FFO
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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
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
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

Fiduciary Family Office's AXP Position: Q1 2026 in Review

Fiduciary Family Office increased its American Express (AXP) stake by 37% in Q1 2026, buying an estimated $1.1M and bringing the position to 12,191 shares worth $3.69M. The position accounts for 1.05% of the portfolio, ranked #15.

Fiduciary Family Office first reported a position in AXP in Q4 2023 and has held it in 9 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Fiduciary Family Office held 12,191 shares of American Express worth $3.69M as of Q1 2026.
  • Fiduciary Family Office bought 3,271 American Express shares in Q1 2026, an estimated $1.1M.
  • American Express made up 1.05% of Fiduciary Family Office's portfolio in Q1 2026, its #15 holding.
  • Fiduciary Family Office first reported a position in American Express in Q4 2023 and has held it in 9 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.