UniSuper Management’s American Express AXP Stock Holding History

UniSuper 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	$30.8M	Sell	101,828 -13,118	-11%	-$4.4M	0.2%	92
2025 Q4	$42.5M	Sell	114,946 -299	-0.3%	-$107K	0.25%	80
2025 Q3	$38.3M	Buy	115,245 +6,145	+6%	+$1.95M	0.23%	85
2025 Q2	$34.8M	Sell	109,100 -1,707	-2%	-$480K	0.23%	89
2025 Q1	$29.8M	Buy	110,807 +2,211	+2%	+$654K	0.22%	99
2024 Q4	$32.2M	Buy	108,596 +6,322	+6%	+$1.82M	0.23%	86
2024 Q3	$27.7M	Buy	102,274 +425	+0.4%	+$106K	0.21%	88
2024 Q2	$23.6M	Buy	101,849 +14,702	+17%	+$3.4M	0.2%	90
2024 Q1	$19.8M	Buy	87,147 +82,153	+1,645%	+$17M	0.19%	95
2023 Q4	$936K	Buy	4,994 +394	+9%	+$63.4K	0.01%	266
2023 Q3	$686K	Hold	4,600	–	–	0.01%	291
2023 Q2	$801K	Buy	+4,600	New	+$742K	0.01%	277

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

UniSuper Management's AXP Position: Q1 2026 in Review

UniSuper Management reduced its American Express (AXP) stake by 11% in Q1 2026, selling an estimated $4.4M and leaving 101,828 shares worth $30.8M. The position accounts for 0.2% of the portfolio, ranked #92.

UniSuper Management first reported a position in AXP in Q2 2023 and has held it in 12 quarters since. The position peaked at $42.5M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

UniSuper Management held 101,828 shares of American Express worth $30.8M as of Q1 2026.
UniSuper Management sold 13,118 American Express shares in Q1 2026, an estimated $4.4M.
American Express made up 0.2% of UniSuper Management's portfolio in Q1 2026, its #92 holding.
UniSuper Management first reported a position in American Express in Q2 2023 and has held it in 12 quarters since.
UniSuper Management's American Express position peaked at $42.5M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on UniSuper Management's 13F filing for Q1 2026, filed 11 May 2026.