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Family Capital Trust’s American Express AXP Stock Holding History

Family Capital Trust’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 		$3.83M Hold
11,318
– – 1.25% 28
2026
Q1 		$3.42M Sell
11,318
-4
-0% -$1.34K 1.24% 28
2025
Q4 		$4.19M Sell
11,322
-125
-1% -$44.7K 1.37% 23
2025
Q3 		$3.8M Sell
11,447
-25,233
-69% -$8.03M 1.27% 27
2025
Q2 		$11.7M Sell
36,680
-341
-0.9% -$96K 4.05% 6
2025
Q1 		$9.96M Sell
37,021
-157
-0.4% -$46.4K 3.57% 8
2024
Q4 		$11M Sell
37,178
-2,457
-6% -$706K 3.74% 8
2024
Q3 		$10.7M Sell
39,635
-158
-0.4% -$39.3K 3.45% 7
2024
Q2 		$9.21M Sell
39,793
-1,802
-4% -$417K 3.01% 9
2024
Q1 		$9.47M Sell
41,595
-1,759
-4% -$365K 3.25% 7
2023
Q4 		$8.12M Sell
43,354
-28
-0.1% -$4.51K 2.56% 9
2023
Q3 		$6.47M Sell
43,382
-76
-0.2% -$12.4K 2.29% 13
2023
Q2 		$7.57M Sell
43,458
-13
-0% -$2.1K 2.64% 9
2023
Q1 		$7.17M Sell
43,471
-938
-2% -$156K 2.78% 8
2022
Q4 		$6.56M Sell
44,409
-211
-0.5% -$31.3K 2.66% 12
2022
Q3 		$6.02M Sell
44,620
-90
-0.2% -$13.6K 2.76% 11
2022
Q2 		$6.2M Sell
44,710
-1,343
-3% -$222K 2.46% 14
2022
Q1 		$8.61M Sell
46,053
-143
-0.3% -$25.8K 2.8% 8
2021
Q4 		$7.56M Sell
46,196
-211
-0.5% -$36K 2.11% 12
2021
Q3 		$7.78M Sell
46,407
-429
-0.9% -$71.7K 2.22% 10
2021
Q2 		$7.74M Sell
46,836
-732
-2% -$115K 2.19% 10
2021
Q1 		$6.73M Buy
47,568
+53
+0.1% +$7K 2.11% 12
2020
Q4 		$5.75M Hold
47,515
– – 1.78% 17
2020
Q3 		$4.76M Sell
47,515
-248
-0.5% -$24.4K 1.55% 20
2020
Q2 		$4.55M Buy
47,763
+1,385
+3% +$128K 1.62% 18
2020
Q1 		$5.1M Sell
46,378
-58
-0.1% -$6.75K 1.99% 15
2019
Q4 		$5.78M Sell
46,436
-10
-0% -$1.2K 2.18% 12
2019
Q3 		$5.49M Sell
46,446
-291
-0.6% -$35.7K 2.25% 14
2019
Q2 		$5.77M Sell
46,737
-1,197
-2% -$141K 2.31% 11
2019
Q1 		$5.24M Sell
47,934
-927
-2% -$97.4K 2.21% 11
2018
Q4 		$4.66M Sell
48,861
-1,928
-4% -$202K 2.25% 10
2018
Q3 		$5.41M Sell
50,789
-1,514
-3% -$157K 2.26% 9
2018
Q2 		$5.13M Sell
52,303
-703
-1% -$69.1K 2.28% 8
2018
Q1 		$4.94M Sell
53,006
-801
-1% -$77.6K 2.26% 11
2017
Q4 		$5.34M Sell
53,807
-890
-2% -$84.8K 2.51% 11
2017
Q3 		$4.95M Sell
54,697
-407
-0.7% -$35K 2.5% 11
2017
Q2 		$4.64M Sell
55,104
-825
-1% -$65.3K 2.4% 13
2017
Q1 		$4.43M Sell
55,929
-710
-1% -$55.5K 2.35% 17
2016
Q4 		$4.2M Buy
56,639
+342
+0.6% +$23.7K 2.42% 15
2016
Q3 		$3.6M Buy
56,297
+135
+0.2% +$8.67K 2.04% 20
2016
Q2 		$3.41M Sell
56,162
-1,900
-3% -$120K 2.02% 20
2016
Q1 		$3.56M Buy
58,062
+3,514
+6% +$204K 2.07% 17
2015
Q4 		$3.79M Buy
54,548
+34,229
+168% +$2.49M 2.07% 15
2015
Q3 		$1.51M Sell
20,319
-37,092
-65% -$2.85M 0.87% 23
2015
Q2 		$4.46M Buy
57,411
+12,023
+26% +$954K 2.5% 12
2015
Q1 		$3.55M Buy
45,388
+224
+0.5% +$18.6K 1.96% 17
2014
Q4 		$4.2M Buy
45,164
+1,775
+4% +$159K 2.19% 14
2014
Q3 		$3.8M Buy
43,389
+24,985
+136% +$2.25M 2.09% 13
2014
Q2 		$1.75M Hold
18,404
– – 0.9% 33
2014
Q1 		$1.66M Hold
18,404
– – 0.9% 32
2013
Q4 		$1.67M Hold
18,404
– – 0.91% 32
2013
Q3 		$1.39M Hold
18,404
– – 0.84% 39
2013
Q2 		$1.38M Buy
+18,404
New +$1.31M 0.88% 38

Other funds holding AXP

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Family Capital Trust held its American Express (AXP) position steady in Q2 2026 at 11,318 shares worth $3.83M. The position accounts for 1.25% of the portfolio, ranked #28.

Family Capital Trust first reported a position in AXP in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.7M in Q2 2025. 1,403 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Family Capital Trust held 11,318 shares of American Express worth $3.83M as of Q2 2026.
  • Family Capital Trust left its American Express share count unchanged in Q2 2026.
  • American Express made up 1.25% of Family Capital Trust's portfolio in Q2 2026, its #28 holding.
  • Family Capital Trust first reported a position in American Express in Q2 2013 and has held it in 53 quarters since.
  • Family Capital Trust's American Express position peaked at $11.7M in Q2 2025.
  • 1,403 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.