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SummitTX Capital’s American Express AXP Stock Holding History

SummitTX 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 		$1.71M Buy
+5,651
New +$1.89M 0.05% 331
2025
Q4 		– Sell
-4,006
Closed -$1.33M – 702
2025
Q3 		$1.33M Buy
+4,006
New +$1.27M 0.05% 326

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

SummitTX Capital's AXP Position: Q1 2026 in Review

SummitTX Capital opened a new position in American Express (AXP) in Q1 2026: 5,651 shares worth $1.71M. The stake represents 0.05% of the portfolio and ranks #331 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in AXP as recently as Q3 2025.

SummitTX Capital first reported a position in AXP in Q3 2025 and has held it in 2 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • SummitTX Capital held 5,651 shares of American Express worth $1.71M as of Q1 2026.
  • American Express was a new SummitTX Capital position in Q1 2026.
  • American Express made up 0.05% of SummitTX Capital's portfolio in Q1 2026, its #331 holding.
  • SummitTX Capital first reported a position in American Express in Q3 2025 and has held it in 2 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.