VCM
AXP icon

Vivaldi Capital Management’s American Express AXP Stock Holding History

Vivaldi Capital 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 		– Sell
-1,039
Closed -$314K – 25
2026
Q1 		$314K Sell
1,039
-37
-3% -$12.4K 0.04% 216
2025
Q4 		$398K Sell
1,076
-115
-10% -$41.2K 0.05% 185
2025
Q3 		$396K Buy
1,191
+27
+2% +$8.59K 0.06% 187
2025
Q2 		$371K Hold
1,164
– – 0.06% 191
2025
Q1 		$313K Buy
1,164
+298
+34% +$88.1K 0.05% 200
2024
Q4 		$274K Sell
866
-185
-18% -$53.2K 0.04% 222
2024
Q3 		$285K Buy
+1,051
New +$262K 0.08% 165
2023
Q1 		– Sell
-1,526
Closed -$230K – 205
2022
Q4 		$230K Buy
1,526
+49
+3% +$7.26K 0.06% 219
2022
Q3 		$205K Sell
1,477
-3
-0.2% -$454 0.06% 207
2022
Q2 		$205K Buy
1,480
+129
+10% +$21.3K 0.05% 200
2022
Q1 		$214K Buy
1,351
+81
+6% +$14.6K 0.06% 195
2021
Q4 		$208K Buy
1,270
+4
+0.3% +$682 0.05% 196
2021
Q3 		$212K Hold
1,266
– – 0.05% 221
2021
Q2 		$210K Sell
1,266
-79
-6% -$12.4K 0.04% 221
2021
Q1 		$211K Sell
1,345
-425
-24% -$56.2K 0.04% 223
2020
Q4 		$214K Sell
1,770
-236
-12% -$26.1K 0.05% 227
2020
Q3 		$231K Buy
+2,006
New +$197K 0.05% 222
2019
Q3 		– Sell
-1,891
Closed -$233K – 228
2019
Q2 		$233K Buy
+1,891
New +$222K 0.06% 202

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vivaldi Capital Management's AXP Position: Q2 2026 in Review

Vivaldi Capital Management sold out of American Express (AXP) in Q2 2026, closing a stake of 1,039 shares — an estimated $314K sold.

Vivaldi Capital Management first reported a position in AXP in Q2 2019 and held it in 18 quarters. The position peaked at $398K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Vivaldi Capital Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 1,039 American Express shares in Q2 2026, an estimated $314K.
  • Vivaldi Capital Management first reported a position in American Express in Q2 2019 and held it in 18 quarters.
  • Vivaldi Capital Management's American Express position peaked at $398K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.