FCP
AXP icon

Fidelis Capital Partners’s American Express AXP Stock Holding History

Fidelis Capital Partners’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 		$1.94M Buy
6,414
+72
+1% +$24.1K 0.14% 131
2025
Q4 		$2.35M Buy
6,342
+1,163
+22% +$416K 0.17% 106
2025
Q3 		$1.72M Sell
5,179
-48
-0.9% -$15.3K 0.13% 133
2025
Q2 		$1.54M Buy
5,227
+399
+8% +$112K 0.14% 126
2025
Q1 		$1.28M Sell
4,828
-811
-14% -$240K 0.14% 124
2024
Q4 		$1.78M Buy
5,639
+1,655
+42% +$475K 0.18% 103
2024
Q3 		$1.08M Buy
3,984
+117
+3% +$29.1K 0.13% 143
2024
Q2 		$885K Sell
3,867
-193
-5% -$44.7K 0.13% 149
2024
Q1 		$924K Buy
4,060
+1,169
+40% +$242K 0.14% 138
2023
Q4 		$542K Buy
2,891
+435
+18% +$70K 0.12% 164
2023
Q3 		$366K Buy
2,456
+19
+0.8% +$3.11K 0.13% 160
2023
Q2 		$425K Buy
2,437
+130
+6% +$21K 0.15% 148
2023
Q1 		$352K Buy
+2,307
New +$383K 0.15% 154

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

Fidelis Capital Partners's AXP Position: Q1 2026 in Review

Fidelis Capital Partners increased its American Express (AXP) stake by 1.1% in Q1 2026, buying an estimated $24.1K and bringing the position to 6,414 shares worth $1.94M. The position accounts for 0.14% of the portfolio, ranked #131.

Fidelis Capital Partners first reported a position in AXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.35M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Fidelis Capital Partners held 6,414 shares of American Express worth $1.94M as of Q1 2026.
  • Fidelis Capital Partners bought 72 American Express shares in Q1 2026, an estimated $24.1K.
  • American Express made up 0.14% of Fidelis Capital Partners's portfolio in Q1 2026, its #131 holding.
  • Fidelis Capital Partners first reported a position in American Express in Q1 2023 and has held it in 13 quarters since.
  • Fidelis Capital Partners's American Express position peaked at $2.35M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.