Karani Asset Management’s American Express AXP Stock Holding History

Karani Asset Management’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	$3.66M	Buy	12,093 +214	+2%	+$71.8K	3%	14
2025 Q4	$4.39M	Sell	11,879 -527	-4%	-$189K	3.6%	13
2025 Q3	$4.12M	Sell	12,406 -5,921	-32%	-$1.88M	3.29%	13
2025 Q2	$5.85M	Buy	18,327 +2,563	+16%	+$721K	5.66%	4
2025 Q1	$4.24M	Sell	15,764 -3,984	-20%	-$1.18M	4.49%	7
2024 Q4	$5.86M	Buy	+19,748	New	+$5.67M	5.47%	8
2023 Q3	$2.1M	Sell	14,075 -5,431	-28%	-$888K	3.02%	17
2023 Q2	$3.4M	Buy	19,506 +1,689	+9%	+$273K	3.43%	17
2023 Q1	$2.94M	Buy	+17,817	New	+$2.96M	3.11%	18

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

Karani Asset Management's AXP Position: Q1 2026 in Review

Karani Asset Management increased its American Express (AXP) stake by 1.8% in Q1 2026, buying an estimated $71.8K and bringing the position to 12,093 shares worth $3.66M. The position accounts for 3% of the portfolio, ranked #14.

Karani Asset Management first reported a position in AXP in Q1 2023 and has held it in 9 quarters since. The position peaked at $5.86M in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Karani Asset Management held 12,093 shares of American Express worth $3.66M as of Q1 2026.
Karani Asset Management bought 214 American Express shares in Q1 2026, an estimated $71.8K.
American Express made up 3% of Karani Asset Management's portfolio in Q1 2026, its #14 holding.
Karani Asset Management first reported a position in American Express in Q1 2023 and has held it in 9 quarters since.
Karani Asset Management's American Express position peaked at $5.86M in Q4 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Karani Asset Management's 13F filing for Q1 2026, filed 15 May 2026.