CFO Capital Management’s American Express AXP Stock Holding History

CFO Capital Management’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	-589	Closed	-$218K	–	105
2025 Q4	$218K	Buy	+589	New	+$211K	0.16%	109

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T 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

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

CFO Capital Management's AXP Position: Q1 2026 in Review

CFO Capital Management sold out of American Express (AXP) in Q1 2026, closing a stake of 589 shares — an estimated $218K sold.

CFO Capital Management first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 2,898 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

CFO Capital Management reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
CFO Capital Management sold 589 American Express shares in Q1 2026, an estimated $218K.
CFO Capital Management first reported a position in American Express in Q4 2025 and held it in 1 quarter.
CFO Capital Management's American Express position peaked at $218K in Q4 2025.
2,898 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.