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Sirios Capital Management’s American Express AXP Stock Holding History

Sirios 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
2025
Q4 		– Sell
-5,269
Closed -$1.75M – 75
2025
Q3 		$1.75M Sell
5,269
-98
-2% -$31.2K 0.23% 51
2025
Q2 		$1.71M Sell
5,367
-50
-0.9% -$14.1K 0.25% 49
2025
Q1 		$1.46M Buy
5,417
+18
+0.3% +$5.32K 0.26% 51
2024
Q4 		$1.6M Sell
5,399
-178
-3% -$51.1K 0.29% 43
2024
Q3 		$1.51M Sell
5,577
-2,885
-34% -$718K 0.27% 46
2024
Q2 		$1.96M Buy
8,462
+626
+8% +$145K 0.34% 44
2024
Q1 		$1.78M Buy
7,836
+89
+1% +$18.5K 0.34% 43
2023
Q4 		$1.45M Sell
7,747
-38,145
-83% -$6.14M 0.3% 46
2023
Q3 		$6.85M Sell
45,892
-48,452
-51% -$7.93M 1.3% 35
2023
Q2 		$16.4M Sell
94,344
-15,404
-14% -$2.49M 2.84% 13
2023
Q1 		$18.1M Sell
109,748
-50,237
-31% -$8.33M 3.19% 7
2022
Q4 		$23.6M Sell
159,985
-1,382
-0.9% -$205K 4.35% 8
2022
Q3 		$21.8M Sell
161,367
-14,766
-8% -$2.24M 4.03% 7
2022
Q2 		$24.4M Buy
+176,133
New +$29.1M 4.41% 4
2022
Q1 		– Sell
-456
Closed -$75K – 59
2021
Q4 		$75K Hold
456
– – 0.01% 74
2021
Q3 		$76K Sell
456
-251
-36% -$42K 0.01% 77
2021
Q2 		$117K Sell
707
-76
-10% -$11.9K 0.01% 76
2021
Q1 		$111K Hold
783
– – 0.01% 77
2020
Q4 		$95K Sell
783
-63
-7% -$6.98K 0.01% 88
2020
Q3 		$85K Hold
846
– – 0.01% 84
2020
Q2 		$81K Hold
846
– – 0.01% 78
2020
Q1 		$72K Buy
+846
New +$98.4K 0.01% 67

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sirios Capital Management's AXP Position: Q4 2025 in Review

Sirios Capital Management sold out of American Express (AXP) in Q4 2025, closing a stake of 5,269 shares — an estimated $1.75M sold.

Sirios Capital Management first reported a position in AXP in Q1 2020 and held it in 22 quarters. The position peaked at $24.4M in Q2 2022. 3,029 funds tracked by Wall St. Rank hold AXP as of Q4 2025.

  • Sirios Capital Management reported no remaining American Express position as of Q4 2025 after selling out during the quarter.
  • Sirios Capital Management sold 5,269 American Express shares in Q4 2025, an estimated $1.75M.
  • Sirios Capital Management first reported a position in American Express in Q1 2020 and held it in 22 quarters.
  • Sirios Capital Management's American Express position peaked at $24.4M in Q2 2022.
  • 3,029 funds tracked by Wall St. Rank held American Express as of Q4 2025.

Based on Sirios Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.