Thames Capital Management’s American Express AXP Stock Holding History

Thames Capital Management’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	–	Sell	-80,463	Closed	-$29.8M	–	47
2025 Q4	$29.8M	Buy	80,463 +52,679	+190%	+$18.9M	4.33%	4
2025 Q3	$9.23M	Sell	27,784 -13,792	-33%	-$4.39M	1.32%	33
2025 Q2	$13.3M	Buy	+41,576	New	+$11.7M	3%	14

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

Thames Capital Management's AXP Position: Q1 2026 in Review

Thames Capital Management sold out of American Express (AXP) in Q1 2026, closing a stake of 80,463 shares — an estimated $29.8M sold.

Thames Capital Management first reported a position in AXP in Q2 2025 and held it in 3 quarters. The position peaked at $29.8M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Thames Capital Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Thames Capital Management sold 80,463 American Express shares in Q1 2026, an estimated $29.8M.
Thames Capital Management first reported a position in American Express in Q2 2025 and held it in 3 quarters.
Thames Capital Management's American Express position peaked at $29.8M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Thames Capital Management's 13F filing for Q1 2026, filed 12 May 2026.