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
2025 Q1	–	Sell	-4,400	Closed	-$1.31M	–	1196
2024 Q4	$1.31M	Buy	+4,400	New	+$1.26M	0.08%	296
2024 Q2	–	Sell	-4,100	Closed	-$934K	–	1221
2024 Q1	$934K	Buy	+4,100	New	+$850K	0.05%	420
2022 Q1	–	Sell	-3,600	Closed	-$589K	–	1817
2021 Q4	$589K	Hold	3,600	–	–	0.02%	912
2021 Q3	$603K	Hold	3,600	–	–	0.02%	795
2021 Q2	$503K	Hold	3,600	–	–	0.02%	940
2021 Q1	$509K	Sell	3,600 -400	-10%	-$52.9K	0.01%	889
2020 Q4	$484K	Buy	4,000 +3,600	+900%	+$399K	0.01%	732
2020 Q3	$40K	Hold	400	–	–	﹤0.01%	1174
2020 Q2	$38K	Hold	400	–	–	﹤0.01%	1226
2020 Q1	$34K	Buy	+400	New	+$46.5K	﹤0.01%	847

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.