Fiduciary Family Office’s American Express AXP Stock Holding History

Fiduciary Family Office’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	$4.34M	Buy	12,841 +650	+5%	+$208K	1.09%	11
2026 Q1	$3.69M	Buy	12,191 +3,271	+37%	+$1.1M	1.05%	15
2025 Q4	$3.3M	Sell	8,920 -36	-0.4%	-$12.9K	0.95%	14
2025 Q3	$2.97M	Buy	8,956 +430	+5%	+$137K	0.85%	17
2025 Q2	$2.72M	Sell	8,526 -139	-2%	-$39.1K	0.89%	17
2025 Q1	$2.33M	Buy	+8,665	New	+$2.56M	0.78%	22
2024 Q4	–	Sell	-8,340	Closed	-$2.26M	–	93
2024 Q3	$2.26M	Sell	8,340 -214	-3%	-$53.3K	0.75%	21
2024 Q2	$1.98M	Sell	8,554 -292	-3%	-$67.6K	0.78%	25
2024 Q1	$2.01M	Buy	8,846 +1,133	+15%	+$235K	0.79%	25
2023 Q4	$1.44M	Buy	+7,713	New	+$1.24M	0.63%	29

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Fiduciary Family Office's AXP Position: Q2 2026 in Review

Fiduciary Family Office increased its American Express (AXP) stake by 5.3% in Q2 2026, buying an estimated $208K and bringing the position to 12,841 shares worth $4.34M. The position accounts for 1.09% of the portfolio, ranked #11.

Fiduciary Family Office first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. 3,006 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Fiduciary Family Office held 12,841 shares of American Express worth $4.34M as of Q2 2026.
Fiduciary Family Office bought 650 American Express shares in Q2 2026, an estimated $208K.
American Express made up 1.09% of Fiduciary Family Office's portfolio in Q2 2026, its #11 holding.
Fiduciary Family Office first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
3,006 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.