Blalock Williams’s American Express AXP Stock Holding History

Blalock Williams’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	$670K	Buy	2,214 +1,615	+270%	+$541K	0.52%	53
2025 Q4	$222K	Buy	+599	New	+$214K	0.18%	122

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 $336B AUM 34.66% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Blalock Williams's AXP Position: Q1 2026 in Review

Blalock Williams increased its American Express (AXP) stake by 270% in Q1 2026, buying an estimated $541K and bringing the position to 2,214 shares worth $670K. The position accounts for 0.52% of the portfolio, ranked #53.

Blalock Williams first reported a position in AXP in Q4 2025 and has held it in 2 quarters since. 2,891 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Blalock Williams held 2,214 shares of American Express worth $670K as of Q1 2026.
Blalock Williams bought 1,615 American Express shares in Q1 2026, an estimated $541K.
American Express made up 0.52% of Blalock Williams's portfolio in Q1 2026, its #53 holding.
Blalock Williams first reported a position in American Express in Q4 2025 and has held it in 2 quarters since.
2,891 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.