Voloridge Investment Management
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Voloridge Investment Management’s American Express AXP Stock Holding History

Voloridge Investment 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 		$78.3M Buy
+258,717
New +$86.7M 0.31% 76
2024
Q3 		– Sell
-136,655
Closed -$31.6M – 1160
2024
Q2 		$31.6M Buy
136,655
+54,522
+66% +$12.6M 0.12% 251
2024
Q1 		$18.7M Buy
+82,133
New +$17M 0.07% 349
2023
Q4 		– Sell
-242,862
Closed -$36.2M – 1160
2023
Q3 		$36.2M Buy
+242,862
New +$39.7M 0.18% 154
2023
Q1 		– Sell
-157,634
Closed -$23.3M – 1359
2022
Q4 		$23.3M Buy
157,634
+119,083
+309% +$17.6M 0.13% 224
2022
Q3 		$5.2M Sell
38,551
-151,191
-80% -$22.9M 0.03% 642
2022
Q2 		$26.3M Buy
+189,742
New +$31.3M 0.14% 222
2022
Q1 		– Sell
-2,283
Closed -$373K – 1363
2021
Q4 		$373K Sell
2,283
-20,993
-90% -$3.58M ﹤0.01% 1450
2021
Q3 		$3.9M Buy
+23,276
New +$3.89M 0.03% 781
2021
Q1 		– Sell
-3,869
Closed -$468K – 1388
2020
Q4 		$468K Sell
3,869
-44,335
-92% -$4.91M ﹤0.01% 1134
2020
Q3 		$4.83M Buy
48,204
+44,582
+1,231% +$4.39M 0.04% 456
2020
Q2 		$345K Sell
3,622
-16,041
-82% -$1.48M ﹤0.01% 1106
2020
Q1 		$1.68M Buy
+19,663
New +$2.29M 0.05% 385
2019
Q4 		– Sell
-197,926
Closed -$23.4M – 1078
2019
Q3 		$23.4M Buy
+197,926
New +$24.3M 0.41% 30
2018
Q4 		– Sell
-2,633
Closed -$280K – 405
2018
Q3 		$280K Buy
+2,633
New +$274K 0.01% 261
2017
Q1 		– Sell
-78,116
Closed -$5.79M – 478
2016
Q4 		$5.79M Buy
+78,116
New +$5.41M 0.12% 209
2016
Q1 		– Sell
-610,928
Closed -$42.5M – 313
2015
Q4 		$42.5M Buy
+610,928
New +$44.5M 3.04% 6
2014
Q3 		– Sell
-135,649
Closed -$12.9M – 101
2014
Q2 		$12.9M Buy
+135,649
New +$12.2M 1.23% 17

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Voloridge Investment Management's AXP Position: Q1 2026 in Review

Voloridge Investment Management opened a new position in American Express (AXP) in Q1 2026: 258,717 shares worth $78.3M. The stake represents 0.31% of the portfolio and ranks #76 among its holdings. This is a return to the name: Voloridge Investment Management previously reported a position in AXP as recently as Q2 2024.

Voloridge Investment Management first reported a position in AXP in Q2 2014 and has held it in 18 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Voloridge Investment Management held 258,717 shares of American Express worth $78.3M as of Q1 2026.
  • American Express was a new Voloridge Investment Management position in Q1 2026.
  • American Express made up 0.31% of Voloridge Investment Management's portfolio in Q1 2026, its #76 holding.
  • Voloridge Investment Management first reported a position in American Express in Q2 2014 and has held it in 18 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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