Marathon Capital Management’s American Express AXP Stock Holding History

Marathon 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	–	Sell	-600	Closed	-$222K	–	173
2025 Q4	$222K	Buy	+600	New	+$215K	0.05%	151
2024 Q2	–	Sell	-945	Closed	-$215K	–	146
2024 Q1	$215K	Buy	+945	New	+$196K	0.05%	130

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

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

Marathon Capital Management sold out of American Express (AXP) in Q1 2026, closing a stake of 600 shares — an estimated $222K sold.

Marathon Capital Management first reported a position in AXP in Q1 2024 and held it in 2 quarters. The position peaked at $222K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Marathon Capital Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Marathon Capital Management sold 600 American Express shares in Q1 2026, an estimated $222K.
Marathon Capital Management first reported a position in American Express in Q1 2024 and held it in 2 quarters.
Marathon Capital Management's American Express position peaked at $222K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.