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Polymer Capital Management’s American Express AXP Stock Holding History

Polymer 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
Q2 		$1.23M Buy
+3,649
New +$1.17M 0.16% 171
2026
Q1 		– Sell
-1,518
Closed -$562K – 827
2025
Q4 		$562K Sell
1,518
-2,896
-66% -$1.04M 0.06% 441
2025
Q3 		$1.47M Buy
4,414
+2,270
+106% +$722K 0.16% 130
2025
Q2 		$684K Sell
2,144
-21
-1% -$5.91K 0.08% 225
2025
Q1 		$582K Buy
2,165
+812
+60% +$240K 0.15% 137
2024
Q4 		$402K Buy
+1,353
New +$389K 0.11% 131

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Polymer Capital Management's AXP Position: Q2 2026 in Review

Polymer Capital Management opened a new position in American Express (AXP) in Q2 2026: 3,649 shares worth $1.23M. The stake represents 0.16% of the portfolio and ranks #171 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in AXP as recently as Q4 2025.

Polymer Capital Management first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.47M in Q3 2025. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Polymer Capital Management held 3,649 shares of American Express worth $1.23M as of Q2 2026.
  • American Express was a new Polymer Capital Management position in Q2 2026.
  • American Express made up 0.16% of Polymer Capital Management's portfolio in Q2 2026, its #171 holding.
  • Polymer Capital Management first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Polymer Capital Management's American Express position peaked at $1.47M in Q3 2025.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.