F/M Investments’s American Express AXP Stock Holding History

F/M Investments’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	$786K	Sell	2,598 -18,400	-88%	-$6.17M	0.05%	193
2025 Q4	$7.77M	Sell	20,998 -805	-4%	-$288K	0.3%	81
2025 Q3	$7.24M	Sell	21,803 -302	-1%	-$96.1K	0.28%	88
2025 Q2	$7.05M	Buy	22,105 +328	+2%	+$92.3K	0.26%	79
2025 Q1	$5.86M	Buy	21,777 +2,732	+14%	+$808K	0.23%	85
2024 Q4	$5.65M	Buy	19,045 +1,456	+8%	+$418K	0.21%	103
2024 Q3	$4.77M	Sell	17,589 -10,868	-38%	-$2.71M	0.15%	170
2024 Q2	$6.59M	Buy	+28,457	New	+$6.59M	0.24%	138
2023 Q3	–	Sell	-9,028	Closed	-$1.57M	–	74
2023 Q2	$1.57M	Buy	+9,028	New	+$1.46M	1.16%	33
2022 Q3	–	Sell	-13,111	Closed	-$2.17M	–	41
2022 Q2	$2.17M	Buy	+13,111	New	+$2.17M	1.71%	28
2021 Q4	–	Sell	-13,123	Closed	-$2.2M	–	80
2021 Q3	$2.2M	Buy	13,123 +12	+0.1%	+$2.01K	1.57%	28
2021 Q2	$2.17M	Buy	+13,111	New	+$2.05M	1.71%	28

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

F/M Investments's AXP Position: Q1 2026 in Review

F/M Investments reduced its American Express (AXP) stake by 88% in Q1 2026, selling an estimated $6.17M and leaving 2,598 shares worth $786K. The position accounts for 0.05% of the portfolio, ranked #193.

F/M Investments first reported a position in AXP in Q2 2021 and has held it in 12 quarters since. The position peaked at $7.77M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

F/M Investments held 2,598 shares of American Express worth $786K as of Q1 2026.
F/M Investments sold 18,400 American Express shares in Q1 2026, an estimated $6.17M.
American Express made up 0.05% of F/M Investments's portfolio in Q1 2026, its #193 holding.
F/M Investments first reported a position in American Express in Q2 2021 and has held it in 12 quarters since.
F/M Investments's American Express position peaked at $7.77M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.