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Fiduciary Group’s American Express AXP Stock Holding History

Fiduciary Group’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 		$6.48M Sell
21,412
-55
-0.3% -$18.4K 0.55% 48
2025
Q4 		$7.94M Sell
21,467
-56
-0.3% -$20K 0.67% 39
2025
Q3 		$7.15M Buy
21,523
+179
+0.8% +$56.9K 0.63% 42
2025
Q2 		$6.81M Hold
21,344
– – 0.64% 46
2025
Q1 		$5.74M Sell
21,344
-56
-0.3% -$16.6K 0.58% 50
2024
Q4 		$6.35M Sell
21,400
-56
-0.3% -$16.1K 0.64% 42
2024
Q3 		$5.82M Sell
21,456
-102
-0.5% -$25.4K 0.59% 51
2024
Q2 		$4.99M Buy
21,558
+50
+0.2% +$11.6K 0.54% 51
2024
Q1 		$4.9M Sell
21,508
-259
-1% -$53.7K 0.53% 52
2023
Q4 		$4.08M Sell
21,767
-109
-0.5% -$17.5K 0.48% 56
2023
Q3 		$3.26M Sell
21,876
-35
-0.2% -$5.72K 0.42% 66
2023
Q2 		$3.82M Hold
21,911
– – 0.47% 56
2023
Q1 		$3.61M Sell
21,911
-262
-1% -$43.5K 0.47% 59
2022
Q4 		$3.28M Sell
22,173
-73
-0.3% -$10.8K 0.44% 63
2022
Q3 		$3.44M Hold
22,246
– – 0.45% 61
2022
Q2 		$3.63M Sell
22,246
-22
-0.1% -$3.63K 0.45% 62
2022
Q1 		$3.55M Sell
22,268
-157
-0.7% -$28.4K 0.47% 58
2021
Q4 		$3.67M Sell
22,425
-468
-2% -$79.8K 0.41% 58
2021
Q3 		$4.14M Hold
22,893
– – 0.47% 57
2021
Q2 		$3.85M Hold
22,893
– – 0.45% 57
2021
Q1 		$3.51M Sell
22,893
-134
-0.6% -$17.7K 0.43% 59
2020
Q4 		$2.96M Sell
23,027
-991
-4% -$110K 0.39% 59
2020
Q3 		$2.41M Sell
24,018
-522
-2% -$51.4K 0.36% 63
2020
Q2 		$2.34M Sell
24,540
-73
-0.3% -$6.72K 0.39% 56
2020
Q1 		$2.11M Sell
24,613
-262
-1% -$30.5K 0.41% 53
2019
Q4 		$3.1M Sell
24,875
-398
-2% -$47.6K 0.49% 52
2019
Q3 		$2.99M Sell
25,273
-675
-3% -$82.8K 0.52% 50
2019
Q2 		$3.2M Sell
25,948
-469
-2% -$55.1K 0.58% 48
2019
Q1 		$2.89M Sell
26,417
-272
-1% -$28.6K 0.54% 51
2018
Q4 		$2.54M Sell
26,689
-1,103
-4% -$115K 0.53% 53
2018
Q3 		$2.96M Sell
27,792
-671
-2% -$69.8K 0.58% 50
2018
Q2 		$2.79M Sell
28,463
-1,561
-5% -$153K 0.59% 50
2018
Q1 		$2.8M Sell
30,024
-1,783
-6% -$173K 0.61% 52
2017
Q4 		$3.16M Sell
31,807
-2,510
-7% -$239K 0.67% 47
2017
Q3 		$3.1M Sell
34,317
-14,653
-30% -$1.26M 0.7% 47
2017
Q2 		$4.13M Sell
48,970
-1,385
-3% -$110K 0.95% 37
2017
Q1 		$3.98M Sell
50,355
-3,525
-7% -$276K 0.94% 37
2016
Q4 		$3.99M Sell
53,880
-8,074
-13% -$559K 1.03% 32
2016
Q3 		$3.97M Sell
61,954
-1,278
-2% -$82.1K 1.08% 32
2016
Q2 		$3.84M Sell
63,232
-13,646
-18% -$864K 1.07% 34
2016
Q1 		$4.72M Sell
76,878
-1,846
-2% -$107K 1.37% 20
2015
Q4 		$5.47M Buy
78,724
+3,550
+5% +$258K 1.63% 14
2015
Q3 		$5.57M Buy
75,174
+51,926
+223% +$4M 1.85% 7
2015
Q2 		$1.81M Buy
+23,248
New +$1.84M 0.57% 59

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 Group's AXP Position: Q1 2026 in Review

Fiduciary Group reduced its American Express (AXP) stake by 0.26% in Q1 2026, selling an estimated $18.4K and leaving 21,412 shares worth $6.48M. The position accounts for 0.55% of the portfolio, ranked #48.

Fiduciary Group first reported a position in AXP in Q2 2015 and has held it in 44 quarters since. The position peaked at $7.94M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Fiduciary Group held 21,412 shares of American Express worth $6.48M as of Q1 2026.
  • Fiduciary Group sold 55 American Express shares in Q1 2026, an estimated $18.4K.
  • American Express made up 0.55% of Fiduciary Group's portfolio in Q1 2026, its #48 holding.
  • Fiduciary Group first reported a position in American Express in Q2 2015 and has held it in 44 quarters since.
  • Fiduciary Group's American Express position peaked at $7.94M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.