Family Capital Management’s American Express AXP Stock Holding History

Family 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 Q2	$1.4M	Sell	4,144 -163	-4%	-$52.2K	0.54%	39
2026 Q1	$1.3M	Buy	4,307 +374	+10%	+$125K	0.58%	37
2025 Q4	$1.46M	Buy	3,933 +378	+11%	+$135K	0.65%	34
2025 Q3	$1.18M	Buy	3,555 +313	+10%	+$99.6K	0.56%	35
2025 Q2	$1.03M	Buy	3,242 +1,076	+50%	+$303K	0.54%	37
2025 Q1	$583K	Buy	2,166 +537	+33%	+$159K	0.36%	47
2024 Q4	$484K	Buy	1,629 +205	+14%	+$58.9K	0.29%	50
2024 Q3	$386K	Buy	1,424 +8	+0.6%	+$1.99K	0.25%	52
2024 Q2	$328K	Buy	1,416 +3	+0.2%	+$695	0.22%	52
2024 Q1	$322K	Buy	1,413 +31	+2%	+$6.43K	0.22%	50
2023 Q4	$259K	Sell	1,382 -454	-25%	-$73.1K	0.18%	53
2023 Q3	$274K	Sell	1,836 -4	-0.2%	-$654	0.18%	58
2023 Q2	$321K	Buy	1,840 +71	+4%	+$11.5K	0.2%	54
2023 Q1	$292K	Buy	1,769 +100	+6%	+$16.6K	0.13%	54
2022 Q4	$247K	Buy	+1,669	New	+$247K	0.16%	60

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Family Capital Management's AXP Position: Q2 2026 in Review

Family Capital Management reduced its American Express (AXP) stake by 3.8% in Q2 2026, selling an estimated $52.2K and leaving 4,144 shares worth $1.4M. The position accounts for 0.54% of the portfolio, ranked #39.

Family Capital Management first reported a position in AXP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q4 2025. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Family Capital Management held 4,144 shares of American Express worth $1.4M as of Q2 2026.
Family Capital Management sold 163 American Express shares in Q2 2026, an estimated $52.2K.
American Express made up 0.54% of Family Capital Management's portfolio in Q2 2026, its #39 holding.
Family Capital Management first reported a position in American Express in Q4 2022 and has held it in 15 quarters since.
Family Capital Management's American Express position peaked at $1.46M in Q4 2025.
3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Family Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.