Alpha Family Trust’s American Express AXP Stock Holding History

Alpha Family Trust’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	$395K	Hold	1,305	–	–	0.19%	95
2025 Q4	$483K	Hold	1,305	–	–	0.22%	78
2025 Q3	$433K	Hold	1,305	–	–	0.2%	87
2025 Q2	$416K	Hold	1,305	–	–	0.21%	92
2025 Q1	$351K	Hold	1,305	–	–	0.2%	95
2024 Q4	$387K	Hold	1,305	–	–	0.22%	75
2024 Q3	$354K	Hold	1,305	–	–	0.2%	92
2024 Q2	$302K	Hold	1,305	–	–	0.18%	101
2024 Q1	$297K	Hold	1,305	–	–	0.18%	107
2023 Q4	$244K	Buy	+1,305	New	+$210K	0.17%	120
2023 Q3	–	Sell	-1,305	Closed	-$227K	–	129
2023 Q2	$227K	Hold	1,305	–	–	0.16%	108
2023 Q1	$215K	Buy	+1,305	New	+$216K	0.17%	116

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

Alpha Family Trust's AXP Position: Q1 2026 in Review

Alpha Family Trust held its American Express (AXP) position steady in Q1 2026 at 1,305 shares worth $395K. The position accounts for 0.19% of the portfolio, ranked #95.

Alpha Family Trust first reported a position in AXP in Q1 2023 and has held it in 12 quarters since. The position peaked at $483K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Alpha Family Trust held 1,305 shares of American Express worth $395K as of Q1 2026.
Alpha Family Trust left its American Express share count unchanged in Q1 2026.
American Express made up 0.19% of Alpha Family Trust's portfolio in Q1 2026, its #95 holding.
Alpha Family Trust first reported a position in American Express in Q1 2023 and has held it in 12 quarters since.
Alpha Family Trust's American Express position peaked at $483K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.