Marshall Wace’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $483M | Buy |
1,429,163
+1,303,120
| +1,034% | +$417M | 0.38% | 26 |
|
|
2026
Q1 | $38.1M | Buy |
126,043
+116,089
| +1,166% | +$38.9M | 0.04% | 458 |
|
|
2025
Q4 | $3.68M | Buy |
9,954
+3,954
| +66% | +$1.41M | ﹤0.01% | 1292 |
|
|
2025
Q3 | $1.99M | Buy |
+6,000
| New | +$1.91M | ﹤0.01% | 1628 |
|
|
2025
Q2 | – | Sell |
-4,500
| Closed | -$1.27M | – | 2700 |
|
|
2025
Q1 | $1.21M | Buy |
+4,500
| New | +$1.33M | ﹤0.01% | 1701 |
|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$232K | – | 2500 |
|
|
2024
Q2 | $232K | Buy |
1,000
+500
| +100% | +$116K | ﹤0.01% | 2247 |
|
|
2024
Q1 | $114K | Sell |
500
-2,203
| -82% | -$457K | ﹤0.01% | 2298 |
|
|
2023
Q4 | $506K | Sell |
2,703
-7,960
| -75% | -$1.28M | ﹤0.01% | 1714 |
|
|
2023
Q3 | $1.59M | Buy |
+10,663
| New | +$1.74M | ﹤0.01% | 1328 |
|
|
2023
Q1 | – | Sell |
-403,670
| Closed | -$67M | – | 2649 |
|
|
2022
Q4 | $59.6M | Sell |
403,670
-109,539
| -21% | -$16.2M | 0.13% | 168 |
|
|
2022
Q3 | $69.2M | Buy |
+513,209
| New | +$77.7M | 0.15% | 134 |
|
|
2022
Q2 | – | Sell |
-38,322
| Closed | -$7.17M | – | 3410 |
|
|
2022
Q1 | $7.17M | Buy |
38,322
+37,496
| +4,539% | +$6.77M | 0.01% | 1122 |
|
|
2021
Q4 | $136K | Sell |
826
-57,552
| -99% | -$9.81M | ﹤0.01% | 3297 |
|
|
2021
Q3 | $9.78M | Buy |
58,378
+25,206
| +76% | +$4.21M | 0.04% | 568 |
|
|
2021
Q2 | $5.48M | Buy |
33,172
+20,231
| +156% | +$3.17M | 0.02% | 788 |
|
|
2021
Q1 | $1.83M | Buy |
+12,941
| New | +$1.71M | 0.01% | 1374 |
|
|
2020
Q2 | – | Sell |
-1,858
| Closed | -$159K | – | 1542 |
|
|
2020
Q1 | $159K | Sell |
1,858
-2,150
| -54% | -$250K | ﹤0.01% | 1225 |
|
|
2019
Q4 | $499K | Sell |
4,008
-53,060
| -93% | -$6.34M | ﹤0.01% | 1171 |
|
|
2019
Q3 | $6.75M | Buy |
57,068
+48,913
| +600% | +$6M | 0.05% | 402 |
|
|
2019
Q2 | $1.01M | Buy |
8,155
+6,354
| +353% | +$746K | 0.01% | 932 |
|
|
2019
Q1 | $197K | Sell |
1,801
-35,561
| -95% | -$3.74M | ﹤0.01% | 1335 |
|
|
2018
Q4 | $3.56M | Buy |
+37,362
| New | +$3.91M | 0.04% | 560 |
|
|
2018
Q2 | – | Sell |
-71,268
| Closed | -$6.65M | – | 703 |
|
|
2018
Q1 | $6.65M | Buy |
+71,268
| New | +$6.9M | 0.28% | 90 |
|
|
2017
Q4 | – | Sell |
-199,720
| Closed | -$18M | – | 405 |
|
|
2017
Q3 | $18M | Buy |
+199,720
| New | +$17.2M | 0.84% | 29 |
|
|
2015
Q3 | – | Sell |
-5,188
| Closed | -$403K | – | 908 |
|
|
2015
Q2 | $403K | Buy |
+5,188
| New | +$412K | 0.01% | 746 |
|
|
2015
Q1 | – | Sell |
-180,165
| Closed | -$16.8M | – | 796 |
|
|
2014
Q4 | $16.8M | Sell |
180,165
-207,697
| -54% | -$18.6M | 0.22% | 123 |
|
|
2014
Q3 | $34M | Buy |
387,862
+314,384
| +428% | +$28.3M | 0.49% | 46 |
|
|
2014
Q2 | $6.97M | Buy |
+73,478
| New | +$6.62M | 0.1% | 224 |
|
Other funds holding AXP
Marshall Wace's AXP Position: Q2 2026 in Review
Marshall Wace increased its American Express (AXP) stake by 1,034% in Q2 2026, buying an estimated $417M and bringing the position to 1,429,163 shares worth $483M. The position accounts for 0.38% of the portfolio, ranked #26.
Marshall Wace first reported a position in AXP in Q2 2014 and has held it in 28 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Marshall Wace held 1,429,163 shares of American Express worth $483M as of Q2 2026.
- Marshall Wace bought 1,303,120 American Express shares in Q2 2026, an estimated $417M.
- American Express made up 0.38% of Marshall Wace's portfolio in Q2 2026, its #26 holding.
- Marshall Wace first reported a position in American Express in Q2 2014 and has held it in 28 quarters since.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.