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Sage Mountain Advisors’s American Express AXP Stock Holding History

Sage Mountain Advisors’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 		$217K Sell
717
-5,211
-88% -$1.75M 0.02% 190
2025
Q4 		$2.19M Sell
5,928
-341
-5% -$122K 0.12% 93
2025
Q3 		$2.08M Buy
6,269
+1,222
+24% +$389K 0.12% 90
2025
Q2 		$1.61M Buy
5,047
+670
+15% +$189K 0.1% 91
2025
Q1 		$1.18M Sell
4,377
-26
-0.6% -$7.68K 0.09% 101
2024
Q4 		$1.31M Buy
4,403
+778
+21% +$224K 0.1% 91
2024
Q3 		$983K Buy
3,625
+189
+6% +$47.1K 0.08% 109
2024
Q2 		$795K Buy
3,436
+746
+28% +$173K 0.07% 116
2024
Q1 		$612K Buy
2,690
+53
+2% +$11K 0.06% 133
2023
Q4 		$494K Sell
2,637
-148
-5% -$23.8K 0.06% 132
2023
Q3 		$415K Buy
2,785
+452
+19% +$73.9K 0.06% 141
2023
Q2 		$406K Buy
2,333
+415
+22% +$67K 0.06% 138
2023
Q1 		$316K Buy
+1,918
New +$318K 0.05% 163
2022
Q1 		– Sell
-2,381
Closed -$390K – 627
2021
Q4 		$390K Sell
2,381
-155
-6% -$26.4K 0.05% 370
2021
Q3 		$425K Hold
2,536
– – 0.06% 287
2021
Q2 		$419K Buy
2,536
+116
+5% +$18.2K 0.07% 259
2021
Q1 		$342K Buy
+2,420
New +$320K 0.07% 211

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sage Mountain Advisors's AXP Position: Q1 2026 in Review

Sage Mountain Advisors reduced its American Express (AXP) stake by 88% in Q1 2026, selling an estimated $1.75M and leaving 717 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #190.

Sage Mountain Advisors first reported a position in AXP in Q1 2021 and has held it in 17 quarters since. The position peaked at $2.19M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Sage Mountain Advisors held 717 shares of American Express worth $217K as of Q1 2026.
  • Sage Mountain Advisors sold 5,211 American Express shares in Q1 2026, an estimated $1.75M.
  • American Express made up 0.02% of Sage Mountain Advisors's portfolio in Q1 2026, its #190 holding.
  • Sage Mountain Advisors first reported a position in American Express in Q1 2021 and has held it in 17 quarters since.
  • Sage Mountain Advisors's American Express position peaked at $2.19M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.