MCM
AXP icon

Marsico Capital Management’s American Express AXP Stock Holding History

Marsico Capital Management’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 		– Sell
-7,652
Closed -$2.83M – 67
2025
Q4 		$2.83M Sell
7,652
-4,599
-38% -$1.65M 0.08% 73
2025
Q3 		$4.07M Buy
12,251
+4,599
+60% +$1.46M 0.1% 74
2025
Q2 		$2.44M Sell
7,652
-16,165
-68% -$4.55M 0.07% 63
2025
Q1 		$6.41M Sell
23,817
-25,577
-52% -$7.56M 0.22% 52
2024
Q4 		$14.7M Buy
49,394
+31,539
+177% +$9.06M 0.4% 33
2024
Q3 		$4.84M Sell
17,855
-37,070
-67% -$9.23M 0.14% 57
2024
Q2 		$12.7M Hold
54,925
– – 0.38% 31
2024
Q1 		$12.5M Hold
54,925
– – 0.41% 34
2023
Q4 		$10.3M Buy
+54,925
New +$8.84M 0.4% 34
2022
Q3 		– Sell
-160,524
Closed -$22.3M – 73
2022
Q2 		$22.3M Sell
160,524
-38,174
-19% -$6.31M 1.09% 22
2022
Q1 		$37.2M Buy
198,698
+48,131
+32% +$8.69M 1.3% 25
2021
Q4 		$24.6M Sell
150,567
-350,328
-70% -$59.7M 0.72% 33
2021
Q3 		$83.9M Sell
500,895
-13,883
-3% -$2.32M 2.57% 15
2021
Q2 		$85.1M Sell
514,778
-37,836
-7% -$5.93M 2.11% 15
2021
Q1 		$78.2M Buy
+552,614
New +$73M 2.04% 15
2015
Q1 		– Sell
-2,327,342
Closed -$217M – 89
2014
Q4 		$217M Buy
2,327,342
+1,553,863
+201% +$139M 1.74% 25
2014
Q3 		$67.7M Sell
773,479
-36,595
-5% -$3.29M 0.53% 37
2014
Q2 		$76.9M Sell
810,074
-505,592
-38% -$45.6M 0.56% 35
2014
Q1 		$118M Sell
1,315,666
-17,656
-1% -$1.58M 0.85% 32
2013
Q4 		$121M Sell
1,333,322
-1,268,113
-49% -$104M 0.86% 34
2013
Q3 		$196M Sell
2,601,435
-795,911
-23% -$59.9M 1.45% 26
2013
Q2 		$254M Buy
+3,397,346
New +$242M 1.59% 25

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Marsico Capital Management's AXP Position: Q1 2026 in Review

Marsico Capital Management sold out of American Express (AXP) in Q1 2026, closing a stake of 7,652 shares — an estimated $2.83M sold.

Marsico Capital Management first reported a position in AXP in Q2 2013 and held it in 22 quarters. The position peaked at $254M in Q2 2013. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Marsico Capital Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
  • Marsico Capital Management sold 7,652 American Express shares in Q1 2026, an estimated $2.83M.
  • Marsico Capital Management first reported a position in American Express in Q2 2013 and held it in 22 quarters.
  • Marsico Capital Management's American Express position peaked at $254M in Q2 2013.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Marsico Capital Management's 13F filing for Q1 2026, filed 13 May 2026.