S-Bank Fund Management’s American Express AXP Stock Holding History

S-Bank Fund 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 Q1	$973K	Sell	3,216 -120	-4%	-$40.2K	0.14%	95
2025 Q4	$1.23M	Sell	3,336 -847	-20%	-$303K	0.16%	82
2025 Q3	$1.39M	Sell	4,183 -55	-1%	-$17.5K	0.18%	90
2025 Q2	$1.35M	Buy	+4,238	New	+$1.19M	0.2%	89

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

S-Bank Fund Management's AXP Position: Q1 2026 in Review

S-Bank Fund Management reduced its American Express (AXP) stake by 3.6% in Q1 2026, selling an estimated $40.2K and leaving 3,216 shares worth $973K. The position accounts for 0.14% of the portfolio, ranked #95.

S-Bank Fund Management first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.39M in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

S-Bank Fund Management held 3,216 shares of American Express worth $973K as of Q1 2026.
S-Bank Fund Management sold 120 American Express shares in Q1 2026, an estimated $40.2K.
American Express made up 0.14% of S-Bank Fund Management's portfolio in Q1 2026, its #95 holding.
S-Bank Fund Management first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
S-Bank Fund Management's American Express position peaked at $1.39M in Q3 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on S-Bank Fund Management's 13F filing for Q1 2026, filed 11 May 2026.