Palisade Capital Management’s American Express AXP Stock Holding History

Palisade Capital 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	$947K	Buy	3,130 +1,262	+68%	+$423K	0.03%	239
2025 Q4	$691K	Buy	+1,868	New	+$668K	0.02%	310
2020 Q4	–	Sell	-3,689	Closed	-$370K	–	384
2020 Q3	$370K	Hold	3,689	–	–	0.01%	353
2020 Q2	$351K	Buy	3,689 +39	+1%	+$3.59K	0.01%	347
2020 Q1	$312K	Buy	+3,650	New	+$425K	0.01%	373

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

Palisade Capital Management's AXP Position: Q1 2026 in Review

Palisade Capital Management increased its American Express (AXP) stake by 68% in Q1 2026, buying an estimated $423K and bringing the position to 3,130 shares worth $947K. The position accounts for 0.03% of the portfolio, ranked #239.

Palisade Capital Management first reported a position in AXP in Q1 2020 and has held it in 5 quarters since. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Palisade Capital Management held 3,130 shares of American Express worth $947K as of Q1 2026.
Palisade Capital Management bought 1,262 American Express shares in Q1 2026, an estimated $423K.
American Express made up 0.03% of Palisade Capital Management's portfolio in Q1 2026, its #239 holding.
Palisade Capital Management first reported a position in American Express in Q1 2020 and has held it in 5 quarters since.
2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.