MAI Capital Management’s American Express AXP Stock Holding History

MAI Capital 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	–	Hold	0	–	–	–	2116
2025 Q4	–	Hold	0	–	–	–	1800
2025 Q3	–	Hold	0	–	–	–	1775
2025 Q2	–	Hold	0	–	–	–	1720
2025 Q1	–	Hold	0	–	–	–	1702
2024 Q4	–	Hold	0	–	–	–	2039
2023 Q1	–	Sell	-1,700	Closed	-$251K	–	1065
2022 Q4	$251K	Hold	1,700	–	–	﹤0.01%	827
2022 Q3	$229K	Hold	1,700	–	–	﹤0.01%	786
2022 Q2	$236K	Buy	+1,700	New	+$281K	﹤0.01%	755

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

MAI Capital Management's AXP Position: Q1 2026 in Review

MAI Capital Management reduced its American Express (AXP) stake by 0.69% in Q1 2026, selling an estimated $235K and leaving 100,476 shares worth $30.4M. The position accounts for 0.17% of the portfolio, ranked #117.

MAI Capital Management first reported a position in AXP in Q4 2013 and has held it in 40 quarters since. The position peaked at $37.4M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

MAI Capital Management held 100,476 shares of American Express worth $30.4M as of Q1 2026.
MAI Capital Management sold 702 American Express shares in Q1 2026, an estimated $235K.
American Express made up 0.17% of MAI Capital Management's portfolio in Q1 2026, its #117 holding.
MAI Capital Management first reported a position in American Express in Q4 2013 and has held it in 40 quarters since.
MAI Capital Management's American Express position peaked at $37.4M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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