Per Stirling Capital Management’s American Express AXP Stock Holding History

Per Stirling 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	$272K	Buy	898 +39	+5%	+$13.1K	0.03%	266
2025 Q4	$318K	Buy	859 +75	+10%	+$26.8K	0.04%	232
2025 Q3	$260K	Buy	784 +4	+0.5%	+$1.27K	0.03%	245
2025 Q2	$249K	Buy	780 +2	+0.3%	+$563	0.03%	240
2025 Q1	$209K	Buy	778 +2	+0.3%	+$591	0.03%	252
2024 Q4	$230K	Buy	776 +1	+0.1%	+$287	0.03%	237
2024 Q3	$210K	Buy	+775	New	+$193K	0.03%	250

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

Per Stirling Capital Management's AXP Position: Q1 2026 in Review

Per Stirling Capital Management increased its American Express (AXP) stake by 4.5% in Q1 2026, buying an estimated $13.1K and bringing the position to 898 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #266.

Per Stirling Capital Management first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $318K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Per Stirling Capital Management held 898 shares of American Express worth $272K as of Q1 2026.
Per Stirling Capital Management bought 39 American Express shares in Q1 2026, an estimated $13.1K.
American Express made up 0.03% of Per Stirling Capital Management's portfolio in Q1 2026, its #266 holding.
Per Stirling Capital Management first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
Per Stirling Capital Management's American Express position peaked at $318K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.