Ulysses Management’s American Express AXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-150,000
Closed -$9.21M 46
2016
Q1
$9.21M Buy
+150,000
New +$8.73M 0.99% 20

Other funds holding AXP

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. 3,002 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.
  • 3,002 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.