Firestone Capital Management’s American Express AXP Stock Holding History

Firestone Capital Management’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	$368K	Sell	1,215 -10	-0.8%	-$3.35K	0.08%	117
2025 Q4	$453K	Hold	1,225	–	–	0.1%	107
2025 Q3	$407K	Hold	1,225	–	–	0.09%	111
2025 Q2	$391K	Hold	1,225	–	–	0.09%	108
2025 Q1	$330K	Buy	1,225 +10	+0.8%	+$2.96K	0.09%	107
2024 Q4	$361K	Hold	1,215	–	–	0.09%	107
2024 Q3	$330K	Hold	1,215	–	–	0.08%	111
2024 Q2	$281K	Hold	1,215	–	–	0.08%	115
2024 Q1	$277K	Hold	1,215	–	–	0.08%	118
2023 Q4	$228K	Buy	+1,215	New	+$196K	0.07%	119
2023 Q3	–	Sell	-1,215	Closed	-$213K	–	127
2023 Q2	$213K	Hold	1,215	–	–	0.07%	124
2023 Q1	$200K	Buy	+1,215	New	+$202K	0.07%	123
2022 Q2	–	Sell	-1,215	Closed	-$227K	–	116
2022 Q1	$227K	Buy	+1,215	New	+$219K	0.07%	112
2021 Q4	–	Sell	-1,215	Closed	-$201K	–	153
2021 Q3	$201K	Hold	1,215	–	–	0.07%	116
2021 Q2	$201K	Hold	1,215	–	–	0.07%	113
2021 Q1	$172K	Hold	1,215	–	–	0.06%	122
2020 Q4	$147K	Hold	1,215	–	–	0.06%	128
2020 Q3	$122K	Hold	1,215	–	–	0.05%	120
2020 Q2	$116K	Hold	1,215	–	–	0.05%	122
2020 Q1	$104K	Hold	1,215	–	–	0.05%	121
2019 Q4	$151K	Buy	+1,215	New	+$145K	0.06%	117

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

Firestone Capital Management's AXP Position: Q1 2026 in Review

Firestone Capital Management reduced its American Express (AXP) stake by 0.82% in Q1 2026, selling an estimated $3.35K and leaving 1,215 shares worth $368K. The position accounts for 0.08% of the portfolio, ranked #117.

Firestone Capital Management first reported a position in AXP in Q4 2019 and has held it in 21 quarters since. The position peaked at $453K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Firestone Capital Management held 1,215 shares of American Express worth $368K as of Q1 2026.
Firestone Capital Management sold 10 American Express shares in Q1 2026, an estimated $3.35K.
American Express made up 0.08% of Firestone Capital Management's portfolio in Q1 2026, its #117 holding.
Firestone Capital Management first reported a position in American Express in Q4 2019 and has held it in 21 quarters since.
Firestone Capital Management's American Express position peaked at $453K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.