Susquehanna Fundamental Investments’s American Express AXP Stock Holding History

Susquehanna Fundamental Investments’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 Q2	–	Sell	-33,317	Closed	-$10.1M	–	743
2026 Q1	$10.1M	Hold	33,317	–	–	0.38%	69
2025 Q4	$12.3M	Hold	33,317	–	–	0.42%	62
2025 Q3	$11.1M	Hold	33,317	–	–	0.43%	60
2025 Q2	$10.6M	Hold	33,317	–	–	0.29%	105
2025 Q1	$8.96M	Buy	+33,317	New	+$9.85M	0.13%	205
2023 Q4	–	Sell	-138,490	Closed	-$20.7M	–	103
2023 Q3	$20.7M	Sell	138,490 -13,038	-9%	-$2.13M	1.34%	12
2023 Q2	$26.4M	Sell	151,528 -42,992	-22%	-$6.94M	0.96%	19
2023 Q1	$32.1M	Sell	194,520 -25,743	-12%	-$4.27M	0.75%	25
2022 Q4	$32.5M	Buy	220,263 +193,009	+708%	+$28.6M	0.56%	30
2022 Q3	$3.68M	Buy	+27,254	New	+$4.13M	0.06%	398
2022 Q1	$8.02M	Sell	42,900 -61,824	-59%	-$11.2M	0.16%	178
2021 Q4	$17.1M	Sell	104,724 -55,597	-35%	-$9.48M	0.45%	39
2021 Q3	$26.9M	Sell	160,321 -14,300	-8%	-$2.39M	0.49%	15
2021 Q2	$28.9M	Sell	174,621 -2,700	-2%	-$423K	0.53%	20
2021 Q1	$25.1M	Buy	177,321 +62,834	+55%	+$8.3M	0.43%	26
2020 Q4	$13.8M	Sell	114,487 -2,013	-2%	-$223K	0.25%	98
2020 Q3	$11.7M	Buy	116,500 +13,400	+13%	+$1.32M	0.35%	47
2020 Q2	$9.81M	Buy	+103,100	New	+$9.49M	0.47%	33

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Susquehanna Fundamental Investments's AXP Position: Q2 2026 in Review

Susquehanna Fundamental Investments sold out of American Express (AXP) in Q2 2026, closing a stake of 33,317 shares — an estimated $10.1M sold.

Susquehanna Fundamental Investments first reported a position in AXP in Q2 2020 and held it in 18 quarters. The position peaked at $32.5M in Q4 2022. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Susquehanna Fundamental Investments reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Susquehanna Fundamental Investments sold 33,317 American Express shares in Q2 2026, an estimated $10.1M.
Susquehanna Fundamental Investments first reported a position in American Express in Q2 2020 and held it in 18 quarters.
Susquehanna Fundamental Investments's American Express position peaked at $32.5M in Q4 2022.
2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.