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Sunpointe’s American Express AXP Stock Holding History

Sunpointe’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 		$476K Sell
1,573
-258
-14% -$86.5K 0.16% 139
2025
Q4 		$677K Buy
1,831
+934
+104% +$334K 0.22% 95
2025
Q3 		$298K Sell
897
-82
-8% -$26.1K 0.11% 179
2025
Q2 		$312K Buy
979
+15
+2% +$4.22K 0.12% 160
2025
Q1 		$259K Sell
964
-13
-1% -$3.84K 0.14% 134
2024
Q4 		$290K Buy
977
+121
+14% +$34.8K 0.15% 130
2024
Q3 		$232K Buy
+856
New +$213K 0.19% 141

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

Sunpointe's AXP Position: Q1 2026 in Review

Sunpointe reduced its American Express (AXP) stake by 14% in Q1 2026, selling an estimated $86.5K and leaving 1,573 shares worth $476K. The position accounts for 0.16% of the portfolio, ranked #139.

Sunpointe first reported a position in AXP in Q3 2024 and has held it in 7 quarters since. The position peaked at $677K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Sunpointe held 1,573 shares of American Express worth $476K as of Q1 2026.
  • Sunpointe sold 258 American Express shares in Q1 2026, an estimated $86.5K.
  • American Express made up 0.16% of Sunpointe's portfolio in Q1 2026, its #139 holding.
  • Sunpointe first reported a position in American Express in Q3 2024 and has held it in 7 quarters since.
  • Sunpointe's American Express position peaked at $677K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.