 2026, its #431 holding.
Inscription Capital first reported a position in American Express in Q3 2019 and has held it in 13 quarters since.
Inscription Capital's American Express position peaked at $2.61M in Q2 2022.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.