Avalon Capital Management’s American Express AXP Stock Holding History

Avalon 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	–	Sell	-882	Closed	-$326K	–	125
2025 Q4	$326K	Sell	882 -1,052	-54%	-$376K	0.08%	105
2025 Q3	$642K	Sell	1,934 -84	-4%	-$26.7K	0.16%	72
2025 Q2	$644K	Buy	+2,018	New	+$568K	0.17%	76
2014 Q1	–	Sell	-13,495	Closed	-$1.22M	–	96
2013 Q4	$1.22M	Buy	+13,495	New	+$1.11M	1.03%	32

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

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

Avalon Capital Management sold out of American Express (AXP) in Q1 2026, closing a stake of 882 shares — an estimated $326K sold.

Avalon Capital Management first reported a position in AXP in Q4 2013 and held it in 4 quarters. The position peaked at $1.22M in Q4 2013. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Avalon Capital Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Avalon Capital Management sold 882 American Express shares in Q1 2026, an estimated $326K.
Avalon Capital Management first reported a position in American Express in Q4 2013 and held it in 4 quarters.
Avalon Capital Management's American Express position peaked at $1.22M in Q4 2013.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Avalon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.