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Mattern Capital Management’s American Express AXP Stock Holding History

Mattern 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 		$1.16M Buy
3,822
+878
+30% +$294K 0.14% 112
2025
Q4 		$1.09M Buy
2,944
+4
+0.1% +$1.43K 0.13% 114
2025
Q3 		$977K Buy
2,940
+418
+17% +$133K 0.11% 119
2025
Q2 		$804K Buy
2,522
+415
+20% +$117K 0.1% 122
2025
Q1 		$567K Buy
2,107
+208
+11% +$61.5K 0.07% 125
2024
Q4 		$564K Buy
1,899
+181
+11% +$52K 0.07% 117
2024
Q3 		$466K Buy
1,718
+244
+17% +$60.8K 0.06% 123
2024
Q2 		$341K Buy
1,474
+417
+39% +$96.6K 0.05% 131
2024
Q1 		$241K Buy
+1,057
New +$219K 0.03% 149

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

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

Mattern Capital Management increased its American Express (AXP) stake by 30% in Q1 2026, buying an estimated $294K and bringing the position to 3,822 shares worth $1.16M. The position accounts for 0.14% of the portfolio, ranked #112.

Mattern Capital Management first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Mattern Capital Management held 3,822 shares of American Express worth $1.16M as of Q1 2026.
  • Mattern Capital Management bought 878 American Express shares in Q1 2026, an estimated $294K.
  • American Express made up 0.14% of Mattern Capital Management's portfolio in Q1 2026, its #112 holding.
  • Mattern Capital Management first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Mattern Capital Management's 13F filing for Q1 2026, filed 4 May 2026.