Twin Lakes Capital Management’s American Express AXP Stock Holding History

Twin Lakes 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	$764K	Sell	2,526 -58	-2%	-$19.4K	0.35%	43
2025 Q4	$956K	Sell	2,584 -15	-0.6%	-$5.37K	0.42%	39
2025 Q3	$863K	Buy	2,599 +3	+0.1%	+$954	0.4%	42
2025 Q2	$828K	Buy	2,596 +4	+0.2%	+$1.13K	0.5%	43
2025 Q1	$697K	Sell	2,592 -141	-5%	-$41.7K	0.47%	43
2024 Q4	$811K	Sell	2,733 -181	-6%	-$52K	0.52%	40
2024 Q3	$790K	Buy	2,914 +4	+0.1%	+$996	0.51%	40
2024 Q2	$674K	Buy	2,910 +3	+0.1%	+$695	0.46%	43
2024 Q1	$662K	Buy	2,907 +4	+0.1%	+$829	0.45%	45
2023 Q4	$544K	Buy	2,903 +5	+0.2%	+$805	0.37%	48
2023 Q3	$432K	Buy	2,898 +4	+0.1%	+$654	0.32%	52
2023 Q2	$504K	Buy	2,894 +5	+0.2%	+$807	0.36%	51
2023 Q1	$477K	Buy	2,889 +4	+0.1%	+$664	0.36%	50
2022 Q4	$426K	Buy	2,885 +4	+0.1%	+$593	0.33%	53
2022 Q3	$389K	Buy	+2,881	New	+$436K	0.31%	61
2022 Q2	–	Sell	-2,941	Closed	-$550K	–	158
2022 Q1	$550K	Buy	2,941 +3	+0.1%	+$542	0.31%	58
2021 Q4	$481K	Buy	2,938 +3	+0.1%	+$512	0.26%	61
2021 Q3	$492K	Buy	2,935 +1,518	+107%	+$254K	0.29%	57
2021 Q2	$234K	Sell	1,417 -47	-3%	-$7.36K	0.13%	77
2021 Q1	$207K	Buy	+1,464	New	+$193K	0.13%	78

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

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

Twin Lakes Capital Management reduced its American Express (AXP) stake by 2.2% in Q1 2026, selling an estimated $19.4K and leaving 2,526 shares worth $764K. The position accounts for 0.35% of the portfolio, ranked #43.

Twin Lakes Capital Management first reported a position in AXP in Q1 2021 and has held it in 20 quarters since. The position peaked at $956K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Twin Lakes Capital Management held 2,526 shares of American Express worth $764K as of Q1 2026.
Twin Lakes Capital Management sold 58 American Express shares in Q1 2026, an estimated $19.4K.
American Express made up 0.35% of Twin Lakes Capital Management's portfolio in Q1 2026, its #43 holding.
Twin Lakes Capital Management first reported a position in American Express in Q1 2021 and has held it in 20 quarters since.
Twin Lakes Capital Management's American Express position peaked at $956K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.