Fairscale Capital’s American Express AXP Stock Holding History

Fairscale Capital’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	$127K	Hold	419	–	–	0.09%	126
2025 Q4	$155K	Hold	419	–	–	0.1%	113
2025 Q3	$139K	Hold	419	–	–	0.1%	111
2025 Q2	$126K	Hold	419	–	–	0.09%	117
2025 Q1	$113K	Hold	419	–	–	0.1%	109
2024 Q4	$124K	Hold	419	–	–	0.11%	103
2024 Q3	$114K	Hold	419	–	–	0.1%	112
2024 Q2	$105K	Buy	+419	New	+$97K	0.09%	112

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

Fairscale Capital's AXP Position: Q1 2026 in Review

Fairscale Capital held its American Express (AXP) position steady in Q1 2026 at 419 shares worth $127K. The position accounts for 0.09% of the portfolio, ranked #126.

Fairscale Capital first reported a position in AXP in Q2 2024 and has held it in 8 quarters since. The position peaked at $155K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Fairscale Capital held 419 shares of American Express worth $127K as of Q1 2026.
Fairscale Capital left its American Express share count unchanged in Q1 2026.
American Express made up 0.09% of Fairscale Capital's portfolio in Q1 2026, its #126 holding.
Fairscale Capital first reported a position in American Express in Q2 2024 and has held it in 8 quarters since.
Fairscale Capital's American Express position peaked at $155K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Fairscale Capital's 13F filing for Q1 2026, filed 11 May 2026.