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Scotia Capital’s American Express AXP Stock Holding History

Scotia 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
2017
Q1 		– Sell
-25,000
Closed -$1.85M – 742
2016
Q4 		$1.85M Buy
+25,000
New +$1.73M 0.03% 311

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

Scotia Capital's AXP Position: Q1 2026 in Review

Scotia Capital increased its American Express (AXP) stake by 23% in Q1 2026, buying an estimated $2.58M and bringing the position to 40,693 shares worth $12.3M. The position accounts for 0.05% of the portfolio, ranked #192.

Scotia Capital first reported a position in AXP in Q2 2013 and has held it in 51 quarters since. The position peaked at $16.2M in Q2 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Scotia Capital held 40,693 shares of American Express worth $12.3M as of Q1 2026.
  • Scotia Capital bought 7,682 American Express shares in Q1 2026, an estimated $2.58M.
  • American Express made up 0.05% of Scotia Capital's portfolio in Q1 2026, its #192 holding.
  • Scotia Capital first reported a position in American Express in Q2 2013 and has held it in 51 quarters since.
  • Scotia Capital's American Express position peaked at $16.2M in Q2 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.