Port Capital’s American Express AXP Stock Holding History

Port Capital’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	$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

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

Port Capital's AXP Position: Q1 2026 in Review

Port Capital increased its American Express (AXP) stake by 190% in Q1 2026, buying an estimated $20.8M and bringing the position to 94,900 shares worth $28.7M. The position accounts for 1.28% of the portfolio, ranked #30.

Port Capital first reported a position in AXP in Q4 2017 and has held it in 26 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Port Capital held 94,900 shares of American Express worth $28.7M as of Q1 2026.
Port Capital bought 62,145 American Express shares in Q1 2026, an estimated $20.8M.
American Express made up 1.28% of Port Capital's portfolio in Q1 2026, its #30 holding.
Port Capital first reported a position in American Express in Q4 2017 and has held it in 26 quarters since.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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