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 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 $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.