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 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sage Capital Management's AXP Position: Q2 2026 in Review

Sage Capital Management held its American Express (AXP) position steady in Q2 2026 at 2,324 shares worth $786K. The position accounts for 0.31% of the portfolio, ranked #70.

Sage Capital Management first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $860K in Q4 2025. 1,032 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sage Capital Management held 2,324 shares of American Express worth $786K as of Q2 2026.
Sage Capital Management left its American Express share count unchanged in Q2 2026.
American Express made up 0.31% of Sage Capital Management's portfolio in Q2 2026, its #70 holding.
Sage Capital Management first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Sage Capital Management's American Express position peaked at $860K in Q4 2025.
1,032 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.