Twin Capital Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.81M Buy
9,302
+88
+1% +$29.5K 0.36% 73
2025
Q4
$3.41M Buy
9,214
+821
+10% +$294K 0.42% 57
2025
Q3
$2.79M Sell
8,393
-158
-2% -$50.3K 0.35% 73
2025
Q2
$2.73M Buy
+8,551
New +$2.41M 0.29% 93
2025
Q1
Sell
-5,598
Closed -$1.66M 294
2024
Q4
$1.66M Sell
5,598
-179
-3% -$51.4K 0.18% 132
2024
Q3
$1.57M Sell
5,777
-168
-3% -$41.8K 0.18% 146
2024
Q2
$1.38M Hold
5,945
0.16% 149
2024
Q1
$1.35M Buy
5,945
+105
+2% +$21.8K 0.17% 156
2023
Q4
$1.09M Buy
+5,840
New +$940K 0.14% 165
2023
Q3
Sell
-15,067
Closed -$2.62M 279
2023
Q2
$2.62M Sell
15,067
-5,239
-26% -$845K 0.34% 80
2023
Q1
$3.35M Buy
20,306
+15,493
+322% +$2.57M 0.46% 60
2022
Q4
$711K Buy
4,813
+1,097
+30% +$163K 0.09% 212
2022
Q3
$501K Sell
3,716
-40
-1% -$6.05K 0.07% 238
2022
Q2
$521K Sell
3,756
-40
-1% -$6.61K 0.07% 241
2022
Q1
$710K Hold
3,796
0.08% 226
2021
Q4
$621K Sell
3,796
-320
-8% -$54.6K 0.06% 247
2021
Q3
$690K Buy
+4,116
New +$688K 0.07% 244
2017
Q3
Sell
-28,057
Closed -$2.36M 330
2017
Q2
$2.36M Sell
28,057
-1,563
-5% -$124K 0.14% 212
2017
Q1
$2.34M Sell
29,620
-10,208
-26% -$798K 0.15% 210
2016
Q4
$2.95M Buy
39,828
+9,984
+33% +$691K 0.19% 160
2016
Q3
$1.91M Buy
+29,844
New +$1.92M 0.13% 224
2015
Q1
Sell
-22,908
Closed -$2.13M 250
2014
Q4
$2.13M Buy
22,908
+210
+0.9% +$18.8K 0.2% 144
2014
Q3
$1.99M Sell
22,698
-2,010
-8% -$181K 0.2% 146
2014
Q2
$2.34M Sell
24,708
-40
-0.2% -$3.61K 0.24% 134
2014
Q1
$2.23M Buy
24,748
+200
+0.8% +$17.9K 0.23% 140
2013
Q4
$2.23M Sell
24,548
-500
-2% -$41.1K 0.24% 144
2013
Q3
$1.89M Sell
25,048
-1,350
-5% -$102K 0.2% 150
2013
Q2
$1.97M Buy
+26,398
New +$1.88M 0.21% 138

Other funds holding AXP

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

Twin Capital Management increased its American Express (AXP) stake by 0.96% in Q1 2026, buying an estimated $29.5K and bringing the position to 9,302 shares worth $2.81M. The position accounts for 0.36% of the portfolio, ranked #73.

Twin Capital Management first reported a position in AXP in Q2 2013 and has held it in 28 quarters since. The position peaked at $3.41M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Twin Capital Management held 9,302 shares of American Express worth $2.81M as of Q1 2026.
  • Twin Capital Management bought 88 American Express shares in Q1 2026, an estimated $29.5K.
  • American Express made up 0.36% of Twin Capital Management's portfolio in Q1 2026, its #73 holding.
  • Twin Capital Management first reported a position in American Express in Q2 2013 and has held it in 28 quarters since.
  • Twin Capital Management's American Express position peaked at $3.41M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Twin Capital Management's 13F filing for Q1 2026, filed 5 May 2026.