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
2026 Q2	$3.04M	Buy	+8,984	New	+$2.88M	0.37%	53
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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Sirios Capital Management's AXP Position: Q2 2026 in Review

Sirios Capital Management opened a new position in American Express (AXP) in Q2 2026: 8,984 shares worth $3.04M. The stake represents 0.37% of the portfolio and ranks #53 among its holdings. This is a return to the name: Sirios Capital Management previously reported a position in AXP as recently as Q3 2025.

Sirios Capital Management first reported a position in AXP in Q1 2020 and has held it in 23 quarters since. The position peaked at $24.4M in Q2 2022. 3,009 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sirios Capital Management held 8,984 shares of American Express worth $3.04M as of Q2 2026.
American Express was a new Sirios Capital Management position in Q2 2026.
American Express made up 0.37% of Sirios Capital Management's portfolio in Q2 2026, its #53 holding.
Sirios Capital Management first reported a position in American Express in Q1 2020 and has held it in 23 quarters since.
Sirios Capital Management's American Express position peaked at $24.4M in Q2 2022.
3,009 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sirios Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.