SCS Capital Management
AXP icon

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
Q3 		$1.17M Sell
3,862
-5,567
-59% -$1.86M 0.01% 264
2026
Q2 		$3.19M Sell
9,429
-1,291
-12% -$413K 0.03% 184
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

SCS Capital Management's AXP Position: Q3 2026 in Review

SCS Capital Management reduced its American Express (AXP) stake by 59% in Q3 2026, selling an estimated $1.86M and leaving 3,862 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #264.

SCS Capital Management first reported a position in AXP in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.3M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • SCS Capital Management held 3,862 shares of American Express worth $1.17M as of Q3 2026.
  • SCS Capital Management sold 5,567 American Express shares in Q3 2026, an estimated $1.86M.
  • American Express made up 0.01% of SCS Capital Management's portfolio in Q3 2026, its #264 holding.
  • SCS Capital Management first reported a position in American Express in Q1 2025 and has held it in 7 quarters since.
  • SCS Capital Management's American Express position peaked at $4.3M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on SCS Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.