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Swan Capital’s American Express AXP Stock Holding History

Swan 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 		$15.6K Hold
51
– – 0.01% 152
2025
Q4 		$19K Hold
51
– – 0.01% 127
2025
Q3 		$17.1K Buy
+51
New +$16.2K 0.01% 128

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

Swan Capital's AXP Position: Q1 2026 in Review

Swan Capital held its American Express (AXP) position steady in Q1 2026 at 51 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #152.

Swan Capital first reported a position in AXP in Q3 2025 and has held it in 3 quarters since. The position peaked at $19K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Swan Capital held 51 shares of American Express worth $15.6K as of Q1 2026.
  • Swan Capital left its American Express share count unchanged in Q1 2026.
  • American Express made up 0.01% of Swan Capital's portfolio in Q1 2026, its #152 holding.
  • Swan Capital first reported a position in American Express in Q3 2025 and has held it in 3 quarters since.
  • Swan Capital's American Express position peaked at $19K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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