Sepio Capital’s American Express AXP Stock Holding History

Sepio 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
2026 Q1	–	Sell	-637	Closed	-$236K	–	374
2025 Q4	$236K	Buy	+637	New	+$228K	0.01%	332
2020 Q1	–	Sell	-5,903	Closed	-$735K	–	254
2019 Q4	$735K	Sell	5,903 -8,353	-59%	-$998K	0.07%	171
2019 Q3	$1.69M	Buy	14,256 +265	+2%	+$32.5K	0.17%	119
2019 Q2	$1.73M	Buy	13,991 +129	+0.9%	+$15.2K	0.23%	105
2019 Q1	$1.51M	Sell	13,862 -2,976	-18%	-$313K	0.2%	113
2018 Q4	$1.6M	Buy	+16,838	New	+$1.76M	0.12%	115

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sepio Capital's AXP Position: Q1 2026 in Review

Sepio Capital sold out of American Express (AXP) in Q1 2026, closing a stake of 637 shares — an estimated $236K sold.

Sepio Capital first reported a position in AXP in Q4 2018 and held it in 6 quarters. The position peaked at $1.73M in Q2 2019. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Sepio Capital reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Sepio Capital sold 637 American Express shares in Q1 2026, an estimated $236K.
Sepio Capital first reported a position in American Express in Q4 2018 and held it in 6 quarters.
Sepio Capital's American Express position peaked at $1.73M in Q2 2019.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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