Simplex Trading
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Simplex Trading’s American Express AXP Stock Holding History

Simplex Trading’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 		$1.38M Buy
+4,556
New +$1.53M ﹤0.01% 2164
2025
Q3 		– Sell
-3,075
Closed -$978K – 9032
2025
Q2 		$980K Buy
+3,075
New +$865K ﹤0.01% 2801
2023
Q3 		– Sell
-47,132
Closed -$7.71M – 8642
2023
Q2 		$8.21M Buy
47,132
+22,760
+93% +$3.67M 0.01% 1014
2023
Q1 		$4.02M Buy
+24,372
New +$4.04M ﹤0.01% 1445
2022
Q2 		– Sell
-24,769
Closed -$4.09M – 9928
2022
Q1 		$4.63M Buy
+24,769
New +$4.47M ﹤0.01% 1306
2021
Q2 		– Sell
-13,454
Closed -$2.11M – 10012
2021
Q1 		$1.9M Sell
13,454
-2,716
-17% -$359K ﹤0.01% 1655
2020
Q4 		$1.96M Buy
+16,170
New +$1.79M ﹤0.01% 1793
2020
Q2 		– Sell
-23,742
Closed -$2.19M – 7582
2020
Q1 		$2.03M Sell
23,742
-12,302
-34% -$1.43M ﹤0.01% 1264
2019
Q4 		$4.49M Buy
+36,044
New +$4.31M 0.01% 871
2018
Q2 		– Sell
-39,943
Closed -$3.92M – 7341
2018
Q1 		$3.73M Buy
39,943
+13,540
+51% +$1.31M 0.16% 111
2017
Q4 		$2.62M Buy
+26,403
New +$2.51M 0.11% 150
2016
Q1 		– Sell
-500
Closed -$29.1K – 5554
2015
Q4 		$34K Sell
500
-47,925
-99% -$3.49M ﹤0.01% 2227
2015
Q3 		$3.59M Sell
48,425
-10,078
-17% -$775K 0.26% 69
2015
Q2 		$4.55M Buy
58,503
+40,704
+229% +$3.23M 0.38% 41
2015
Q1 		$1.39M Buy
+17,799
New +$1.48M 0.16% 123

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

Simplex Trading's AXP Position: Q1 2026 in Review

Simplex Trading opened a new position in American Express (AXP) in Q1 2026: 4,556 shares worth $1.38M. The stake represents ﹤0.01% of the portfolio and ranks #2164 among its holdings. This is a return to the name: Simplex Trading previously reported a position in AXP as recently as Q2 2025.

Simplex Trading first reported a position in AXP in Q1 2015 and has held it in 15 quarters since. The position peaked at $8.21M in Q2 2023. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Simplex Trading held 4,556 shares of American Express worth $1.38M as of Q1 2026.
  • American Express was a new Simplex Trading position in Q1 2026.
  • American Express made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #2164 holding.
  • Simplex Trading first reported a position in American Express in Q1 2015 and has held it in 15 quarters since.
  • Simplex Trading's American Express position peaked at $8.21M in Q2 2023.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.