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Avalon Trust’s American Express AXP Stock Holding History

Avalon 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 		$30.2K Sell
100
-139
-58% -$46.6K ﹤0.01% 337
2025
Q4 		$88.4K Sell
239
-14
-6% -$5.01K 0.01% 216
2025
Q3 		$84K Buy
253
+14
+6% +$4.45K 0.01% 252
2025
Q2 		$76.2K Sell
239
-130
-35% -$36.6K 0.01% 218
2025
Q1 		$99.3K Sell
369
-265
-42% -$78.3K 0.01% 186
2024
Q4 		$188K Buy
634
+39
+7% +$11.2K 0.01% 127
2024
Q3 		$161K Sell
595
-66
-10% -$16.4K 0.01% 136
2024
Q2 		$153K Sell
661
-90
-12% -$20.8K 0.01% 140
2024
Q1 		$171K Hold
751
– – 0.01% 143
2023
Q4 		$141K Buy
751
+66
+10% +$10.6K 0.01% 142
2023
Q3 		$102K Hold
685
– – 0.01% 151
2023
Q2 		$119K Buy
685
+290
+73% +$46.8K 0.01% 150
2023
Q1 		$65.2K Buy
+395
New +$65.5K 0.01% 182

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

Avalon Trust's AXP Position: Q1 2026 in Review

Avalon Trust reduced its American Express (AXP) stake by 58% in Q1 2026, selling an estimated $46.6K and leaving 100 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Avalon Trust first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $188K in Q4 2024. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Avalon Trust held 100 shares of American Express worth $30.2K as of Q1 2026.
  • Avalon Trust sold 139 American Express shares in Q1 2026, an estimated $46.6K.
  • American Express made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #337 holding.
  • Avalon Trust first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
  • Avalon Trust's American Express position peaked at $188K in Q4 2024.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.