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JB Capital’s American Express AXP Stock Holding History

JB 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 		$219K Sell
725
-170
-19% -$57K 0.01% 244
2025
Q4 		$331K Buy
895
+1
+0.1% +$358 0.01% 207
2025
Q3 		$297K Sell
894
-1
-0.1% -$318 0.01% 210
2025
Q2 		$285K Buy
895
+105
+13% +$29.6K 0.01% 202
2025
Q1 		$213K Buy
+790
New +$234K 0.01% 209
2022
Q3 		– Sell
-5,439
Closed -$754K – 163
2022
Q2 		$754K Buy
5,439
+576
+12% +$95.1K 0.08% 127
2022
Q1 		$910K Buy
4,863
+560
+13% +$101K 0.09% 115
2021
Q4 		$704K Buy
4,303
+1,015
+31% +$173K 0.07% 141
2021
Q3 		$551K Buy
+3,288
New +$550K 0.07% 165

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

JB Capital's AXP Position: Q1 2026 in Review

JB Capital reduced its American Express (AXP) stake by 19% in Q1 2026, selling an estimated $57K and leaving 725 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #244.

JB Capital first reported a position in AXP in Q3 2021 and has held it in 9 quarters since. The position peaked at $910K in Q1 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • JB Capital held 725 shares of American Express worth $219K as of Q1 2026.
  • JB Capital sold 170 American Express shares in Q1 2026, an estimated $57K.
  • American Express made up 0.01% of JB Capital's portfolio in Q1 2026, its #244 holding.
  • JB Capital first reported a position in American Express in Q3 2021 and has held it in 9 quarters since.
  • JB Capital's American Express position peaked at $910K in Q1 2022.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.