Ulysses Management’s American Express AXP Stock Holding History

Ulysses 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 Q2	$1.01M	Buy	+3,000	New	+$961K	0.2%	36
2026 Q1	–	Sell	-3,000	Closed	-$1.11M	–	38
2025 Q4	$1.11M	Sell	3,000 -2,000	-40%	-$716K	0.2%	39
2025 Q3	$1.66M	Buy	5,000 +1,000	+25%	+$318K	0.12%	31
2025 Q2	$1.28M	Hold	4,000	–	–	0.13%	44
2025 Q1	$1.08M	Hold	4,000	–	–	0.15%	38
2024 Q4	$1.19M	Buy	+4,000	New	+$1.15M	0.19%	42
2023 Q2	–	Sell	-44,000	Closed	-$7.26M	–	51
2023 Q1	$7.26M	Hold	44,000	–	–	1.5%	17
2022 Q4	$6.5M	Sell	44,000 -6,000	-12%	-$889K	1.57%	19
2022 Q3	$6.75M	Buy	50,000 +20,000	+67%	+$3.03M	0.96%	19
2022 Q2	$4.16M	Buy	+30,000	New	+$4.96M	0.65%	27
2022 Q1	–	Sell	-40,000	Closed	-$6.54M	–	55
2021 Q4	$6.54M	Buy	+40,000	New	+$6.82M	0.72%	29
2016 Q2	–	Sell	-50,000	Closed	-$3.07M	–	47
2016 Q1	$3.07M	Buy	+50,000	New	+$2.91M	0.33%	33

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Ulysses Management's AXP Position: Q2 2026 in Review

Ulysses Management opened a new position in American Express (AXP) in Q2 2026: 3,000 shares worth $1.01M. The stake represents 0.2% of the portfolio and ranks #36 among its holdings. This is a return to the name: Ulysses Management previously reported a position in AXP as recently as Q4 2025.

Ulysses Management first reported a position in AXP in Q1 2016 and has held it in 12 quarters since. The position peaked at $7.26M in Q1 2023. 3,001 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Ulysses Management held 3,000 shares of American Express worth $1.01M as of Q2 2026.
American Express was a new Ulysses Management position in Q2 2026.
American Express made up 0.2% of Ulysses Management's portfolio in Q2 2026, its #36 holding.
Ulysses Management first reported a position in American Express in Q1 2016 and has held it in 12 quarters since.
Ulysses Management's American Express position peaked at $7.26M in Q1 2023.
3,001 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Ulysses Management's 13F filing for Q2 2026, filed 14 Aug 2026.