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Saxon Interests’s American Express AXP Stock Holding History

Saxon Interests’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 		$711K Sell
2,351
-2,434
-51% -$816K 0.25% 104
2025
Q4 		$1.77M Buy
4,785
+8
+0.2% +$2.86K 0.62% 39
2025
Q3 		$1.58M Buy
4,777
+175
+4% +$55.7K 0.62% 42
2025
Q2 		$1.24M Hold
4,602
– – 0.58% 42
2025
Q1 		$1.24M Sell
4,602
-934
-17% -$276K 0.58% 42
2024
Q4 		$1.64M Buy
5,536
+95
+2% +$27.3K 0.72% 35
2024
Q3 		$1.48M Buy
5,441
+541
+11% +$135K 0.67% 39
2024
Q2 		$1.13M Buy
4,900
+87
+2% +$20.1K 0.54% 49
2024
Q1 		$1.1M Buy
4,813
+246
+5% +$51K 0.52% 50
2023
Q4 		$856K Sell
4,567
-8,730
-66% -$1.41M 0.43% 67
2023
Q3 		$1.98M Buy
13,297
+8,583
+182% +$1.4M 1.33% 37
2023
Q2 		$821K Buy
4,714
+35
+0.7% +$5.65K 0.44% 72
2023
Q1 		$772K Buy
4,679
+423
+10% +$70.2K 0.44% 73
2022
Q4 		$640K Buy
4,256
+73
+2% +$10.8K 0.37% 78
2022
Q3 		$604K Sell
4,183
-718
-15% -$109K 0.37% 69
2022
Q2 		$679K Buy
4,901
+658
+16% +$109K 0.41% 64
2022
Q1 		$793K Buy
4,243
+113
+3% +$20.4K 0.42% 60
2021
Q4 		$724K Buy
+4,130
New +$704K 0.41% 57

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

Saxon Interests's AXP Position: Q1 2026 in Review

Saxon Interests reduced its American Express (AXP) stake by 51% in Q1 2026, selling an estimated $816K and leaving 2,351 shares worth $711K. The position accounts for 0.25% of the portfolio, ranked #104.

Saxon Interests first reported a position in AXP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.98M in Q3 2023. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Saxon Interests held 2,351 shares of American Express worth $711K as of Q1 2026.
  • Saxon Interests sold 2,434 American Express shares in Q1 2026, an estimated $816K.
  • American Express made up 0.25% of Saxon Interests's portfolio in Q1 2026, its #104 holding.
  • Saxon Interests first reported a position in American Express in Q4 2021 and has held it in 18 quarters since.
  • Saxon Interests's American Express position peaked at $1.98M in Q3 2023.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.