Twin Tree Management’s American Express AXP Stock Holding History

Twin Tree 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
2025 Q3	–	Sell	-41,600	Closed	-$13.3M	–	1455
2025 Q2	$13.3M	Buy	+41,600	New	+$11.7M	0.02%	657
2024 Q4	–	Sell	-45,500	Closed	-$12.3M	–	1568
2024 Q3	$12.3M	Sell	45,500 -88,100	-66%	-$21.9M	0.02%	582
2024 Q2	$30.9M	Buy	+133,600	New	+$30.9M	0.07%	248
2023 Q4	–	Sell	-616,900	Closed	-$92M	–	1366
2023 Q3	$92M	Sell	616,900 -1,318,200	-68%	-$216M	0.21%	89
2023 Q2	$337M	Buy	1,935,100 +564,200	+41%	+$91M	0.52%	33
2023 Q1	$226M	Buy	1,370,900 +1,174,900	+599%	+$195M	0.42%	29
2022 Q4	$29M	Sell	196,000 -101,700	-34%	-$15.1M	0.06%	294
2022 Q3	$40.2M	Sell	297,700 -165,400	-36%	-$25M	0.08%	210
2022 Q2	$64.2M	Buy	463,100 +341,200	+280%	+$56.4M	0.1%	134
2022 Q1	$22.8M	Buy	121,900 +37,000	+44%	+$6.68M	0.04%	424
2021 Q4	$13.9M	Hold	84,900	–	–	0.03%	524
2021 Q3	$14.2M	Hold	84,900	–	–	0.03%	476
2021 Q2	$14M	Buy	84,900 +8,900	+12%	+$1.39M	0.04%	417
2021 Q1	$10.7M	Sell	76,000 -106,000	-58%	-$14M	0.04%	435
2020 Q4	$22M	Sell	182,000 -20,700	-10%	-$2.29M	0.09%	257
2020 Q3	$20.3M	Sell	202,700 -19,100	-9%	-$1.88M	0.08%	265
2020 Q2	$21.1M	Buy	221,800 +180,600	+438%	+$16.6M	0.09%	266
2020 Q1	$3.53M	Buy	+41,200	New	+$4.79M	0.02%	577
2019 Q3	–	Sell	-60,800	Closed	-$7.5M	–	1215
2019 Q2	$7.5M	Sell	60,800 -39,000	-39%	-$4.58M	0.04%	355
2019 Q1	$10.9M	Sell	99,800 -104,200	-51%	-$10.9M	0.06%	280
2018 Q4	$19.4M	Sell	204,000 -86,800	-30%	-$9.08M	0.12%	173
2018 Q3	$31M	Sell	290,800 -86,700	-23%	-$9.02M	0.21%	84
2018 Q2	$37M	Buy	377,500 +376,700	+47,088%	+$37M	0.23%	81
2018 Q1	$75K	Sell	800 -8,500	-91%	-$823K	﹤0.01%	983
2017 Q4	$924K	Sell	9,300 -112,000	-92%	-$10.7M	0.01%	720
2017 Q3	$11M	Sell	121,300 -90,700	-43%	-$7.8M	0.09%	220
2017 Q2	$17.9M	Buy	212,000 +197,000	+1,313%	+$15.6M	0.14%	147
2017 Q1	$1.19M	Buy	+15,000	New	+$1.17M	0.01%	663
2016 Q4	–	Sell	-16,100	Closed	-$1.03M	–	1153
2016 Q3	$1.03M	Sell	16,100 -29,100	-64%	-$1.87M	0.01%	668
2016 Q2	$2.75M	Buy	+45,200	New	+$2.86M	0.04%	399
2016 Q1	–	Sell	-47,100	Closed	-$3.28M	–	1222
2015 Q4	$3.28M	Sell	47,100 -32,000	-40%	-$2.33M	0.06%	280
2015 Q3	$5.86M	Buy	79,100 +25,800	+48%	+$1.98M	0.15%	111
2015 Q2	$4.14M	Buy	53,300 +16,100	+43%	+$1.28M	0.1%	202
2015 Q1	$2.91M	Buy	37,200 +16,000	+75%	+$1.33M	0.07%	287
2014 Q4	$1.97M	Sell	21,200 -16,500	-44%	-$1.48M	0.06%	384
2014 Q3	$3.3M	Sell	37,700 -14,400	-28%	-$1.3M	0.09%	253
2014 Q2	$4.94M	Buy	52,100 +22,200	+74%	+$2M	0.11%	192
2014 Q1	$2.69M	Sell	29,900 -3,100	-9%	-$277K	0.05%	376
2013 Q4	$2.99M	Buy	33,000 +8,700	+36%	+$715K	0.07%	303
2013 Q3	$1.83M	Sell	24,300 -41,300	-63%	-$3.11M	0.06%	338
2013 Q2	$4.9M	Buy	+65,600	New	+$4.67M	0.19%	94

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 Tree Management's AXP Position: Q1 2026 in Review

Twin Tree Management increased its American Express (AXP) stake by 141% in Q1 2026, buying an estimated $329K and bringing the position to 1,675 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #925.

Twin Tree Management first reported a position in AXP in Q3 2013 and has held it in 36 quarters since. The position peaked at $46.7M in Q3 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Twin Tree Management held 1,675 shares of American Express worth $507K as of Q1 2026.
Twin Tree Management bought 981 American Express shares in Q1 2026, an estimated $329K.
American Express made up 0.01% of Twin Tree Management's portfolio in Q1 2026, its #925 holding.
Twin Tree Management first reported a position in American Express in Q3 2013 and has held it in 36 quarters since.
Twin Tree Management's American Express position peaked at $46.7M in Q3 2024.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.