Port Capital’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $33.5M | Buy |
99,114
+4,214
| +4% | +$1.35M | 1.37% | 28 |
|
|
2026
Q1 | $28.7M | Buy |
94,900
+62,145
| +190% | +$20.8M | 1.28% | 30 |
|
|
2025
Q4 | $12.1M | Buy |
32,755
+31,926
| +3,851% | +$11.4M | 0.52% | 37 |
|
|
2025
Q3 | $275K | Sell |
829
-24
| -3% | -$7.63K | 0.01% | 78 |
|
|
2025
Q2 | $272K | Hold |
853
| – | – | 0.01% | 78 |
|
|
2025
Q1 | $230K | Sell |
853
-64
| -7% | -$18.9K | 0.01% | 83 |
|
|
2024
Q4 | $272K | Sell |
917
-28
| -3% | -$8.04K | 0.01% | 81 |
|
|
2024
Q3 | $256K | Sell |
945
-5
| -0.5% | -$1.25K | 0.01% | 81 |
|
|
2024
Q2 | $220K | Sell |
950
-270
| -22% | -$62.5K | 0.01% | 83 |
|
|
2024
Q1 | $278K | Sell |
1,220
-52
| -4% | -$10.8K | 0.01% | 79 |
|
|
2023
Q4 | $238K | Buy |
+1,272
| New | +$205K | 0.01% | 82 |
|
|
2023
Q3 | – | Sell |
-1,282
| Closed | -$223K | – | 82 |
|
|
2023
Q2 | $223K | Hold |
1,282
| – | – | 0.01% | 78 |
|
|
2023
Q1 | $211K | Buy |
+1,282
| New | +$213K | 0.01% | 69 |
|
|
2022
Q4 | – | Sell |
-2,437
| Closed | -$329K | – | 69 |
|
|
2022
Q3 | $329K | Buy |
2,437
+366
| +18% | +$55.4K | 0.03% | 61 |
|
|
2022
Q2 | $287K | Buy |
2,071
+207
| +11% | +$34.2K | 0.02% | 66 |
|
|
2022
Q1 | $349K | Buy |
1,864
+201
| +12% | +$36.3K | 0.02% | 62 |
|
|
2021
Q4 | $272K | Buy |
1,663
+368
| +28% | +$62.8K | 0.02% | 72 |
|
|
2021
Q3 | $217K | Hold |
1,295
| – | – | 0.01% | 76 |
|
|
2021
Q2 | $214K | Buy |
+1,295
| New | +$203K | 0.01% | 79 |
|
|
2019
Q4 | – | Sell |
-7,181
| Closed | -$849K | – | 100 |
|
|
2019
Q3 | $849K | Hold |
7,181
| – | – | 0.1% | 63 |
|
|
2019
Q2 | $886K | Hold |
7,181
| – | – | 0.1% | 63 |
|
|
2019
Q1 | $785K | Buy |
7,181
+21
| +0.3% | +$2.21K | 0.1% | 66 |
|
|
2018
Q4 | $682K | Sell |
7,160
-3,241
| -31% | -$339K | 0.1% | 78 |
|
|
2018
Q3 | $1.11M | Buy |
10,401
+19
| +0.2% | +$1.98K | 0.13% | 80 |
|
|
2018
Q2 | $1.02M | Sell |
10,382
-1,540
| -13% | -$151K | 0.13% | 80 |
|
|
2018
Q1 | $1.11M | Buy |
11,922
+130
| +1% | +$12.6K | 0.16% | 82 |
|
|
2017
Q4 | $1.17M | Buy |
+11,792
| New | +$1.12M | 0.17% | 87 |
|
Other funds holding AXP
Port Capital's AXP Position: Q2 2026 in Review
Port Capital increased its American Express (AXP) stake by 4.4% in Q2 2026, buying an estimated $1.35M and bringing the position to 99,114 shares worth $33.5M. The position accounts for 1.37% of the portfolio, ranked #28.
Port Capital first reported a position in AXP in Q4 2017 and has held it in 27 quarters since. 3,002 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Port Capital held 99,114 shares of American Express worth $33.5M as of Q2 2026.
- Port Capital bought 4,214 American Express shares in Q2 2026, an estimated $1.35M.
- American Express made up 1.37% of Port Capital's portfolio in Q2 2026, its #28 holding.
- Port Capital first reported a position in American Express in Q4 2017 and has held it in 27 quarters since.
- 3,002 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Port Capital's 13F filing for Q2 2026, filed 14 Aug 2026.