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 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 $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

Oarsman Capital's AXP Position: Q1 2026 in Review

Oarsman Capital sold out of American Express (AXP) in Q1 2026, closing a stake of 634 shares — an estimated $235K sold.

Oarsman Capital first reported a position in AXP in Q4 2023 and held it in 8 quarters. The position peaked at $282K in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Oarsman Capital reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Oarsman Capital sold 634 American Express shares in Q1 2026, an estimated $235K.
Oarsman Capital first reported a position in American Express in Q4 2023 and held it in 8 quarters.
Oarsman Capital's American Express position peaked at $282K in Q2 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.