Boston Family Office’s American Express AXP Stock Holding History

Boston 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	$5.12M	Buy	16,935 +4,025	+31%	+$1.35M	0.34%	73
2025 Q4	$4.78M	Sell	12,910 -195	-1%	-$69.8K	0.3%	76
2025 Q3	$4.35M	Sell	13,105 -25	-0.2%	-$7.95K	0.28%	82
2025 Q2	$4.19M	Sell	13,130 -70	-0.5%	-$19.7K	0.28%	79
2025 Q1	$3.55M	Buy	13,200 +1,800	+16%	+$532K	0.25%	85
2024 Q4	$3.38M	Sell	11,400 -30	-0.3%	-$8.62K	0.23%	87
2024 Q3	$3.1M	Hold	11,430	–	–	0.21%	92
2024 Q2	$2.65M	Sell	11,430 -150	-1%	-$34.7K	0.19%	95
2024 Q1	$2.64M	Sell	11,580 -2,022	-15%	-$419K	0.19%	93
2023 Q4	$2.55M	Sell	13,602 -110	-0.8%	-$17.7K	0.19%	93
2023 Q3	$2.05M	Sell	13,712 -50	-0.4%	-$8.18K	0.17%	107
2023 Q2	$2.4M	Buy	13,762 +720	+6%	+$116K	0.18%	99
2023 Q1	$2.15M	Buy	13,042 +100	+0.8%	+$16.6K	0.17%	105
2022 Q4	$1.91M	Hold	12,942	–	–	0.16%	111
2022 Q3	$1.75M	Hold	12,942	–	–	0.16%	111
2022 Q2	$1.79M	Buy	12,942 +1,079	+9%	+$178K	0.15%	114
2022 Q1	$2.22M	Buy	11,863 +1,250	+12%	+$226K	0.16%	110
2021 Q4	$1.74M	Hold	10,613	–	–	0.11%	126
2021 Q3	$1.78M	Sell	10,613 -3,000	-22%	-$502K	0.13%	124
2021 Q2	$2.25M	Sell	13,613 -50	-0.4%	-$7.83K	0.16%	111
2021 Q1	$1.93M	Sell	13,663 -2,000	-13%	-$264K	0.15%	117
2020 Q4	$1.89M	Sell	15,663 -462	-3%	-$51.2K	0.15%	115
2020 Q3	$1.62M	Sell	16,125 -193	-1%	-$19K	0.15%	114
2020 Q2	$1.55M	Hold	16,318	–	–	0.15%	118
2020 Q1	$1.4M	Sell	16,318 -2,000	-11%	-$233K	0.17%	113
2019 Q4	$2.28M	Hold	18,318	–	–	0.22%	102
2019 Q3	$2.17M	Sell	18,318 -50	-0.3%	-$6.13K	0.22%	100
2019 Q2	$2.27M	Hold	18,368	–	–	0.24%	98
2019 Q1	$2.01M	Sell	18,368 -923	-5%	-$97K	0.22%	104
2018 Q4	$1.84M	Sell	19,291 -50	-0.3%	-$5.23K	0.23%	107
2018 Q3	$2.06M	Sell	19,341 -135	-0.7%	-$14K	0.22%	109
2018 Q2	$1.91M	Sell	19,476 -150	-0.8%	-$14.7K	0.22%	113
2018 Q1	$1.83M	Sell	19,626 -888	-4%	-$86K	0.21%	117
2017 Q4	$2.04M	Sell	20,514 -4,929	-19%	-$469K	0.22%	115
2017 Q3	$2.3M	Sell	25,443 -115	-0.4%	-$9.88K	0.26%	106
2017 Q2	$2.15M	Hold	25,558	–	–	0.25%	106
2017 Q1	$2.02M	Sell	25,558 -75	-0.3%	-$5.86K	0.25%	103
2016 Q4	$1.9M	Sell	25,633 -225	-0.9%	-$15.6K	0.25%	104
2016 Q3	$1.66M	Hold	25,858	–	–	0.21%	115
2016 Q2	$1.57M	Sell	25,858 -1,465	-5%	-$92.8K	0.2%	117
2016 Q1	$1.68M	Sell	27,323 -1,350	-5%	-$78.5K	0.22%	117
2015 Q4	$1.99M	Sell	28,673 -1,196	-4%	-$87K	0.27%	107
2015 Q3	$2.21M	Buy	29,869 +780	+3%	+$60K	0.31%	94
2015 Q2	$2.26M	Sell	29,089 -1,075	-4%	-$85.3K	0.28%	98
2015 Q1	$2.36M	Sell	30,164 -1,100	-4%	-$91.4K	0.29%	97
2014 Q4	$2.91M	Buy	31,264 +785	+3%	+$70.4K	0.36%	85
2014 Q3	$2.67M	Hold	30,479	–	–	0.34%	84
2014 Q2	$2.89M	Buy	30,479 +519	+2%	+$46.8K	0.37%	82
2014 Q1	$2.7M	Sell	29,960 -520	-2%	-$46.5K	0.36%	86
2013 Q4	$2.77M	Sell	30,480 -100	-0.3%	-$8.21K	0.36%	84
2013 Q3	$2.31M	Sell	30,580 -225	-0.7%	-$16.9K	0.33%	87
2013 Q2	$2.3M	Buy	+30,805	New	+$2.19M	0.35%	83

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

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

Boston Family Office increased its American Express (AXP) stake by 31% in Q1 2026, buying an estimated $1.35M and bringing the position to 16,935 shares worth $5.12M. The position accounts for 0.34% of the portfolio, ranked #73.

Boston Family Office first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Boston Family Office held 16,935 shares of American Express worth $5.12M as of Q1 2026.
Boston Family Office bought 4,025 American Express shares in Q1 2026, an estimated $1.35M.
American Express made up 0.34% of Boston Family Office's portfolio in Q1 2026, its #73 holding.
Boston Family Office first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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