AFT
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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
Q2 		$441K Hold
1,305
– – 0.18% 91
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Alpha Family Trust's AXP Position: Q2 2026 in Review

Alpha Family Trust held its American Express (AXP) position steady in Q2 2026 at 1,305 shares worth $441K. The position accounts for 0.18% of the portfolio, ranked #91.

Alpha Family Trust first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $483K in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Alpha Family Trust held 1,305 shares of American Express worth $441K as of Q2 2026.
  • Alpha Family Trust left its American Express share count unchanged in Q2 2026.
  • American Express made up 0.18% of Alpha Family Trust's portfolio in Q2 2026, its #91 holding.
  • Alpha Family Trust first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
  • Alpha Family Trust's American Express position peaked at $483K in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.