TwinBeech Capital’s American Express AXP Stock Holding History

TwinBeech Capital’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	-13,682	Closed	-$5.06M	–	566
2025 Q4	$5.06M	Buy	+13,682	New	+$4.9M	0.36%	87
2023 Q4	–	Sell	-162,936	Closed	-$24.3M	–	650
2023 Q3	$24.3M	Buy	+162,936	New	+$26.7M	0.47%	55
2022 Q4	–	Sell	-48,888	Closed	-$6.59M	–	692
2022 Q3	$6.59M	Sell	48,888 -12,294	-20%	-$1.86M	0.17%	149
2022 Q2	$8.48M	Buy	+61,182	New	+$10.1M	0.38%	78

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TwinBeech Capital's AXP Position: Q1 2026 in Review

TwinBeech Capital sold out of American Express (AXP) in Q1 2026, closing a stake of 13,682 shares — an estimated $5.06M sold.

TwinBeech Capital first reported a position in AXP in Q2 2022 and held it in 4 quarters. The position peaked at $24.3M in Q3 2023. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

TwinBeech Capital reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 13,682 American Express shares in Q1 2026, an estimated $5.06M.
TwinBeech Capital first reported a position in American Express in Q2 2022 and held it in 4 quarters.
TwinBeech Capital's American Express position peaked at $24.3M in Q3 2023.
2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.