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South Shore Capital Advisors’s American Express AXP Stock Holding History

South Shore Capital Advisors’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 		$2.16M Sell
7,157
-370
-5% -$124K 1.58% 18
2025
Q4 		$2.78M Buy
+7,527
New +$2.69M 2.03% 12
2022
Q2 		– Sell
-1,175
Closed -$220K – 87
2022
Q1 		$220K Buy
+1,175
New +$212K 0.36% 96

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

South Shore Capital Advisors's AXP Position: Q1 2026 in Review

South Shore Capital Advisors reduced its American Express (AXP) stake by 4.9% in Q1 2026, selling an estimated $124K and leaving 7,157 shares worth $2.16M. The position accounts for 1.58% of the portfolio, ranked #18.

South Shore Capital Advisors first reported a position in AXP in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.78M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • South Shore Capital Advisors held 7,157 shares of American Express worth $2.16M as of Q1 2026.
  • South Shore Capital Advisors sold 370 American Express shares in Q1 2026, an estimated $124K.
  • American Express made up 1.58% of South Shore Capital Advisors's portfolio in Q1 2026, its #18 holding.
  • South Shore Capital Advisors first reported a position in American Express in Q1 2022 and has held it in 3 quarters since.
  • South Shore Capital Advisors's American Express position peaked at $2.78M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.