Sage Rhino Capital’s American Express AXP Stock Holding History

Sage Rhino Capital’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	$1.15M	Sell	3,786 -20	-0.5%	-$6.71K	0.21%	89
2025 Q4	$1.41M	Sell	3,806 -91	-2%	-$32.6K	0.27%	77
2025 Q3	$1.29M	Sell	3,897 -543	-12%	-$173K	0.25%	77
2025 Q2	$1.42M	Buy	4,440 +10	+0.2%	+$2.81K	0.3%	66
2025 Q1	$1.19M	Buy	4,430 +74	+2%	+$21.9K	0.28%	69
2024 Q4	$1.29M	Sell	4,356 -97	-2%	-$27.9K	0.28%	71
2024 Q3	$1.21M	Buy	4,453 +31	+0.7%	+$7.72K	0.27%	72
2024 Q2	$1.02M	Sell	4,422 -9	-0.2%	-$2.08K	0.24%	82
2024 Q1	$1.01M	Buy	4,431 +211	+5%	+$43.8K	0.24%	83
2023 Q4	$790K	Sell	4,220 -36	-0.8%	-$5.79K	0.2%	94
2023 Q3	$635K	Sell	4,256 -90	-2%	-$14.7K	0.18%	103
2023 Q2	$757K	Sell	4,346 -357	-8%	-$57.6K	0.21%	95
2023 Q1	$776K	Sell	4,703 -296	-6%	-$49.1K	0.23%	86
2022 Q4	$739K	Buy	4,999 +67	+1%	+$9.93K	0.23%	83
2022 Q3	$665K	Sell	4,932 -99	-2%	-$15K	0.27%	67
2022 Q2	$697K	Buy	5,031 +125	+3%	+$20.6K	0.27%	65
2022 Q1	$917K	Sell	4,906 -426	-8%	-$76.9K	0.28%	64
2021 Q4	$872K	Sell	5,332 -682	-11%	-$116K	0.24%	79
2021 Q3	$1.01M	Buy	6,014 +27	+0.5%	+$4.51K	0.31%	59
2021 Q2	$989K	Sell	5,987 -879	-13%	-$138K	0.29%	57
2021 Q1	$971K	Buy	6,866 +72	+1%	+$9.51K	0.32%	51
2020 Q4	$821K	Sell	6,794 -388	-5%	-$43K	0.32%	57
2020 Q3	$720K	Sell	7,182 -475	-6%	-$46.7K	0.35%	58
2020 Q2	$729K	Buy	7,657 +2,265	+42%	+$209K	0.38%	56
2020 Q1	$462K	Buy	5,392 +1,228	+29%	+$143K	0.33%	65
2019 Q4	$530K	Buy	4,164 +705	+20%	+$84.3K	0.3%	73
2019 Q3	$409K	Sell	3,459 -1	-0%	-$123	0.26%	82
2019 Q2	$427K	Sell	3,460 -106	-3%	-$12.4K	0.27%	76
2019 Q1	$390K	Buy	+3,566	New	+$375K	0.26%	82

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

Sage Rhino Capital's AXP Position: Q1 2026 in Review

Sage Rhino Capital reduced its American Express (AXP) stake by 0.53% in Q1 2026, selling an estimated $6.71K and leaving 3,786 shares worth $1.15M. The position accounts for 0.21% of the portfolio, ranked #89.

Sage Rhino Capital first reported a position in AXP in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.42M in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Sage Rhino Capital held 3,786 shares of American Express worth $1.15M as of Q1 2026.
Sage Rhino Capital sold 20 American Express shares in Q1 2026, an estimated $6.71K.
American Express made up 0.21% of Sage Rhino Capital's portfolio in Q1 2026, its #89 holding.
Sage Rhino Capital first reported a position in American Express in Q1 2019 and has held it in 29 quarters since.
Sage Rhino Capital's American Express position peaked at $1.42M in Q2 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.