Machina Capital’s American Express AXP Stock Holding History

Machina 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	$624K	Buy	+2,062	New	+$691K	0.12%	209
2023 Q4	–	Sell	-13,204	Closed	-$1.97M	–	251
2023 Q3	$1.97M	Buy	+13,204	New	+$2.16M	1.1%	9
2023 Q1	–	Sell	-2,007	Closed	-$297K	–	493
2022 Q4	$297K	Sell	2,007 -1,526	-43%	-$226K	0.55%	89
2022 Q3	$477K	Buy	+3,533	New	+$535K	1.01%	20
2019 Q4	–	Sell	-19,406	Closed	-$2.29M	–	345
2019 Q3	$2.29M	Buy	19,406 +14,061	+263%	+$1.72M	1.04%	8
2019 Q2	$658K	Sell	5,345 -9,604	-64%	-$1.13M	0.25%	138
2019 Q1	$1.63M	Buy	14,949 +13,971	+1,429%	+$1.47M	0.65%	38
2018 Q4	$93K	Buy	+978	New	+$102K	0.06%	239

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

Machina Capital's AXP Position: Q1 2026 in Review

Machina Capital opened a new position in American Express (AXP) in Q1 2026: 2,062 shares worth $624K. The stake represents 0.12% of the portfolio and ranks #209 among its holdings. This is a return to the name: Machina Capital previously reported a position in AXP as recently as Q3 2023.

Machina Capital first reported a position in AXP in Q4 2018 and has held it in 8 quarters since. The position peaked at $2.29M in Q3 2019. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Machina Capital held 2,062 shares of American Express worth $624K as of Q1 2026.
American Express was a new Machina Capital position in Q1 2026.
American Express made up 0.12% of Machina Capital's portfolio in Q1 2026, its #209 holding.
Machina Capital first reported a position in American Express in Q4 2018 and has held it in 8 quarters since.
Machina Capital's American Express position peaked at $2.29M in Q3 2019.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Machina Capital's 13F filing for Q1 2026, filed 13 May 2026.