Morgan Stanley’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.87B | Sell |
12,808,752
-390,482
| -3% | -$131M | 0.23% | 73 |
|
|
2025
Q4 | $4.88B | Sell |
13,199,234
-33,177
| -0.3% | -$11.9M | 0.29% | 55 |
|
|
2025
Q3 | $4.4B | Sell |
13,232,411
-289,634
| -2% | -$92.1M | 0.27% | 62 |
|
|
2025
Q2 | $4.31B | Buy |
13,522,045
+237,361
| +2% | +$66.8M | 0.28% | 60 |
|
|
2025
Q1 | $3.57B | Sell |
13,284,684
-561,869
| -4% | -$166M | 0.26% | 65 |
|
|
2024
Q4 | $4.11B | Buy |
13,846,553
+346,345
| +3% | +$99.5M | 0.29% | 56 |
|
|
2024
Q3 | $3.66B | Sell |
13,500,208
-133,517
| -1% | -$33.2M | 0.27% | 64 |
|
|
2024
Q2 | $3.16B | Buy |
13,633,725
+346,826
| +3% | +$80.3M | 0.24% | 67 |
|
|
2024
Q1 | $3.03B | Sell |
13,286,899
-13,880,439
| -51% | -$2.88B | 0.24% | 70 |
|
|
2023
Q4 | $5.09B | Buy |
27,167,338
+14,166,196
| +109% | +$2.28B | 0.22% | 77 |
|
|
2023
Q3 | $1.94B | Sell |
13,001,142
-56,880
| -0.4% | -$9.3M | 0.2% | 102 |
|
|
2023
Q2 | $2.27B | Buy |
13,058,022
+412,213
| +3% | +$66.5M | 0.22% | 82 |
|
|
2023
Q1 | $2.09B | Buy |
12,645,809
+141,907
| +1% | +$23.5M | 0.22% | 83 |
|
|
2022
Q4 | $1.85B | Buy |
12,503,902
+35,760
| +0.3% | +$5.3M | 0.21% | 97 |
|
|
2022
Q3 | $1.68B | Sell |
12,468,142
-252,203
| -2% | -$38.2M | 0.23% | 86 |
|
|
2022
Q2 | $1.76B | Buy |
12,720,345
+2,272,438
| +22% | +$375M | 0.23% | 85 |
|
|
2022
Q1 | $1.95B | Sell |
10,447,907
-141,994
| -1% | -$25.6M | 0.26% | 87 |
|
|
2021
Q4 | $1.73B | Buy |
10,589,901
+616,406
| +6% | +$105M | 0.21% | 107 |
|
|
2021
Q3 | $1.67B | Buy |
9,973,495
+56,509
| +0.6% | +$9.45M | 0.23% | 103 |
|
|
2021
Q2 | $1.64B | Buy |
9,916,986
+622,891
| +7% | +$97.6M | 0.22% | 110 |
|
|
2021
Q1 | $1.31B | Buy |
9,294,095
+553,665
| +6% | +$73.2M | 0.19% | 126 |
|
|
2020
Q4 | $1.06B | Buy |
8,740,430
+77,624
| +0.9% | +$8.6M | 0.16% | 145 |
|
|
2020
Q3 | $868M | Buy |
8,662,806
+148,905
| +2% | +$14.6M | 0.17% | 138 |
|
|
2020
Q2 | $811M | Buy |
8,513,901
+797,040
| +10% | +$73.4M | 0.18% | 128 |
|
|
2020
Q1 | $661M | Buy |
7,716,861
+1,559,432
| +25% | +$181M | 0.18% | 127 |
|
|
2019
Q4 | $767M | Buy |
6,157,429
+62,349
| +1% | +$7.45M | 0.18% | 122 |
|
|
2019
Q3 | $721M | Buy |
6,095,080
+841,574
| +16% | +$103M | 0.19% | 115 |
|
|
2019
Q2 | $648M | Buy |
5,253,506
+731,450
| +16% | +$85.9M | 0.17% | 130 |
|
|
2019
Q1 | $494M | Sell |
4,522,056
-1,264,672
| -22% | -$133M | 0.14% | 157 |
|
|
2018
Q4 | $552M | Sell |
5,786,728
-606,965
| -9% | -$63.5M | 0.17% | 133 |
|
|
2018
Q3 | $681M | Buy |
6,393,693
+1,098,834
| +21% | +$114M | 0.17% | 127 |
|
|
2018
Q2 | $519M | Sell |
5,294,859
-792,917
| -13% | -$77.9M | 0.14% | 148 |
|
|
2018
Q1 | $568M | Sell |
6,087,776
-366,952
| -6% | -$35.5M | 0.16% | 132 |
|
|
2017
Q4 | $641M | Buy |
6,454,728
+45,372
| +0.7% | +$4.32M | 0.18% | 120 |
|
|
2017
Q3 | $580M | Buy |
6,409,356
+150,984
| +2% | +$13M | 0.17% | 131 |
|
|
2017
Q2 | $527M | Sell |
6,258,372
-330,064
| -5% | -$26.1M | 0.16% | 148 |
|
|
2017
Q1 | $521M | Sell |
6,588,436
-1,162,982
| -15% | -$90.9M | 0.16% | 135 |
|
|
2016
Q4 | $574M | Buy |
7,751,418
+477,887
| +7% | +$33.1M | 0.19% | 112 |
|
|
2016
Q3 | $466M | Buy |
7,273,531
+350,719
| +5% | +$22.5M | 0.16% | 140 |
|
|
2016
Q2 | $421M | Sell |
6,922,812
-3,675
| -0.1% | -$233K | 0.15% | 152 |
|
|
2016
Q1 | $425M | Sell |
6,926,487
-1,261,372
| -15% | -$73.4M | 0.16% | 145 |
|
|
2015
Q4 | $569M | Sell |
8,187,859
-1,867,670
| -19% | -$136M | 0.21% | 111 |
|
|
2015
Q3 | $745M | Buy |
10,055,529
+254,016
| +3% | +$19.5M | 0.28% | 68 |
|
|
2015
Q2 | $762M | Buy |
9,801,513
+836,094
| +9% | +$66.3M | 0.26% | 73 |
|
|
2015
Q1 | $700M | Buy |
8,965,419
+1,458,799
| +19% | +$121M | 0.26% | 77 |
|
|
2014
Q4 | $698M | Buy |
7,506,620
+1,676,566
| +29% | +$150M | 0.26% | 79 |
|
|
2014
Q3 | $510M | Buy |
5,830,054
+1,447,487
| +33% | +$130M | 0.2% | 110 |
|
|
2014
Q2 | $416M | Buy |
4,382,567
+234,003
| +6% | +$21.1M | 0.16% | 146 |
|
|
2014
Q1 | $373M | Buy |
4,148,564
+69,334
| +2% | +$6.19M | 0.16% | 154 |
|
|
2013
Q4 | $370M | Sell |
4,079,230
-61,462
| -1% | -$5.05M | 0.16% | 154 |
|
|
2013
Q3 | $313M | Sell |
4,140,692
-195,719
| -5% | -$14.7M | 0.15% | 163 |
|
|
2013
Q2 | $324M | Buy |
+4,336,411
| New | +$309M | 0.16% | 153 |
|
Other funds holding AXP
VCM
VPM
Morgan Stanley's AXP Position: Q1 2026 in Review
Morgan Stanley reduced its American Express (AXP) stake by 3% in Q1 2026, selling an estimated $131M and leaving 12,808,752 shares worth $3.87B. The position accounts for 0.23% of the portfolio, ranked #73.
Morgan Stanley first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.09B in Q4 2023. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.
- Morgan Stanley held 12,808,752 shares of American Express worth $3.87B as of Q1 2026.
- Morgan Stanley sold 390,482 American Express shares in Q1 2026, an estimated $131M.
- American Express made up 0.23% of Morgan Stanley's portfolio in Q1 2026, its #73 holding.
- Morgan Stanley first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's American Express position peaked at $5.09B in Q4 2023.
- 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.