Y-Intercept (HK)’s American Express AXP Stock Holding History

Y-Intercept (HK)’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 Q3	$4.02M	Buy	13,227 +8,353	+171%	+$2.79M	0.09%	310
2026 Q2	$1.65M	Buy	4,874 +2,851	+141%	+$913K	0.03%	815
2026 Q1	$612K	Sell	2,023 -11,545	-85%	-$3.87M	0.01%	1208
2025 Q4	$5.02M	Buy	+13,568	New	+$4.86M	0.11%	229
2025 Q2	–	Sell	-4,387	Closed	-$1.18M	–	1630
2025 Q1	$1.18M	Buy	+4,387	New	+$1.3M	0.08%	348
2024 Q3	–	Sell	-5,201	Closed	-$1.2M	–	1307
2024 Q2	$1.2M	Buy	+5,201	New	+$1.2M	0.07%	410
2023 Q4	–	Sell	-16,845	Closed	-$2.51M	–	1226
2023 Q3	$2.51M	Buy	+16,845	New	+$2.76M	0.25%	101
2023 Q2	–	Sell	-20,636	Closed	-$3.4M	–	1264
2023 Q1	$3.4M	Buy	+20,636	New	+$3.42M	0.4%	26
2022 Q4	–	Sell	-24,122	Closed	-$3.25M	–	996
2022 Q3	$3.25M	Sell	24,122 -12,655	-34%	-$1.92M	0.33%	57
2022 Q2	$5.1M	Buy	36,777 +33,655	+1,078%	+$5.56M	0.67%	16
2022 Q1	$584K	Sell	3,122 -9,688	-76%	-$1.75M	0.13%	216
2021 Q4	$2.1M	Buy	12,810 +8,029	+168%	+$1.37M	0.5%	31
2021 Q3	$801K	Buy	+4,781	New	+$799K	0.15%	225
2021 Q1	–	Sell	-7,322	Closed	-$874K	–	619
2020 Q4	$874K	Buy	+7,322	New	+$811K	0.37%	56

Other funds holding AXP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Y-Intercept (HK)'s AXP Position: Q3 2026 in Review

Y-Intercept (HK) increased its American Express (AXP) stake by 171% in Q3 2026, buying an estimated $2.79M and bringing the position to 13,227 shares worth $4.02M. The position accounts for 0.09% of the portfolio, ranked #310.

Y-Intercept (HK) first reported a position in AXP in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.1M in Q2 2022. 1,937 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Y-Intercept (HK) held 13,227 shares of American Express worth $4.02M as of Q3 2026.
Y-Intercept (HK) bought 8,353 American Express shares in Q3 2026, an estimated $2.79M.
American Express made up 0.09% of Y-Intercept (HK)'s portfolio in Q3 2026, its #310 holding.
Y-Intercept (HK) first reported a position in American Express in Q4 2020 and has held it in 14 quarters since.
Y-Intercept (HK)'s American Express position peaked at $5.1M in Q2 2022.
1,937 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.