Madison Asset Management’s American Express AXP Stock Holding History

Madison 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	–	Sell	-556	Closed	-$206K	–	353
2025 Q4	$206K	Buy	+556	New	+$199K	﹤0.01%	341
2022 Q4	–	Sell	-1,765	Closed	-$238K	–	318
2022 Q3	$238K	Sell	1,765 -654	-27%	-$99K	﹤0.01%	328
2022 Q2	$335K	Sell	2,419 -409	-14%	-$67.6K	0.01%	337
2022 Q1	$529K	Sell	2,828 -1,888	-40%	-$341K	0.01%	275
2021 Q4	$772K	Sell	4,716 -60	-1%	-$10.2K	0.01%	271
2021 Q3	$800K	Sell	4,776 -72	-1%	-$12K	0.01%	271
2021 Q2	$801K	Buy	4,848 +9	+0.2%	+$1.41K	0.01%	275
2021 Q1	$684K	Hold	4,839	–	–	0.01%	279
2020 Q4	$585K	Buy	+4,839	New	+$536K	0.01%	267
2020 Q1	–	Sell	-110,405	Closed	-$13.7M	–	272
2019 Q4	$13.7M	Buy	+110,405	New	+$13.2M	0.21%	114

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

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

Madison Asset Management sold out of American Express (AXP) in Q1 2026, closing a stake of 556 shares — an estimated $206K sold.

Madison Asset Management first reported a position in AXP in Q4 2019 and held it in 10 quarters. The position peaked at $13.7M in Q4 2019. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Madison Asset Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Madison Asset Management sold 556 American Express shares in Q1 2026, an estimated $206K.
Madison Asset Management first reported a position in American Express in Q4 2019 and held it in 10 quarters.
Madison Asset Management's American Express position peaked at $13.7M in Q4 2019.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.