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SCS Capital Management’s American Express AXP Stock Holding History

SCS Capital Management’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 		$3.24M Sell
10,720
-907
-8% -$304K 0.03% 175
2025
Q4 		$4.3M Sell
11,627
-41
-0.4% -$14.7K 0.05% 159
2025
Q3 		$3.88M Sell
11,668
-358
-3% -$114K 0.04% 168
2025
Q2 		$3.84M Buy
12,026
+710
+6% +$200K 0.04% 172
2025
Q1 		$3.04M Buy
+11,316
New +$3.34M 0.04% 158

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

SCS Capital Management's AXP Position: Q1 2026 in Review

SCS Capital Management reduced its American Express (AXP) stake by 7.8% in Q1 2026, selling an estimated $304K and leaving 10,720 shares worth $3.24M. The position accounts for 0.03% of the portfolio, ranked #175.

SCS Capital Management first reported a position in AXP in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.3M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • SCS Capital Management held 10,720 shares of American Express worth $3.24M as of Q1 2026.
  • SCS Capital Management sold 907 American Express shares in Q1 2026, an estimated $304K.
  • American Express made up 0.03% of SCS Capital Management's portfolio in Q1 2026, its #175 holding.
  • SCS Capital Management first reported a position in American Express in Q1 2025 and has held it in 5 quarters since.
  • SCS Capital Management's American Express position peaked at $4.3M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.