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Sanibel Captiva Trust Company’s American Express AXP Stock Holding History

Sanibel Captiva Trust Company’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 		$15.3M Buy
50,697
+700
+1% +$235K 0.43% 62
2025
Q4 		$18.5M Buy
49,997
+660
+1% +$236K 0.51% 54
2025
Q3 		$16.4M Sell
49,337
-1,084
-2% -$345K 0.47% 65
2025
Q2 		$16.1M Buy
50,421
+939
+2% +$264K 0.49% 61
2025
Q1 		$13.3M Buy
49,482
+1,533
+3% +$453K 0.43% 66
2024
Q4 		$14.2M Buy
47,949
+1,785
+4% +$513K 0.45% 61
2024
Q3 		$12.5M Buy
46,164
+1,254
+3% +$312K 0.4% 67
2024
Q2 		$10.4M Buy
44,910
+3,095
+7% +$717K 0.36% 74
2024
Q1 		$9.52M Buy
41,815
+4,823
+13% +$1M 0.32% 80
2023
Q4 		$6.93M Buy
+36,992
New +$5.95M 0.26% 90

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

Sanibel Captiva Trust Company's AXP Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its American Express (AXP) stake by 1.4% in Q1 2026, buying an estimated $235K and bringing the position to 50,697 shares worth $15.3M. The position accounts for 0.43% of the portfolio, ranked #62.

Sanibel Captiva Trust Company first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.5M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Sanibel Captiva Trust Company held 50,697 shares of American Express worth $15.3M as of Q1 2026.
  • Sanibel Captiva Trust Company bought 700 American Express shares in Q1 2026, an estimated $235K.
  • American Express made up 0.43% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #62 holding.
  • Sanibel Captiva Trust Company first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • Sanibel Captiva Trust Company's American Express position peaked at $18.5M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.