UBS AM’s American Express AXP Stock Holding History

UBS AM’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	$1.59B	Buy	5,247,405 +440,851	+9%	+$148M	0.33%	56
2025 Q4	$1.78B	Buy	4,806,554 +83,083	+2%	+$29.7M	0.38%	46
2025 Q3	$1.57B	Sell	4,723,471 -1,164,096	-20%	-$370M	0.34%	48
2025 Q2	$1.88B	Buy	5,887,567 +793,760	+16%	+$223M	0.38%	46
2025 Q1	$1.37B	Buy	5,093,807 +78,538	+2%	+$23.2M	0.35%	55
2024 Q4	$1.49B	Buy	5,015,269 +408,283	+9%	+$117M	0.35%	42
2024 Q3	$1.25B	Buy	4,606,986 +239,173	+5%	+$59.6M	0.32%	56
2024 Q2	$1.01B	Buy	4,367,813 +927,944	+27%	+$215M	0.29%	62
2024 Q1	$783M	Sell	3,439,869 -254,491	-7%	-$52.8M	0.28%	67
2023 Q4	$692M	Buy	3,694,360 +125,250	+4%	+$20.2M	0.27%	67
2023 Q3	$532M	Buy	3,569,110 +213,484	+6%	+$34.9M	0.24%	79
2023 Q2	$554M	Hold	3,355,626	–	–	0.27%	75
2023 Q1	$554M	Sell	3,355,626 -131,462	-4%	-$21.8M	0.27%	75
2022 Q4	$515M	Sell	3,487,088 -76,326	-2%	-$11.3M	0.27%	80
2022 Q3	$481M	Buy	3,563,414 +97,047	+3%	+$14.7M	0.27%	77
2022 Q2	$481M	Sell	3,466,367 -223,631	-6%	-$36.9M	0.25%	76
2022 Q1	$690M	Buy	3,689,998 +108,670	+3%	+$19.6M	0.3%	66
2021 Q4	$586M	Sell	3,581,328 -1,356,072	-27%	-$231M	0.22%	95
2021 Q3	$827M	Buy	4,937,400 +1,457,236	+42%	+$244M	0.34%	54
2021 Q2	$575M	Buy	3,480,164 +95,713	+3%	+$15M	0.25%	78
2021 Q1	$479M	Buy	3,384,451 +104,996	+3%	+$13.9M	0.21%	96
2020 Q4	$397M	Sell	3,279,455 -1,161,793	-26%	-$129M	0.19%	109
2020 Q3	$445M	Buy	4,441,248 +110,170	+3%	+$10.8M	0.24%	84
2020 Q2	$412M	Sell	4,331,078 -2,203,496	-34%	-$203M	0.25%	79
2020 Q1	$559M	Buy	6,534,574 +66,141	+1%	+$7.7M	0.4%	51
2019 Q4	$805M	Sell	6,468,433 -32,831	-0.5%	-$3.92M	0.49%	38
2019 Q3	$769M	Buy	6,501,264 +844,423	+15%	+$104M	0.52%	34
2019 Q2	$698M	Sell	5,656,841 -195,882	-3%	-$23M	0.5%	34
2019 Q1	$640M	Sell	5,852,723 -166,781	-3%	-$17.5M	0.47%	36
2018 Q4	$574M	Buy	6,019,504 +174,612	+3%	+$18.3M	0.49%	36
2018 Q3	$622M	Buy	5,844,892 +545,177	+10%	+$56.7M	0.46%	37
2018 Q2	$519M	Buy	5,299,715 +469,744	+10%	+$46.2M	0.4%	42
2018 Q1	$451M	Sell	4,829,971 -475,425	-9%	-$46.1M	0.36%	55
2017 Q4	$527M	Buy	5,305,396 +1,968,718	+59%	+$187M	0.45%	41
2017 Q3	$302M	Sell	3,336,678 -938	-0%	-$80.6K	0.27%	78
2017 Q2	$281M	Sell	3,337,616 -68,466	-2%	-$5.42M	0.27%	76
2017 Q1	$269M	Buy	3,406,082 +281,950	+9%	+$22M	0.27%	78
2016 Q4	$231M	Sell	3,124,132 -30,609	-1%	-$2.12M	0.26%	86
2016 Q3	$202M	Sell	3,154,741 -63,205	-2%	-$4.06M	0.22%	105
2016 Q2	$196M	Buy	3,217,946 +13,457	+0.4%	+$852K	0.22%	100
2016 Q1	$197M	Buy	3,204,489 +47,968	+2%	+$2.79M	0.23%	97
2015 Q4	$220M	Sell	3,156,521 -642,564	-17%	-$46.8M	0.25%	83
2015 Q3	$282M	Sell	3,799,085 -212,423	-5%	-$16.3M	0.31%	71
2015 Q2	$312M	Sell	4,011,508 -310,646	-7%	-$24.6M	0.3%	75
2015 Q1	$338M	Sell	4,322,154 -2,172,095	-33%	-$180M	0.33%	65
2014 Q4	$604M	Buy	6,494,249 +857,971	+15%	+$76.9M	0.58%	34
2014 Q3	$493M	Buy	5,636,278 +195,485	+4%	+$17.6M	0.49%	41
2014 Q2	$516M	Sell	5,440,793 -71,076	-1%	-$6.41M	0.52%	38
2014 Q1	$496M	Buy	5,511,869 +273,583	+5%	+$24.4M	0.53%	32
2013 Q4	$475M	Buy	5,238,286 +1,678,377	+47%	+$138M	0.54%	31
2013 Q3	$269M	Sell	3,559,909 -337,987	-9%	-$25.4M	0.33%	70
2013 Q2	$291M	Buy	+3,897,896	New	+$277M	0.38%	59

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

UBS AM's AXP Position: Q1 2026 in Review

UBS AM increased its American Express (AXP) stake by 9.2% in Q1 2026, buying an estimated $148M and bringing the position to 5,247,405 shares worth $1.59B. The position accounts for 0.33% of the portfolio, ranked #56.

UBS AM first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.88B in Q2 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

UBS AM held 5,247,405 shares of American Express worth $1.59B as of Q1 2026.
UBS AM bought 440,851 American Express shares in Q1 2026, an estimated $148M.
American Express made up 0.33% of UBS AM's portfolio in Q1 2026, its #56 holding.
UBS AM first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
UBS AM's American Express position peaked at $1.88B in Q2 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.