Skye Global Management’s American Express AXP Stock Holding History

Skye Global 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	$19.8M	Hold	65,500	–	–	0.4%	26
2025 Q4	$24.2M	Hold	65,500	–	–	0.45%	28
2025 Q3	$21.8M	Hold	65,500	–	–	0.44%	29
2025 Q2	$20.9M	Buy	+65,500	New	+$18.4M	0.36%	30
2024 Q3	–	Sell	-2,100	Closed	-$486K	–	35
2024 Q2	$486K	Buy	+2,100	New	+$486K	0.01%	34

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

Skye Global Management's AXP Position: Q1 2026 in Review

Skye Global Management held its American Express (AXP) position steady in Q1 2026 at 65,500 shares worth $19.8M. The position accounts for 0.4% of the portfolio, ranked #26.

Skye Global Management first reported a position in AXP in Q2 2024 and has held it in 5 quarters since. The position peaked at $24.2M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Skye Global Management held 65,500 shares of American Express worth $19.8M as of Q1 2026.
Skye Global Management left its American Express share count unchanged in Q1 2026.
American Express made up 0.4% of Skye Global Management's portfolio in Q1 2026, its #26 holding.
Skye Global Management first reported a position in American Express in Q2 2024 and has held it in 5 quarters since.
Skye Global Management's American Express position peaked at $24.2M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Skye Global Management's 13F filing for Q1 2026, filed 15 May 2026.