Sage Capital Management’s American Express AXP Stock Holding History

Sage 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
2026 Q3	$707K	Buy	2,325 +1	+0%	+$334	0.27%	72
2026 Q2	$786K	Hold	2,324	–	–	0.31%	70
2026 Q1	$703K	Hold	2,324	–	–	0.33%	70
2025 Q4	$860K	Sell	2,324 -171	-7%	-$61.2K	0.4%	58
2025 Q3	$829K	Hold	2,495	–	–	0.37%	58
2025 Q2	$796K	Buy	2,495 +1	+0%	+$281	0.38%	61
2025 Q1	$671K	Hold	2,494	–	–	0.36%	64
2024 Q4	$740K	Hold	2,494	–	–	0.37%	60
2024 Q3	$676K	Buy	2,494 +1	+0%	+$249	0.32%	68
2024 Q2	$577K	Hold	2,493	–	–	0.3%	76
2024 Q1	$568K	Sell	2,493 -13	-0.5%	-$2.7K	0.31%	76
2023 Q4	$469K	Buy	+2,506	New	+$403K	0.28%	82

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sage Capital Management's AXP Position: Q3 2026 in Review

Sage Capital Management increased its American Express (AXP) stake by 0.04% in Q3 2026, buying an estimated $334 and bringing the position to 2,325 shares worth $707K. The position accounts for 0.27% of the portfolio, ranked #72.

Sage Capital Management first reported a position in AXP in Q4 2023 and has held it in 12 quarters since. The position peaked at $860K in Q4 2025. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Sage Capital Management held 2,325 shares of American Express worth $707K as of Q3 2026.
Sage Capital Management bought 1 American Express share in Q3 2026, an estimated $334.
American Express made up 0.27% of Sage Capital Management's portfolio in Q3 2026, its #72 holding.
Sage Capital Management first reported a position in American Express in Q4 2023 and has held it in 12 quarters since.
Sage Capital Management's American Express position peaked at $860K in Q4 2025.
1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Sage Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.