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Timucuan Asset Management’s American Express AXP Stock Holding History

Timucuan Asset 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
Q2 		$192M Buy
566,262
+3,264
+0.6% +$1.05M 7.05% 6
2026
Q1 		$170M Sell
562,998
-10,280
-2% -$3.45M 6.27% 8
2025
Q4 		$212M Sell
573,278
-13,193
-2% -$4.72M 6.89% 7
2025
Q3 		$195M Sell
586,471
-221,239
-27% -$70.4M 5.71% 9
2025
Q2 		$258M Sell
807,710
-1,120
-0.1% -$315K 7.54% 4
2025
Q1 		$218M Sell
808,830
-166,674
-17% -$49.3M 6.77% 5
2024
Q4 		$290M Sell
975,504
-2,762
-0.3% -$794K 8.86% 1
2024
Q3 		$265M Sell
978,266
-10,858
-1% -$2.7M 8.05% 3
2024
Q2 		$229M Sell
989,124
-4,476
-0.5% -$1.04M 7.87% 4
2024
Q1 		$226M Buy
993,600
+15,798
+2% +$3.28M 7.64% 6
2023
Q4 		$183M Sell
977,802
-14,873
-1% -$2.39M 6.4% 7
2023
Q3 		$148M Sell
992,675
-612
-0.1% -$100K 5.94% 9
2023
Q2 		$173M Buy
993,287
+118,925
+14% +$19.2M 6.8% 5
2023
Q1 		$144M Buy
874,362
+10,903
+1% +$1.81M 6.04% 6
2022
Q4 		$128M Buy
863,459
+4,941
+0.6% +$732K 5.53% 8
2022
Q3 		$116M Buy
858,518
+4,068
+0.5% +$616K 5.54% 8
2022
Q2 		$118M Buy
854,450
+11,682
+1% +$1.93M 5.5% 6
2022
Q1 		$158M Sell
842,768
-40,770
-5% -$7.36M 6.12% 4
2021
Q4 		$145M Buy
883,538
+14,417
+2% +$2.46M 5.3% 10
2021
Q3 		$146M Sell
869,121
-36,196
-4% -$6.05M 5.64% 6
2021
Q2 		$150M Sell
905,317
-3,787
-0.4% -$593K 5.92% 5
2021
Q1 		$129M Buy
909,104
+257,649
+40% +$34M 5.69% 6
2020
Q4 		$78.8M Buy
651,455
+8,164
+1% +$904K 4.02% 15
2020
Q3 		$64.5M Buy
643,291
+636
+0.1% +$62.6K 3.76% 16
2020
Q2 		$61.2M Buy
642,655
+244,064
+61% +$22.5M 3.96% 15
2020
Q1 		$34.1M Buy
+398,591
New +$46.4M 2.76% 15

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Timucuan Asset Management's AXP Position: Q2 2026 in Review

Timucuan Asset Management increased its American Express (AXP) stake by 0.58% in Q2 2026, buying an estimated $1.05M and bringing the position to 566,262 shares worth $192M. The position accounts for 7.05% of the portfolio, ranked #6.

Timucuan Asset Management first reported a position in AXP in Q1 2020 and has held it in 26 quarters since. The position peaked at $290M in Q4 2024. 3,001 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Timucuan Asset Management held 566,262 shares of American Express worth $192M as of Q2 2026.
  • Timucuan Asset Management bought 3,264 American Express shares in Q2 2026, an estimated $1.05M.
  • American Express made up 7.05% of Timucuan Asset Management's portfolio in Q2 2026, its #6 holding.
  • Timucuan Asset Management first reported a position in American Express in Q1 2020 and has held it in 26 quarters since.
  • Timucuan Asset Management's American Express position peaked at $290M in Q4 2024.
  • 3,001 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Timucuan Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.