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Family Management’s American Express AXP Stock Holding History

Family 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 		$7.47M Sell
22,083
-132
-0.6% -$42.3K 0.77% 28
2026
Q1 		$6.72M Buy
22,215
+25
+0.1% +$8.38K 0.81% 25
2025
Q4 		$8.21M Buy
22,190
+2
+0% +$716 1.04% 23
2025
Q3 		$7.37M Sell
22,188
-2
-0% -$636 1.01% 22
2025
Q2 		$7.08M Buy
22,190
+11
+0% +$3.1K 1.06% 23
2025
Q1 		$5.97M Sell
22,179
-12,152
-35% -$3.59M 0.98% 24
2024
Q4 		$10.2M Buy
34,331
+12,152
+55% +$3.49M 1.64% 16
2024
Q3 		$6.01M Buy
22,179
+4
+0% +$996 0.99% 22
2024
Q2 		$5.13M Buy
22,175
+5
+0% +$1.16K 0.9% 25
2024
Q1 		$5.05M Hold
22,170
– – 0.93% 26
2023
Q4 		$4.15M Hold
22,170
– – 0.86% 26
2023
Q3 		$3.31M Buy
22,170
+29
+0.1% +$4.74K 0.75% 29
2023
Q2 		$3.86M Hold
22,141
– – 0.84% 30
2023
Q1 		$3.65M Sell
22,141
-45
-0.2% -$7.46K 0.84% 30
2022
Q4 		$3.28M Sell
22,186
-22
-0.1% -$3.26K 0.8% 32
2022
Q3 		$3M Hold
22,208
– – 0.77% 35
2022
Q2 		$3.08M Sell
22,208
-403
-2% -$66.6K 0.83% 38
2022
Q1 		$4.23M Buy
22,611
+22
+0.1% +$3.97K 1.17% 25
2021
Q4 		$3.7M Buy
22,589
+250
+1% +$42.6K 0.96% 35
2021
Q3 		$3.74M Sell
22,339
-1,422
-6% -$238K 1.03% 33
2021
Q2 		$3.93M Buy
+23,761
New +$3.72M 1.04% 30
2018
Q2 		– Sell
-35,965
Closed -$3.35M – 77
2018
Q1 		$3.35M Sell
35,965
-1,243
-3% -$120K 2.52% 19
2017
Q4 		$3.69M Sell
37,208
-2,017
-5% -$192K 2.58% 20
2017
Q3 		$3.55M Buy
39,225
+50
+0.1% +$4.3K 2.43% 22
2017
Q2 		$3.3M Buy
39,175
+16,530
+73% +$1.31M 2.27% 24
2017
Q1 		$1.79M Sell
22,645
-1,226
-5% -$95.8K 1.23% 26
2016
Q4 		$1.77M Buy
+23,871
New +$1.65M 1.21% 28

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Family Management's AXP Position: Q2 2026 in Review

Family Management reduced its American Express (AXP) stake by 0.59% in Q2 2026, selling an estimated $42.3K and leaving 22,083 shares worth $7.47M. The position accounts for 0.77% of the portfolio, ranked #28.

Family Management first reported a position in AXP in Q4 2016 and has held it in 27 quarters since. The position peaked at $10.2M in Q4 2024. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Family Management held 22,083 shares of American Express worth $7.47M as of Q2 2026.
  • Family Management sold 132 American Express shares in Q2 2026, an estimated $42.3K.
  • American Express made up 0.77% of Family Management's portfolio in Q2 2026, its #28 holding.
  • Family Management first reported a position in American Express in Q4 2016 and has held it in 27 quarters since.
  • Family Management's American Express position peaked at $10.2M in Q4 2024.
  • 2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.