Marshall Wace’s American Express AXP Stock Holding History

Marshall Wace’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
2024 Q2	–	Sell	-23,700	Closed	-$5.72M	–	2541
2024 Q1	$5.72M	Buy	+23,700	New	+$4.91M	0.01%	948
2023 Q2	–	Sell	-10,300	Closed	-$1.7M	–	2456
2023 Q1	$1.7M	Buy	+10,300	New	+$1.71M	﹤0.01%	1543
2021 Q4	–	Sell	-1,100	Closed	-$184K	–	3847
2021 Q3	$184K	Buy	1,100 +1,000	+1,000%	+$167K	﹤0.01%	2819
2021 Q2	$17K	Sell	100 -2,500	-96%	-$392K	﹤0.01%	2585
2021 Q1	$368K	Buy	+2,600	New	+$344K	﹤0.01%	2052

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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. 3,003 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.
3,003 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.