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iSAM Funds (UK)’s American Express AXP Stock Holding History

iSAM Funds (UK)’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 		$846K Sell
2,797
-104
-4% -$34.9K 0.42% 79
2025
Q4 		$1.07M Buy
+2,901
New +$1.04M 0.39% 85
2025
Q2 		– Sell
-7,323
Closed -$1.97M – 457
2025
Q1 		$1.97M Buy
+7,323
New +$2.16M 0.97% 13
2024
Q2 		– Sell
-1,118
Closed -$255K – 236
2024
Q1 		$255K Buy
+1,118
New +$232K 0.15% 200

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

iSAM Funds (UK)'s AXP Position: Q1 2026 in Review

iSAM Funds (UK) reduced its American Express (AXP) stake by 3.6% in Q1 2026, selling an estimated $34.9K and leaving 2,797 shares worth $846K. The position accounts for 0.42% of the portfolio, ranked #79.

iSAM Funds (UK) first reported a position in AXP in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.97M in Q1 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • iSAM Funds (UK) held 2,797 shares of American Express worth $846K as of Q1 2026.
  • iSAM Funds (UK) sold 104 American Express shares in Q1 2026, an estimated $34.9K.
  • American Express made up 0.42% of iSAM Funds (UK)'s portfolio in Q1 2026, its #79 holding.
  • iSAM Funds (UK) first reported a position in American Express in Q1 2024 and has held it in 4 quarters since.
  • iSAM Funds (UK)'s American Express position peaked at $1.97M in Q1 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.