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Marco Investment Management’s American Express AXP Stock Holding History

Marco Investment 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 		$21.2M Buy
69,953
+210
+0.3% +$70.4K 1.6% 17
2025
Q4 		$25.8M Sell
69,743
-795
-1% -$284K 1.94% 13
2025
Q3 		$23.4M Sell
70,538
-597
-0.8% -$190K 1.79% 18
2025
Q2 		$22.7M Buy
71,135
+196
+0.3% +$55.2K 1.89% 15
2025
Q1 		$19.1M Sell
70,939
-520
-0.7% -$154K 1.77% 17
2024
Q4 		$21.2M Sell
71,459
-2,245
-3% -$645K 1.83% 14
2024
Q3 		$20M Buy
73,704
+440
+0.6% +$110K 1.73% 19
2024
Q2 		$17M Sell
73,264
-870
-1% -$201K 1.56% 21
2024
Q1 		$16.9M Buy
74,134
+150
+0.2% +$31.1K 1.59% 19
2023
Q4 		$13.9M Hold
73,984
– – 1.42% 22
2023
Q3 		$11M Buy
73,984
+1,479
+2% +$242K 1.27% 25
2023
Q2 		$12.6M Buy
72,505
+5,549
+8% +$895K 1.36% 23
2023
Q1 		$11M Hold
66,956
– – 1.24% 24
2022
Q4 		$9.89M Sell
66,956
-400
-0.6% -$59.3K 1.15% 27
2022
Q3 		$9.09M Buy
67,356
+250
+0.4% +$37.8K 1.15% 26
2022
Q2 		$9.3M Buy
67,106
+3,600
+6% +$595K 1.08% 27
2022
Q1 		$11.9M Sell
63,506
-1,358
-2% -$245K 1.21% 25
2021
Q4 		$10.6M Buy
64,864
+5,880
+10% +$1M 1.04% 28
2021
Q3 		$9.88M Buy
58,984
+625
+1% +$104K 1.09% 30
2021
Q2 		$9.64M Sell
58,359
-600
-1% -$94K 1.12% 29
2021
Q1 		$8.34M Sell
58,959
-1,750
-3% -$231K 1.09% 30
2020
Q4 		$7.34M Buy
60,709
+4,150
+7% +$460K 1.05% 31
2020
Q3 		$5.67M Buy
56,559
+50
+0.1% +$4.92K 0.93% 34
2020
Q2 		$5.38M Buy
56,509
+3,225
+6% +$297K 0.99% 34
2020
Q1 		$4.56M Sell
53,284
-551
-1% -$64.1K 0.97% 37
2019
Q4 		$6.7M Buy
53,835
+1,900
+4% +$227K 1.04% 28
2019
Q3 		$6.14M Sell
51,935
-300
-0.6% -$36.8K 1.05% 30
2019
Q2 		$6.45M Sell
52,235
-500
-0.9% -$58.7K 1.15% 25
2019
Q1 		$5.76M Sell
52,735
-6,200
-11% -$652K 1.07% 29
2018
Q4 		$5.62M Sell
58,935
-10,199
-15% -$1.07M 1.11% 29
2018
Q3 		$7.36M Buy
69,134
+3,200
+5% +$333K 1.05% 32
2018
Q2 		$6.46M Sell
65,934
-2,397
-4% -$236K 1% 32
2018
Q1 		$6.37M Buy
68,331
+1,631
+2% +$158K 0.99% 32
2017
Q4 		$6.62M Sell
66,700
-5,309
-7% -$506K 1.01% 35
2017
Q3 		$6.51M Buy
72,009
+400
+0.6% +$34.4K 1.02% 36
2017
Q2 		$6.03M Sell
71,609
-200
-0.3% -$15.8K 1% 37
2017
Q1 		$5.68M Sell
71,809
-1,100
-2% -$86K 0.96% 38
2016
Q4 		$5.4M Sell
72,909
-500
-0.7% -$34.6K 0.94% 38
2016
Q3 		$4.7M Sell
73,409
-500
-0.7% -$32.1K 0.84% 43
2016
Q2 		$4.49M Sell
73,909
-2,600
-3% -$165K 0.84% 45
2016
Q1 		$4.7K Sell
76,509
-1,150
-1% -$66.9K 0.68% 44
2015
Q4 		$5.4M Sell
77,659
-1,650
-2% -$120K 1% 30
2015
Q3 		$5.88M Sell
79,309
-24,579
-24% -$1.89M 1.16% 28
2015
Q2 		$8.07M Sell
103,888
-600
-0.6% -$47.6K 1.35% 22
2015
Q1 		$9.16M Buy
104,488
+2,862
+3% +$238K 1.59% 17
2014
Q4 		$9.46M Buy
101,626
+3,700
+4% +$332K 1.19% 17
2014
Q3 		$8.57M Buy
97,926
+2,200
+2% +$198K 1.18% 19
2014
Q2 		$9.08M Buy
95,726
+4,300
+5% +$388K 1.73% 14
2014
Q1 		$8.23M Sell
91,426
-600
-0.7% -$53.6K 1.72% 13
2013
Q4 		$8.35K Sell
92,026
-2,100
-2% -$173K 0.44% 13
2013
Q3 		$7.11M Sell
94,126
-700
-0.7% -$52.7K 1.63% 13
2013
Q2 		$7.09M Buy
+94,826
New +$6.75M 2.05% 12

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marco Investment Management's AXP Position: Q1 2026 in Review

Marco Investment Management increased its American Express (AXP) stake by 0.3% in Q1 2026, buying an estimated $70.4K and bringing the position to 69,953 shares worth $21.2M. The position accounts for 1.6% of the portfolio, ranked #17.

Marco Investment Management first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.8M in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Marco Investment Management held 69,953 shares of American Express worth $21.2M as of Q1 2026.
  • Marco Investment Management bought 210 American Express shares in Q1 2026, an estimated $70.4K.
  • American Express made up 1.6% of Marco Investment Management's portfolio in Q1 2026, its #17 holding.
  • Marco Investment Management first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
  • Marco Investment Management's American Express position peaked at $25.8M in Q4 2025.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.