SKBA Capital Management’s American Express AXP Stock Holding History

SKBA 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 Q1	$1.08M	Sell	3,579 -133	-4%	-$44.6K	0.15%	58
2025 Q4	$1.37M	Sell	3,712 -27	-0.7%	-$9.66K	0.2%	58
2025 Q3	$1.24M	Hold	3,739	–	–	0.17%	60
2025 Q2	$1.19M	Buy	3,739 +32	+0.9%	+$9.01K	0.17%	59
2025 Q1	$997K	Buy	3,707 +2,257	+156%	+$667K	0.15%	64
2024 Q4	$430K	Sell	1,450 -100	-6%	-$28.7K	0.07%	65
2024 Q3	$420K	Sell	1,550 -100	-6%	-$24.9K	0.06%	64
2024 Q2	$382K	Hold	1,650	–	–	0.06%	65
2024 Q1	$376K	Hold	1,650	–	–	0.06%	62
2023 Q4	$309K	Hold	1,650	–	–	0.05%	66
2023 Q3	$246K	Hold	1,650	–	–	0.05%	73
2023 Q2	$287K	Sell	1,650 -100	-6%	-$16.1K	0.05%	70
2023 Q1	$289K	Hold	1,750	–	–	0.05%	68
2022 Q4	$259K	Buy	1,750 +200	+13%	+$29.6K	0.05%	71
2022 Q3	$209K	Sell	1,550 -100	-6%	-$15.1K	0.04%	70
2022 Q2	$229K	Buy	1,650 +100	+6%	+$16.5K	0.05%	74
2022 Q1	$290K	Sell	1,550 -100	-6%	-$18.1K	0.05%	71
2021 Q4	$270K	Hold	1,650	–	–	0.05%	75
2021 Q3	$276K	Hold	1,650	–	–	0.06%	72
2021 Q2	$273K	Hold	1,650	–	–	0.05%	72
2021 Q1	$233K	Buy	+1,650	New	+$218K	0.04%	76
2018 Q3	–	Sell	-2,250	Closed	-$221K	–	77
2018 Q2	$221K	Sell	2,250 -1,000	-31%	-$98.3K	0.03%	73
2018 Q1	$303K	Hold	3,250	–	–	0.04%	70
2017 Q4	$323K	Hold	3,250	–	–	0.04%	68
2017 Q3	$294K	Hold	3,250	–	–	0.04%	64
2017 Q2	$274K	Hold	3,250	–	–	0.04%	64
2017 Q1	$257K	Sell	3,250 -3,500	-52%	-$274K	0.03%	67
2016 Q4	$500K	Sell	6,750 -200	-3%	-$13.8K	0.06%	60
2016 Q3	$445K	Buy	6,950 +600	+9%	+$38.5K	0.05%	63
2016 Q2	$386K	Sell	6,350 -800	-11%	-$50.7K	0.04%	67
2016 Q1	$439K	Sell	7,150 -800	-10%	-$46.5K	0.04%	62
2015 Q4	$553K	Sell	7,950 -68,160	-90%	-$4.96M	0.06%	69
2015 Q3	$5.64M	Buy	76,110 +36,600	+93%	+$2.82M	0.48%	60
2015 Q2	$3.07M	Buy	39,510 +3,600	+10%	+$286K	0.24%	73
2015 Q1	$2.81M	Sell	35,910 -9,320	-21%	-$774K	0.22%	72
2014 Q4	$4.21M	Buy	45,230 +9,500	+27%	+$852K	0.32%	66
2014 Q3	$3.13M	Buy	35,730 +17,900	+100%	+$1.61M	0.26%	68
2014 Q2	$1.69M	Buy	17,830 +200	+1%	+$18K	0.15%	72
2014 Q1	$1.59M	Sell	17,630 -100	-0.6%	-$8.93K	0.15%	73
2013 Q4	$1.61M	Sell	17,730 -5,400	-23%	-$444K	0.19%	74
2013 Q3	$1.75M	Sell	23,130 -11,100	-32%	-$835K	0.21%	77
2013 Q2	$2.56M	Buy	+34,230	New	+$2.44M	0.3%	73

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

SKBA Capital Management's AXP Position: Q1 2026 in Review

SKBA Capital Management reduced its American Express (AXP) stake by 3.6% in Q1 2026, selling an estimated $44.6K and leaving 3,579 shares worth $1.08M. The position accounts for 0.15% of the portfolio, ranked #58.

SKBA Capital Management first reported a position in AXP in Q2 2013 and has held it in 42 quarters since. The position peaked at $5.64M in Q3 2015. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

SKBA Capital Management held 3,579 shares of American Express worth $1.08M as of Q1 2026.
SKBA Capital Management sold 133 American Express shares in Q1 2026, an estimated $44.6K.
American Express made up 0.15% of SKBA Capital Management's portfolio in Q1 2026, its #58 holding.
SKBA Capital Management first reported a position in American Express in Q2 2013 and has held it in 42 quarters since.
SKBA Capital Management's American Express position peaked at $5.64M in Q3 2015.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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