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 Q2	$207K	Buy	+613	New	+$196K	0.03%	253
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Biltmore Family Office's AXP Position: Q2 2026 in Review

Biltmore Family Office opened a new position in American Express (AXP) in Q2 2026: 613 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #253 among its holdings. This is a return to the name: Biltmore Family Office previously reported a position in AXP as recently as Q4 2025.

Biltmore Family Office first reported a position in AXP in Q4 2017 and has held it in 14 quarters since. The position peaked at $8.22M in Q4 2019. 3,010 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Biltmore Family Office held 613 shares of American Express worth $207K as of Q2 2026.
American Express was a new Biltmore Family Office position in Q2 2026.
American Express made up 0.03% of Biltmore Family Office's portfolio in Q2 2026, its #253 holding.
Biltmore Family Office first reported a position in American Express in Q4 2017 and has held it in 14 quarters since.
Biltmore Family Office's American Express position peaked at $8.22M in Q4 2019.
3,010 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.