Prelude Capital Management’s American Express AXP Stock Holding History

Prelude 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
2022 Q2	–	Sell	-1,800	Closed	-$337K	–	1811
2022 Q1	$337K	Sell	1,800 -1,000	-36%	-$181K	0.01%	1025
2021 Q4	$458K	Buy	+2,800	New	+$477K	0.01%	1065
2020 Q3	–	Sell	-2,000	Closed	-$190K	–	1816
2020 Q2	$190K	Buy	+2,000	New	+$184K	0.01%	749
2019 Q4	–	Sell	-3,800	Closed	-$449K	–	1914
2019 Q3	$449K	Buy	+3,800	New	+$466K	0.02%	544
2015 Q2	–	Sell	-2,000	Closed	-$156K	–	1688
2015 Q1	$156K	Buy	+2,000	New	+$166K	0.02%	763

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

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

Prelude Capital Management sold out of American Express (AXP) in Q1 2026, closing a stake of 2,407 shares — an estimated $890K sold.

Prelude Capital Management first reported a position in AXP in Q1 2015 and held it in 20 quarters. The position peaked at $890K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Prelude Capital Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Prelude Capital Management sold 2,407 American Express shares in Q1 2026, an estimated $890K.
Prelude Capital Management first reported a position in American Express in Q1 2015 and held it in 20 quarters.
Prelude Capital Management's American Express position peaked at $890K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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