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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
Q2 		$2.25M Buy
6,639
+225
+4% +$72K 0.13% 130
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 $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 $3.38T AUM 44.17% 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

Fidelis Capital Partners's AXP Position: Q2 2026 in Review

Fidelis Capital Partners increased its American Express (AXP) stake by 3.5% in Q2 2026, buying an estimated $72K and bringing the position to 6,639 shares worth $2.25M. The position accounts for 0.13% of the portfolio, ranked #130.

Fidelis Capital Partners first reported a position in AXP in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.35M in Q4 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Fidelis Capital Partners held 6,639 shares of American Express worth $2.25M as of Q2 2026.
  • Fidelis Capital Partners bought 225 American Express shares in Q2 2026, an estimated $72K.
  • American Express made up 0.13% of Fidelis Capital Partners's portfolio in Q2 2026, its #130 holding.
  • Fidelis Capital Partners first reported a position in American Express in Q1 2023 and has held it in 14 quarters since.
  • Fidelis Capital Partners's American Express position peaked at $2.35M in Q4 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.