Act Two Investors’s American Express AXP Stock Holding History

Act Two Investors’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	$296K	Hold	979	–	–	0.07%	34
2025 Q4	$362K	Hold	979	–	–	0.07%	36
2025 Q3	$325K	Sell	979 -81	-8%	-$25.8K	0.06%	38
2025 Q2	$338K	Hold	1,060	–	–	0.07%	35
2025 Q1	$285K	Sell	1,060 -585	-36%	-$173K	0.06%	38
2024 Q4	$488K	Hold	1,645	–	–	0.1%	40
2024 Q3	$446K	Hold	1,645	–	–	0.08%	39
2024 Q2	$381K	Hold	1,645	–	–	0.08%	43
2024 Q1	$375K	Hold	1,645	–	–	0.08%	44
2023 Q4	$308K	Buy	+1,645	New	+$265K	0.07%	43

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

Act Two Investors's AXP Position: Q1 2026 in Review

Act Two Investors held its American Express (AXP) position steady in Q1 2026 at 979 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #34.

Act Two Investors first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $488K in Q4 2024. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Act Two Investors held 979 shares of American Express worth $296K as of Q1 2026.
Act Two Investors left its American Express share count unchanged in Q1 2026.
American Express made up 0.07% of Act Two Investors's portfolio in Q1 2026, its #34 holding.
Act Two Investors first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
Act Two Investors's American Express position peaked at $488K in Q4 2024.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Act Two Investors's 13F filing for Q1 2026, filed 8 May 2026.