Sanders Morris Harris’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $987K | Buy |
+3,246
| New | +$1.08M | 0.13% | 132 |
|
|
2026
Q2 | – | Sell |
-3,388
| Closed | -$1.02M | – | 91 |
|
|
2026
Q1 | $1.02M | Buy |
+3,388
| New | +$1.14M | 0.16% | 117 |
|
|
2025
Q4 | – | Sell |
-3,531
| Closed | -$1.17M | – | 57 |
|
|
2025
Q3 | $1.17M | Buy |
+3,531
| New | +$1.12M | 0.15% | 100 |
|
|
2025
Q2 | – | Sell |
-3,731
| Closed | -$1.01M | – | 173 |
|
|
2025
Q1 | $1.01M | Sell |
3,731
-161
| -4% | -$47.6K | 0.16% | 88 |
|
|
2024
Q4 | $1.16M | Hold |
3,892
| – | – | 0.17% | 83 |
|
|
2024
Q3 | $1.06M | Hold |
3,892
| – | – | 0.18% | 83 |
|
|
2024
Q2 | $901K | Hold |
3,892
| – | – | 0.15% | 94 |
|
|
2024
Q1 | $886K | Hold |
3,892
| – | – | 0.16% | 98 |
|
|
2023
Q4 | $732K | Hold |
3,892
| – | – | 0.36% | 75 |
|
|
2023
Q3 | $580K | Buy |
3,892
+595
| +18% | +$97.3K | 0.12% | 137 |
|
|
2023
Q2 | $578K | Buy |
+3,297
| New | +$532K | 0.13% | 121 |
|
|
2023
Q1 | – | Sell |
-3,042
| Closed | -$449K | – | 152 |
|
|
2022
Q4 | $449K | Hold |
3,042
| – | – | 0.17% | 124 |
|
|
2022
Q3 | $426K | Hold |
3,042
| – | – | 0.1% | 158 |
|
|
2022
Q2 | $427K | Hold |
3,042
| – | – | 0.09% | 171 |
|
|
2022
Q1 | $569K | Hold |
3,042
| – | – | 0.11% | 145 |
|
|
2021
Q4 | $511K | Hold |
3,042
| – | – | 0.09% | 169 |
|
|
2021
Q3 | $531K | Sell |
3,042
-40
| -1% | -$6.69K | 0.1% | 158 |
|
|
2021
Q2 | $523K | Buy |
3,082
+40
| +1% | +$6.26K | 0.1% | 162 |
|
|
2021
Q1 | $448K | Hold |
3,042
| – | – | 0.09% | 174 |
|
|
2020
Q4 | $372K | Sell |
3,042
-250
| -8% | -$27.7K | 0.08% | 195 |
|
|
2020
Q3 | $344K | Buy |
+3,292
| New | +$324K | 0.09% | 186 |
|
|
2020
Q1 | – | Sell |
-28,270
| Closed | -$3.51M | – | 160 |
|
|
2019
Q4 | $3.51M | Buy |
28,270
+4,650
| +20% | +$556K | 0.8% | 27 |
|
|
2019
Q3 | $2.7M | Sell |
23,620
-1,000
| -4% | -$123K | 0.65% | 35 |
|
|
2019
Q2 | $3.07M | Buy |
24,620
+21,620
| +721% | +$2.54M | 0.8% | 26 |
|
|
2019
Q1 | $328K | Hold |
3,000
| – | – | 0.16% | 85 |
|
|
2018
Q4 | $286K | Sell |
3,000
-170
| -5% | -$17.8K | 0.16% | 84 |
|
|
2018
Q3 | $337K | Hold |
3,170
| – | – | 0.16% | 91 |
|
|
2018
Q2 | $311K | Hold |
3,170
| – | – | 0.14% | 93 |
|
|
2018
Q1 | $296K | Hold |
3,170
| – | – | 0.12% | 102 |
|
|
2017
Q4 | $315K | Hold |
3,170
| – | – | 0.13% | 84 |
|
|
2017
Q3 | $286K | Hold |
3,170
| – | – | 0.12% | 97 |
|
|
2017
Q2 | $267K | Hold |
3,170
| – | – | 0.11% | 95 |
|
|
2017
Q1 | $250K | Sell |
3,170
-25
| -0.8% | -$1.95K | 0.09% | 111 |
|
|
2016
Q4 | $236K | Hold |
3,195
| – | – | 0.11% | 95 |
|
|
2016
Q3 | $204K | Sell |
3,195
-295
| -8% | -$19K | 0.06% | 139 |
|
|
2016
Q2 | $212K | Sell |
3,490
-106
| -3% | -$6.72K | 0.05% | 204 |
|
|
2016
Q1 | $220K | Buy |
+3,596
| New | +$209K | 0.04% | 274 |
|
Other funds holding AXP
Sanders Morris Harris's AXP Position: Q3 2026 in Review
Sanders Morris Harris opened a new position in American Express (AXP) in Q3 2026: 3,246 shares worth $987K. The stake represents 0.13% of the portfolio and ranks #132 among its holdings. This is a return to the name: Sanders Morris Harris previously reported a position in AXP as recently as Q1 2026.
Sanders Morris Harris first reported a position in AXP in Q1 2016 and has held it in 37 quarters since. The position peaked at $3.51M in Q4 2019. 1,736 funds tracked by Wall St. Rank hold AXP as of Q3 2026.
- Sanders Morris Harris held 3,246 shares of American Express worth $987K as of Q3 2026.
- American Express was a new Sanders Morris Harris position in Q3 2026.
- American Express made up 0.13% of Sanders Morris Harris's portfolio in Q3 2026, its #132 holding.
- Sanders Morris Harris first reported a position in American Express in Q1 2016 and has held it in 37 quarters since.
- Sanders Morris Harris's American Express position peaked at $3.51M in Q4 2019.
- 1,736 funds tracked by Wall St. Rank held American Express as of Q3 2026.
Based on Sanders Morris Harris's 13F filing for Q3 2026, filed 14 Oct 2026.