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Waterloo Capital’s American Express AXP Stock Holding History

Waterloo Capital’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 		$647K Sell
2,138
-212
-9% -$71.1K 0.05% 264
2025
Q4 		$869K Buy
2,350
+880
+60% +$315K 0.06% 222
2025
Q3 		$488K Sell
1,470
-207
-12% -$65.8K 0.04% 284
2025
Q2 		$535K Buy
1,677
+660
+65% +$186K 0.04% 261
2025
Q1 		$274K Sell
1,017
-887
-47% -$262K 0.03% 334
2024
Q4 		$565K Sell
1,904
-85
-4% -$24.4K 0.06% 216
2024
Q3 		$539K Buy
+1,989
New +$495K 0.06% 223
2024
Q1 		– Sell
-1,232
Closed -$231K – 363
2023
Q4 		$231K Buy
+1,232
New +$198K 0.04% 339

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

Waterloo Capital's AXP Position: Q1 2026 in Review

Waterloo Capital reduced its American Express (AXP) stake by 9% in Q1 2026, selling an estimated $71.1K and leaving 2,138 shares worth $647K. The position accounts for 0.05% of the portfolio, ranked #264.

Waterloo Capital first reported a position in AXP in Q4 2023 and has held it in 8 quarters since. The position peaked at $869K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Waterloo Capital held 2,138 shares of American Express worth $647K as of Q1 2026.
  • Waterloo Capital sold 212 American Express shares in Q1 2026, an estimated $71.1K.
  • American Express made up 0.05% of Waterloo Capital's portfolio in Q1 2026, its #264 holding.
  • Waterloo Capital first reported a position in American Express in Q4 2023 and has held it in 8 quarters since.
  • Waterloo Capital's American Express position peaked at $869K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.