Fiduciary Trust’s American Express AXP Stock Holding History

Fiduciary Trust’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	$28.9M	Buy	95,476 +6,101	+7%	+$2.05M	0.34%	52
2025 Q4	$33.1M	Sell	89,375 -1,242	-1%	-$444K	0.38%	48
2025 Q3	$30.1M	Buy	90,617 +1,573	+2%	+$500K	0.34%	53
2025 Q2	$28.4M	Buy	89,044 +670	+0.8%	+$189K	0.35%	47
2025 Q1	$23.8M	Buy	88,374 +238	+0.3%	+$70.3K	0.31%	52
2024 Q4	$26.2M	Buy	88,136 +102	+0.1%	+$29.3K	0.35%	51
2024 Q3	$23.9M	Sell	88,034 -812	-0.9%	-$202K	0.33%	55
2024 Q2	$20.6M	Sell	88,846 -2,068	-2%	-$479K	0.31%	57
2024 Q1	$20.7M	Buy	90,914 +1,483	+2%	+$308K	0.32%	57
2023 Q4	$16.8M	Sell	89,431 -821	-0.9%	-$132K	0.28%	63
2023 Q3	$13.5M	Sell	90,252 -31	-0%	-$5.07K	0.25%	71
2023 Q2	$15.7M	Sell	90,283 -1,616	-2%	-$261K	0.28%	67
2023 Q1	$15.2M	Sell	91,899 -2,163	-2%	-$359K	0.28%	66
2022 Q4	$13.9M	Sell	94,062 -1,380	-1%	-$204K	0.27%	72
2022 Q3	$12.9M	Buy	95,442 +546	+0.6%	+$82.6K	0.28%	66
2022 Q2	$13.2M	Sell	94,896 -43	-0%	-$7.1K	0.28%	69
2022 Q1	$17.8M	Sell	94,939 -2,381	-2%	-$430K	0.32%	62
2021 Q4	$15.9M	Sell	97,320 -807	-0.8%	-$138K	0.26%	73
2021 Q3	$16.4M	Buy	98,127 +1,624	+2%	+$272K	0.29%	63
2021 Q2	$15.9M	Sell	96,503 -5,483	-5%	-$859K	0.31%	66
2021 Q1	$14.4M	Buy	101,986 +3,148	+3%	+$416K	0.29%	70
2020 Q4	$11.9M	Buy	98,838 +2,637	+3%	+$292K	0.25%	81
2020 Q3	$9.64M	Sell	96,201 -2,784	-3%	-$274K	0.23%	90
2020 Q2	$9.42M	Sell	98,985 -6,959	-7%	-$641K	0.23%	82
2020 Q1	$9.07M	Sell	105,944 -3,431	-3%	-$399K	0.26%	82
2019 Q4	$13.6M	Sell	109,375 -7,226	-6%	-$864K	0.32%	70
2019 Q3	$13.8M	Sell	116,601 -4,146	-3%	-$508K	0.35%	68
2019 Q2	$14.9M	Sell	120,747 -4,711	-4%	-$553K	0.39%	56
2019 Q1	$13.7M	Sell	125,458 -9,942	-7%	-$1.04M	0.37%	64
2018 Q4	$12.9M	Sell	135,400 -1,214	-0.9%	-$127K	0.4%	61
2018 Q3	$14.5M	Sell	136,614 -622	-0.5%	-$64.7K	0.41%	61
2018 Q2	$13.4M	Buy	137,236 +426	+0.3%	+$41.9K	0.41%	65
2018 Q1	$12.8M	Buy	136,810 +15,897	+13%	+$1.54M	0.39%	69
2017 Q4	$12M	Buy	120,913 +11,551	+11%	+$1.1M	0.36%	73
2017 Q3	$9.89M	Buy	109,362 +9,721	+10%	+$835K	0.3%	81
2017 Q2	$8.39M	Buy	99,641 +14,262	+17%	+$1.13M	0.26%	92
2017 Q1	$6.75M	Buy	85,379 +18,139	+27%	+$1.42M	0.21%	99
2016 Q4	$4.98M	Buy	67,240 +48,795	+265%	+$3.38M	0.16%	115
2016 Q3	$1.18M	Sell	18,445 -1,285	-7%	-$82.6K	0.04%	231
2016 Q2	$1.2M	Sell	19,730 -7,716	-28%	-$489K	0.04%	230
2016 Q1	$1.69M	Buy	27,446 +632	+2%	+$36.8K	0.06%	198
2015 Q4	$1.86M	Sell	26,814 -25	-0.1%	-$1.82K	0.08%	170
2015 Q3	$1.99M	Sell	26,839 -2,122	-7%	-$163K	0.09%	159
2015 Q2	$2.25M	Buy	28,961 +1,933	+7%	+$153K	0.09%	156
2015 Q1	$2.11M	Buy	27,028 +3,218	+14%	+$267K	0.09%	160
2014 Q4	$2.22M	Buy	23,810 +321	+1%	+$28.8K	0.09%	151
2014 Q3	$2.06M	Sell	23,489 -572	-2%	-$51.5K	0.09%	148
2014 Q2	$2.28M	Sell	24,061 -148	-0.6%	-$13.3K	0.1%	142
2014 Q1	$2.18M	Buy	24,209 +508	+2%	+$45.4K	0.1%	144
2013 Q4	$2.15M	Sell	23,701 -125	-0.5%	-$10.3K	0.1%	141
2013 Q3	$1.8M	Sell	23,826 -250	-1%	-$18.8K	0.08%	150
2013 Q2	$1.8M	Buy	+24,076	New	+$1.71M	0.08%	148

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fiduciary Trust's AXP Position: Q1 2026 in Review

Fiduciary Trust increased its American Express (AXP) stake by 6.8% in Q1 2026, buying an estimated $2.05M and bringing the position to 95,476 shares worth $28.9M. The position accounts for 0.34% of the portfolio, ranked #52.

Fiduciary Trust first reported a position in AXP in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.1M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Fiduciary Trust held 95,476 shares of American Express worth $28.9M as of Q1 2026.
Fiduciary Trust bought 6,101 American Express shares in Q1 2026, an estimated $2.05M.
American Express made up 0.34% of Fiduciary Trust's portfolio in Q1 2026, its #52 holding.
Fiduciary Trust first reported a position in American Express in Q2 2013 and has held it in 52 quarters since.
Fiduciary Trust's American Express position peaked at $33.1M in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.