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Jay A. Fishman Ltd’s American Express AXP Stock Holding History

Jay A. Fishman Ltd’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 		$14.1M Sell
46,733
-68
-0.1% -$22.8K 1.26% 21
2025
Q4 		$17.3M Sell
46,801
-465
-1% -$166K 1.42% 17
2025
Q3 		$15.7M Sell
47,266
-311
-0.7% -$98.9K 1.35% 19
2025
Q2 		$15.2M Buy
47,577
+1,895
+4% +$533K 1.45% 18
2025
Q1 		$12.3M Sell
45,682
-1,860
-4% -$550K 1.34% 17
2024
Q4 		$14.1M Sell
47,542
-80
-0.2% -$23K 1.32% 17
2024
Q3 		$12.9M Buy
47,622
+1,327
+3% +$330K 1.28% 18
2024
Q2 		$10.7M Buy
46,295
+10,335
+29% +$2.39M 1.13% 20
2024
Q1 		$8.19M Buy
+35,960
New +$7.46M 0.9% 22
2016
Q1 		– Sell
-6,475
Closed -$450K – 89
2015
Q4 		$450K Buy
6,475
+125
+2% +$9.1K 0.11% 71
2015
Q3 		$471K Buy
6,350
+350
+6% +$26.9K 0.11% 70
2015
Q2 		$466K Buy
6,000
+600
+11% +$47.6K 0.1% 75
2015
Q1 		$422K Buy
5,400
+1,975
+58% +$164K 0.09% 78
2014
Q4 		$319K Buy
3,425
+25
+0.7% +$2.24K 0.07% 83
2014
Q3 		$298K Hold
3,400
– – 0.07% 80
2014
Q2 		$323K Hold
3,400
– – 0.07% 80
2014
Q1 		$306K Hold
3,400
– – 0.07% 80
2013
Q4 		$308K Hold
3,400
– – 0.07% 80
2013
Q3 		$257K Hold
3,400
– – 0.06% 87
2013
Q2 		$254K Buy
+3,400
New +$242K 0.07% 90

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

Jay A. Fishman Ltd's AXP Position: Q1 2026 in Review

Jay A. Fishman Ltd reduced its American Express (AXP) stake by 0.15% in Q1 2026, selling an estimated $22.8K and leaving 46,733 shares worth $14.1M. The position accounts for 1.26% of the portfolio, ranked #21.

Jay A. Fishman Ltd first reported a position in AXP in Q2 2013 and has held it in 20 quarters since. The position peaked at $17.3M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Jay A. Fishman Ltd held 46,733 shares of American Express worth $14.1M as of Q1 2026.
  • Jay A. Fishman Ltd sold 68 American Express shares in Q1 2026, an estimated $22.8K.
  • American Express made up 1.26% of Jay A. Fishman Ltd's portfolio in Q1 2026, its #21 holding.
  • Jay A. Fishman Ltd first reported a position in American Express in Q2 2013 and has held it in 20 quarters since.
  • Jay A. Fishman Ltd's American Express position peaked at $17.3M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Jay A. Fishman Ltd's 13F filing for Q1 2026, filed 29 Apr 2026.