Interchange Capital Partners’s American Express AXP Stock Holding History

Interchange Capital Partners’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	$1.49M	Sell	5,518 -386	-7%	-$129K	0.47%	55
2025 Q4	$2.18M	Buy	5,904 +59	+1%	+$21.1K	0.41%	51
2025 Q3	$1.94M	Buy	5,845 +191	+3%	+$60.8K	0.38%	52
2025 Q2	$1.8M	Buy	5,654 +111	+2%	+$31.2K	0.42%	46
2025 Q1	$1.49M	Buy	5,543 +30	+0.5%	+$8.87K	0.42%	52
2024 Q4	$1.64M	Sell	5,513 -179	-3%	-$51.4K	0.59%	45
2024 Q3	$1.54M	Sell	5,692 -108	-2%	-$26.9K	0.54%	50
2024 Q2	$1.34M	Buy	5,800 +4,342	+298%	+$1.01M	0.49%	54
2024 Q1	$336K	Sell	1,458 -66	-4%	-$13.7K	0.23%	109
2023 Q4	$287K	Sell	1,524 -11	-0.7%	-$1.77K	0.22%	118
2023 Q3	$230K	Sell	1,535 -116	-7%	-$19K	0.18%	133
2023 Q2	$287K	Sell	1,651 -2,504	-60%	-$404K	0.22%	110
2023 Q1	$685K	Buy	+4,155	New	+$689K	0.37%	70
2021 Q4	–	Sell	-3,100	Closed	-$519K	–	156
2021 Q3	$519K	Sell	3,100 -17	-0.5%	-$2.84K	0.87%	41
2021 Q2	$515K	Sell	3,117 -872	-22%	-$137K	0.8%	45
2021 Q1	$580K	Sell	3,989 -529	-12%	-$69.9K	0.31%	104
2020 Q4	$546K	Buy	+4,518	New	+$500K	0.3%	89

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

Interchange Capital Partners's AXP Position: Q1 2026 in Review

Interchange Capital Partners reduced its American Express (AXP) stake by 6.5% in Q1 2026, selling an estimated $129K and leaving 5,518 shares worth $1.49M. The position accounts for 0.47% of the portfolio, ranked #55.

Interchange Capital Partners first reported a position in AXP in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.18M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Interchange Capital Partners held 5,518 shares of American Express worth $1.49M as of Q1 2026.
Interchange Capital Partners sold 386 American Express shares in Q1 2026, an estimated $129K.
American Express made up 0.47% of Interchange Capital Partners's portfolio in Q1 2026, its #55 holding.
Interchange Capital Partners first reported a position in American Express in Q4 2020 and has held it in 17 quarters since.
Interchange Capital Partners's American Express position peaked at $2.18M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.