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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
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
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

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

Family Capital Management increased its American Express (AXP) stake by 9.5% in Q1 2026, buying an estimated $125K and bringing the position to 4,307 shares worth $1.3M. The position accounts for 0.58% of the portfolio, ranked #37.

Family Capital Management first reported a position in AXP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.46M in Q4 2025. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Family Capital Management held 4,307 shares of American Express worth $1.3M as of Q1 2026.
  • Family Capital Management bought 374 American Express shares in Q1 2026, an estimated $125K.
  • American Express made up 0.58% of Family Capital Management's portfolio in Q1 2026, its #37 holding.
  • Family Capital Management first reported a position in American Express in Q4 2022 and has held it in 14 quarters since.
  • Family Capital Management's American Express position peaked at $1.46M in Q4 2025.
  • 2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.