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Allred Capital Management’s American Express AXP Stock Holding History

Allred 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
Q1 		$504K Buy
1,666
+71
+4% +$23.8K 0.18% 100
2025
Q4 		$590K Buy
1,595
+2
+0.1% +$716 0.21% 90
2025
Q3 		$529K Buy
1,593
+2
+0.1% +$636 0.18% 109
2025
Q2 		$508K Sell
1,591
-198
-11% -$55.7K 0.19% 99
2025
Q1 		$481K Buy
1,789
+1
+0.1% +$296 0.19% 103
2024
Q4 		$531K Buy
1,788
+2
+0.1% +$575 0.21% 102
2024
Q3 		$484K Buy
1,786
+2
+0.1% +$498 0.19% 106
2024
Q2 		$413K Sell
1,784
-53
-3% -$12.3K 0.16% 121
2024
Q1 		$418K Buy
1,837
+57
+3% +$11.8K 0.16% 122
2023
Q4 		$334K Buy
1,780
+2
+0.1% +$322 0.15% 130
2023
Q3 		$265K Sell
1,778
-1
-0.1% -$164 0.13% 131
2023
Q2 		$310K Sell
1,779
-146
-8% -$23.6K 0.15% 117
2023
Q1 		$318K Sell
1,925
-95
-5% -$15.8K 0.17% 112
2022
Q4 		$299K Buy
2,020
+251
+14% +$37.2K 0.16% 115
2022
Q3 		$238K Hold
1,769
– – 0.15% 130
2022
Q2 		$245K Sell
1,769
-128
-7% -$21.1K 0.15% 134
2022
Q1 		$354K Sell
1,897
-70
-4% -$12.6K 0.19% 120
2021
Q4 		$321K Sell
1,967
-8
-0.4% -$1.36K 0.16% 141
2021
Q3 		$331K Sell
1,975
-262
-12% -$43.8K 0.17% 135
2021
Q2 		$369K Sell
2,237
-14
-0.6% -$2.19K 0.18% 130
2021
Q1 		$318K Buy
2,251
+47
+2% +$6.21K 0.14% 145
2020
Q4 		$266K Sell
2,204
-186
-8% -$20.6K 0.15% 146
2020
Q3 		$239K Sell
2,390
-300
-11% -$29.5K 0.14% 140
2020
Q2 		$256K Buy
2,690
+115
+4% +$10.6K 0.16% 127
2020
Q1 		$220K Sell
2,575
-503
-16% -$58.5K 0.17% 125
2019
Q4 		$383K Sell
3,078
-38
-1% -$4.54K 0.21% 98
2019
Q3 		$363K Sell
3,116
-548
-15% -$67.2K 0.22% 110
2019
Q2 		$458K Buy
3,664
+41
+1% +$4.82K 0.26% 103
2019
Q1 		$402K Buy
3,623
+186
+5% +$19.5K 0.23% 117
2018
Q4 		$327K Buy
+3,437
New +$360K 0.22% 118

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

Allred Capital Management's AXP Position: Q1 2026 in Review

Allred Capital Management increased its American Express (AXP) stake by 4.5% in Q1 2026, buying an estimated $23.8K and bringing the position to 1,666 shares worth $504K. The position accounts for 0.18% of the portfolio, ranked #100.

Allred Capital Management first reported a position in AXP in Q4 2018 and has held it in 30 quarters since. The position peaked at $590K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Allred Capital Management held 1,666 shares of American Express worth $504K as of Q1 2026.
  • Allred Capital Management bought 71 American Express shares in Q1 2026, an estimated $23.8K.
  • American Express made up 0.18% of Allred Capital Management's portfolio in Q1 2026, its #100 holding.
  • Allred Capital Management first reported a position in American Express in Q4 2018 and has held it in 30 quarters since.
  • Allred Capital Management's American Express position peaked at $590K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.