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
2026 Q2	–	Sell	-78,000	Closed	-$23.6M	–	3163
2026 Q1	$23.6M	Sell	78,000 -42,000	-35%	-$14.1M	0.02%	642
2025 Q4	$44.4M	Sell	120,000 -406,400	-77%	-$145M	0.04%	371
2025 Q3	$175M	Buy	526,400 +206,400	+65%	+$65.7M	0.18%	88
2025 Q2	$102M	Buy	+320,000	New	+$90.1M	0.12%	165
2025 Q1	–	Sell	-200,000	Closed	-$59.4M	–	2627
2024 Q4	$59.4M	Buy	+200,000	New	+$57.5M	0.07%	253
2024 Q2	–	Sell	-42,600	Closed	-$10.3M	–	2542
2024 Q1	$10.3M	Buy	+42,600	New	+$8.83M	0.02%	740
2023 Q2	–	Sell	-10,000	Closed	-$1.65M	–	2457
2023 Q1	$1.65M	Buy	+10,000	New	+$1.66M	﹤0.01%	1557
2022 Q1	–	Sell	-5,600	Closed	-$915K	–	3344
2021 Q4	$915K	Buy	5,600 +3,800	+211%	+$648K	﹤0.01%	2516
2021 Q3	$302K	Buy	1,800 +1,200	+200%	+$201K	﹤0.01%	2644
2021 Q2	$99K	Buy	600 +200	+50%	+$31.3K	﹤0.01%	2536
2021 Q1	$57K	Buy	+400	New	+$52.9K	﹤0.01%	2388

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.