MQS Management’s American Express AXP Stock Holding History

MQS 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	$498K	Sell	1,645 -822	-33%	-$276K	0.34%	99
2025 Q4	$913K	Buy	+2,467	New	+$883K	0.54%	20
2025 Q2	–	Sell	-2,652	Closed	-$714K	–	459
2025 Q1	$714K	Buy	+2,652	New	+$784K	0.41%	50
2024 Q1	–	Sell	-1,144	Closed	-$214K	–	452
2023 Q4	$214K	Sell	1,144 -418	-27%	-$67.3K	0.12%	367
2023 Q3	$233K	Buy	+1,562	New	+$255K	0.14%	315

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

MQS Management's AXP Position: Q1 2026 in Review

MQS Management reduced its American Express (AXP) stake by 33% in Q1 2026, selling an estimated $276K and leaving 1,645 shares worth $498K. The position accounts for 0.34% of the portfolio, ranked #99.

MQS Management first reported a position in AXP in Q3 2023 and has held it in 5 quarters since. The position peaked at $913K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

MQS Management held 1,645 shares of American Express worth $498K as of Q1 2026.
MQS Management sold 822 American Express shares in Q1 2026, an estimated $276K.
American Express made up 0.34% of MQS Management's portfolio in Q1 2026, its #99 holding.
MQS Management first reported a position in American Express in Q3 2023 and has held it in 5 quarters since.
MQS Management's American Express position peaked at $913K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.