Occudo Quantitative Strategies’s American Express AXP Stock Holding History

Occudo Quantitative Strategies’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	$3.89M	Buy	+12,047	New	+$4.04M	0.21%	141
2024 Q3	–	Sell	-7,745	Closed	-$1.79M	–	703
2024 Q2	$1.79M	Buy	+7,745	New	+$1.79M	0.32%	83
2022 Q4	–	Sell	-3,225	Closed	-$435K	–	965
2022 Q3	$435K	Sell	3,225 -23,217	-88%	-$3.51M	0.03%	714
2022 Q2	$3.67M	Buy	26,442 +16,046	+154%	+$2.65M	0.3%	71
2022 Q1	$1.94M	Buy	10,396 +5,887	+131%	+$1.06M	0.16%	177
2021 Q4	$738K	Buy	+4,509	New	+$769K	0.07%	474
2021 Q1	–	Sell	-5,052	Closed	-$611K	–	746
2020 Q4	$611K	Buy	+5,052	New	+$560K	0.19%	177

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

Occudo Quantitative Strategies's AXP Position: Q1 2026 in Review

Occudo Quantitative Strategies opened a new position in American Express (AXP) in Q1 2026: 12,047 shares worth $3.89M. The stake represents 0.21% of the portfolio and ranks #141 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in AXP as recently as Q2 2024.

Occudo Quantitative Strategies first reported a position in AXP in Q4 2020 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Occudo Quantitative Strategies held 12,047 shares of American Express worth $3.89M as of Q1 2026.
American Express was a new Occudo Quantitative Strategies position in Q1 2026.
American Express made up 0.21% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #141 holding.
Occudo Quantitative Strategies first reported a position in American Express in Q4 2020 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.