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 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 $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

Ulysses Management's AXP Position: Q1 2026 in Review

Ulysses Management sold out of American Express (AXP) in Q1 2026, closing a stake of 3,000 shares — an estimated $1.11M sold.

Ulysses Management first reported a position in AXP in Q1 2016 and held it in 11 quarters. The position peaked at $7.26M in Q1 2023. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Ulysses Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Ulysses Management sold 3,000 American Express shares in Q1 2026, an estimated $1.11M.
Ulysses Management first reported a position in American Express in Q1 2016 and held it in 11 quarters.
Ulysses Management's American Express position peaked at $7.26M in Q1 2023.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Ulysses Management's 13F filing for Q1 2026, filed 15 May 2026.