Stance Capital’s American Express AXP Stock Holding History

Stance Capital’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	$1.39M	Buy	4,603 +972	+27%	+$326K	0.68%	53
2025 Q4	$1.34M	Sell	3,631 -500	-12%	-$179K	0.49%	108
2025 Q3	$1.37M	Sell	4,131 -348	-8%	-$111K	0.5%	76
2025 Q2	$1.43M	Buy	+4,479	New	+$1.26M	0.54%	65
2025 Q1	–	Sell	-625	Closed	-$185K	–	72
2024 Q4	$185K	Buy	+625	New	+$180K	0.11%	70

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

Stance Capital's AXP Position: Q1 2026 in Review

Stance Capital increased its American Express (AXP) stake by 27% in Q1 2026, buying an estimated $326K and bringing the position to 4,603 shares worth $1.39M. The position accounts for 0.68% of the portfolio, ranked #53.

Stance Capital first reported a position in AXP in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.43M in Q2 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Stance Capital held 4,603 shares of American Express worth $1.39M as of Q1 2026.
Stance Capital bought 972 American Express shares in Q1 2026, an estimated $326K.
American Express made up 0.68% of Stance Capital's portfolio in Q1 2026, its #53 holding.
Stance Capital first reported a position in American Express in Q4 2024 and has held it in 5 quarters since.
Stance Capital's American Express position peaked at $1.43M in Q2 2025.
2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.