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Tidal Investments’s American Express AXP Stock Holding History

Tidal 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
Q1 		– Sell
-190,100
Closed -$70.2M – 2362
2025
Q4 		$70.2M Buy
190,100
+48,900
+35% +$17.5M 0.17% 128
2025
Q3 		$46.9M Buy
141,200
+140,396
+17,462% +$44.7M 0.09% 174
2025
Q2 		$344K Buy
+804
New +$226K ﹤0.01% 1597

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

Tidal Investments's AXP Position: Q1 2026 in Review

Tidal Investments increased its American Express (AXP) stake by 4.7% in Q1 2026, buying an estimated $8.62M and bringing the position to 572,995 shares worth $173M. The position accounts for 0.37% of the portfolio, ranked #45.

Tidal Investments first reported a position in AXP in Q4 2018 and has held it in 29 quarters since. The position peaked at $202M in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Tidal Investments held 572,995 shares of American Express worth $173M as of Q1 2026.
  • Tidal Investments bought 25,704 American Express shares in Q1 2026, an estimated $8.62M.
  • American Express made up 0.37% of Tidal Investments's portfolio in Q1 2026, its #45 holding.
  • Tidal Investments first reported a position in American Express in Q4 2018 and has held it in 29 quarters since.
  • Tidal Investments's American Express position peaked at $202M in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.