SOL Capital Management’s American Express AXP Stock Holding History

SOL 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	–	Sell	-9,990	Closed	-$3.7M	–	73
2025 Q4	$3.7M	Sell	9,990 -100	-1%	-$35.8K	0.33%	85
2025 Q3	$3.35M	Sell	10,090 -20	-0.2%	-$6.36K	0.3%	89
2025 Q2	$3.23M	Sell	10,110 -100	-1%	-$28.1K	0.31%	86
2025 Q1	$2.75M	Hold	10,210	–	–	0.3%	85
2024 Q4	$3.03M	Sell	10,210 -1,838	-15%	-$528K	0.34%	82
2024 Q3	$3.27M	Buy	12,048 +25	+0.2%	+$6.22K	0.36%	77
2024 Q2	$2.78M	Sell	12,023 -325	-3%	-$75.3K	0.33%	87
2024 Q1	$2.81M	Hold	12,348	–	–	0.35%	87
2023 Q4	$2.31M	Buy	12,348 +975	+9%	+$157K	0.31%	95
2023 Q3	$1.7M	Sell	11,373 -30	-0.3%	-$4.91K	0.26%	107
2023 Q2	$1.99M	Hold	11,403	–	–	0.3%	101
2023 Q1	$1.88M	Hold	11,403	–	–	0.31%	100
2022 Q4	$1.68M	Hold	11,403	–	–	0.3%	100
2022 Q3	$1.54M	Hold	11,403	–	–	0.32%	97
2022 Q2	$1.58M	Sell	11,403 -60	-0.5%	-$9.91K	0.32%	95
2022 Q1	$2.14M	Sell	11,463 -700	-6%	-$126K	0.39%	78
2021 Q4	$1.99M	Sell	12,163 -90	-0.7%	-$15.3K	0.36%	79
2021 Q3	$2.05M	Sell	12,253 -430	-3%	-$71.9K	0.41%	74
2021 Q2	$2.1M	Sell	12,683 -1,270	-9%	-$199K	0.41%	69
2021 Q1	$1.97M	Hold	13,953	–	–	0.42%	73
2020 Q4	$1.69M	Buy	13,953 +270	+2%	+$29.9K	0.39%	74
2020 Q3	$1.37M	Sell	13,683 -305	-2%	-$30K	0.38%	77
2020 Q2	$1.33M	Buy	13,988 +575	+4%	+$52.9K	0.38%	72
2020 Q1	$1.15M	Sell	13,413 -50	-0.4%	-$5.82K	0.38%	75
2019 Q4	$1.68M	Sell	13,463 -30	-0.2%	-$3.58K	0.42%	71
2019 Q3	$1.6M	Sell	13,493 -371	-3%	-$45.5K	0.44%	73
2019 Q2	$1.71M	Sell	13,864 -981	-7%	-$115K	0.47%	66
2019 Q1	$1.62M	Sell	14,845 -470	-3%	-$49.4K	0.45%	69
2018 Q4	$1.46M	Sell	15,315 -50	-0.3%	-$5.23K	0.47%	69
2018 Q3	$1.64M	Hold	15,365	–	–	0.44%	70
2018 Q2	$1.51M	Sell	15,365 -75	-0.5%	-$7.37K	0.43%	67
2018 Q1	$1.44M	Buy	15,440 +115	+0.8%	+$11.1K	0.41%	71
2017 Q4	$1.52M	Sell	15,325 -2,300	-13%	-$219K	0.43%	65
2017 Q3	$1.59M	Sell	17,625 -75	-0.4%	-$6.45K	0.45%	67
2017 Q2	$1.49M	Sell	17,700 -675	-4%	-$53.4K	0.41%	70
2017 Q1	$1.45M	Sell	18,375 -100	-0.5%	-$7.82K	0.41%	69
2016 Q4	$1.37M	Sell	18,475 -445	-2%	-$30.8K	0.41%	67
2016 Q3	$1.21M	Hold	18,920	–	–	0.41%	66
2016 Q2	$1.15M	Buy	18,920 +183	+1%	+$11.6K	0.38%	65
2016 Q1	$1.15M	Buy	18,737 +1,675	+10%	+$97.4K	0.39%	63
2015 Q4	$1.19M	Buy	17,062 +50	+0.3%	+$3.64K	0.42%	59
2015 Q3	$1.26M	Buy	17,012 +228	+1%	+$17.5K	0.49%	52
2015 Q2	$1.3M	Buy	16,784 +84	+0.5%	+$6.66K	0.48%	51
2015 Q1	$1.3M	Buy	16,700 +650	+4%	+$54K	0.48%	49
2014 Q4	$1.49M	Sell	16,050 -700	-4%	-$62.8K	0.58%	41
2014 Q3	$1.47M	Sell	16,750 -650	-4%	-$58.5K	0.61%	39
2014 Q2	$1.65M	Hold	17,400	–	–	0.66%	36
2014 Q1	$1.57M	Sell	17,400 -595	-3%	-$53.1K	0.61%	36
2013 Q4	$1.63M	Sell	17,995 -638	-3%	-$52.4K	0.63%	34
2013 Q3	$1.41M	Sell	18,633 -842	-4%	-$63.3K	0.58%	35
2013 Q2	$1.46M	Buy	+19,475	New	+$1.39M	0.59%	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

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

SOL Capital Management sold out of American Express (AXP) in Q1 2026, closing a stake of 9,990 shares — an estimated $3.7M sold.

SOL Capital Management first reported a position in AXP in Q2 2013 and held it in 51 quarters. The position peaked at $3.7M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

SOL Capital Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 9,990 American Express shares in Q1 2026, an estimated $3.7M.
SOL Capital Management first reported a position in American Express in Q2 2013 and held it in 51 quarters.
SOL Capital Management's American Express position peaked at $3.7M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.