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CVA Family Office’s American Express AXP Stock Holding History

CVA 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 		$433K Buy
1,432
+103
+8% +$34.5K 0.05% 196
2025
Q4 		$492K Buy
1,329
+22
+2% +$7.87K 0.06% 173
2025
Q3 		$434K Buy
1,307
+104
+9% +$33.1K 0.06% 190
2025
Q2 		$384K Buy
1,203
+55
+5% +$15.5K 0.05% 199
2025
Q1 		$309K Sell
1,148
-9
-0.8% -$2.66K 0.05% 209
2024
Q4 		$343K Buy
1,157
+99
+9% +$28.4K 0.05% 200
2024
Q3 		$287K Sell
1,058
-89
-8% -$22.2K 0.05% 207
2024
Q2 		$266K Buy
1,147
+14
+1% +$3.24K 0.05% 204
2024
Q1 		$258K Buy
1,133
+42
+4% +$8.71K 0.05% 209
2023
Q4 		$204K Buy
+1,091
New +$176K 0.04% 234
2023
Q3 		– Sell
-1,227
Closed -$214K – 289
2023
Q2 		$214K Sell
1,227
-60
-5% -$9.68K 0.04% 212
2023
Q1 		$212K Sell
1,287
-153
-11% -$25.4K 0.05% 216
2022
Q4 		$213K Buy
1,440
+220
+18% +$32.6K 0.05% 203
2022
Q3 		$165K Buy
1,220
+295
+32% +$44.7K 0.04% 190
2022
Q2 		$128K Sell
925
-135
-13% -$22.3K 0.03% 214
2022
Q1 		$198K Sell
1,060
-79
-7% -$14.3K 0.05% 177
2021
Q4 		$186K Buy
1,139
+915
+408% +$156K 0.05% 173
2021
Q3 		$22K Sell
224
-955
-81% -$160K 0.02% 253
2021
Q2 		$195K Buy
1,179
+520
+79% +$81.4K 0.06% 160
2021
Q1 		$93K Buy
659
+435
+194% +$57.5K 0.04% 187
2020
Q4 		$27K Hold
224
– – 0.02% 245
2020
Q3 		$22K Hold
224
– – 0.02% 253
2020
Q2 		$21K Hold
224
– – 0.02% 213
2020
Q1 		$19K Buy
+224
New +$26.1K 0.02% 201

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

CVA Family Office increased its American Express (AXP) stake by 7.8% in Q1 2026, buying an estimated $34.5K and bringing the position to 1,432 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #196.

CVA Family Office first reported a position in AXP in Q1 2020 and has held it in 24 quarters since. The position peaked at $492K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • CVA Family Office held 1,432 shares of American Express worth $433K as of Q1 2026.
  • CVA Family Office bought 103 American Express shares in Q1 2026, an estimated $34.5K.
  • American Express made up 0.05% of CVA Family Office's portfolio in Q1 2026, its #196 holding.
  • CVA Family Office first reported a position in American Express in Q1 2020 and has held it in 24 quarters since.
  • CVA Family Office's American Express position peaked at $492K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.