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 $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

Marshall Wace's AXP Position: Q1 2026 in Review

Marshall Wace increased its American Express (AXP) stake by 1,166% in Q1 2026, buying an estimated $38.9M and bringing the position to 126,043 shares worth $38.1M. The position accounts for 0.04% of the portfolio, ranked #458.

Marshall Wace first reported a position in AXP in Q2 2014 and has held it in 27 quarters since. The position peaked at $69.2M in Q3 2022. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Marshall Wace held 126,043 shares of American Express worth $38.1M as of Q1 2026.
Marshall Wace bought 116,089 American Express shares in Q1 2026, an estimated $38.9M.
American Express made up 0.04% of Marshall Wace's portfolio in Q1 2026, its #458 holding.
Marshall Wace first reported a position in American Express in Q2 2014 and has held it in 27 quarters since.
Marshall Wace's American Express position peaked at $69.2M in Q3 2022.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.