Biltmore Family Office’s American Express AXP Stock Holding History

Biltmore Family Office’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	-602	Closed	-$223K	–	328
2025 Q4	$223K	Sell	602 -12	-2%	-$4.29K	0.03%	217
2025 Q3	$204K	Sell	614 -13	-2%	-$4.13K	0.03%	215
2025 Q2	$200K	Sell	627 -150	-19%	-$42.2K	0.03%	212
2025 Q1	$209K	Buy	+777	New	+$230K	0.04%	201
2020 Q1	–	Sell	-66,000	Closed	-$8.22M	–	173
2019 Q4	$8.22M	Hold	66,000	–	–	3.3%	3
2019 Q3	$7.81M	Buy	66,000 +33,000	+100%	+$4.05M	3.37%	3
2019 Q2	$4.07M	Hold	33,000	–	–	2.21%	12
2019 Q1	$3.61M	Hold	33,000	–	–	1.83%	16
2018 Q4	$3.15M	Hold	33,000	–	–	1.78%	15
2018 Q3	$3.51M	Hold	33,000	–	–	1.67%	19
2018 Q2	$3.23M	Hold	33,000	–	–	1.61%	17
2018 Q1	$3.08M	Hold	33,000	–	–	1.37%	22
2017 Q4	$3.28M	Buy	+33,000	New	+$3.14M	1.48%	21

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

Biltmore Family Office's AXP Position: Q1 2026 in Review

Biltmore Family Office sold out of American Express (AXP) in Q1 2026, closing a stake of 602 shares — an estimated $223K sold.

Biltmore Family Office first reported a position in AXP in Q4 2017 and held it in 13 quarters. The position peaked at $8.22M in Q4 2019. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Biltmore Family Office reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Biltmore Family Office sold 602 American Express shares in Q1 2026, an estimated $223K.
Biltmore Family Office first reported a position in American Express in Q4 2017 and held it in 13 quarters.
Biltmore Family Office's American Express position peaked at $8.22M in Q4 2019.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.