Oarsman Capital’s American Express AXP Stock Holding History

Oarsman Capital’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 Q2	$219K	Buy	+648	New	+$207K	0.02%	231
2026 Q1	–	Sell	-634	Closed	-$235K	–	240
2025 Q4	$235K	Buy	+634	New	+$227K	0.03%	208
2025 Q3	–	Sell	-885	Closed	-$282K	–	251
2025 Q2	$282K	Buy	885 +96	+12%	+$27K	0.04%	192
2025 Q1	$212K	Sell	789 -41	-5%	-$12.1K	0.04%	214
2024 Q4	$246K	Sell	830 -26	-3%	-$7.47K	0.04%	206
2024 Q3	$232K	Sell	856 -92	-10%	-$22.9K	0.04%	216
2024 Q2	$220K	Sell	948 -53	-5%	-$12.3K	0.05%	215
2024 Q1	$228K	Sell	1,001 -175	-15%	-$36.3K	0.05%	211
2023 Q4	$220K	Buy	+1,176	New	+$189K	0.06%	216

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Oarsman Capital's AXP Position: Q2 2026 in Review

Oarsman Capital opened a new position in American Express (AXP) in Q2 2026: 648 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #231 among its holdings. This is a return to the name: Oarsman Capital previously reported a position in AXP as recently as Q4 2025.

Oarsman Capital first reported a position in AXP in Q4 2023 and has held it in 9 quarters since. The position peaked at $282K in Q2 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Oarsman Capital held 648 shares of American Express worth $219K as of Q2 2026.
American Express was a new Oarsman Capital position in Q2 2026.
American Express made up 0.02% of Oarsman Capital's portfolio in Q2 2026, its #231 holding.
Oarsman Capital first reported a position in American Express in Q4 2023 and has held it in 9 quarters since.
Oarsman Capital's American Express position peaked at $282K in Q2 2025.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.