First American Trust’s American Express AXP Stock Holding History

First American 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	–	Sell	-592	Closed	-$219K	–	291
2025 Q4	$219K	Sell	592 -10	-2%	-$3.58K	0.02%	261
2025 Q3	$200K	Buy	+602	New	+$191K	0.01%	244
2015 Q2	–	Sell	-31,804	Closed	-$2.48M	–	94
2015 Q1	$2.48M	Sell	31,804 -12,903	-29%	-$1.07M	0.89%	56
2014 Q4	$4.16M	Sell	44,707 -1,390	-3%	-$125K	1.54%	25
2014 Q3	$4.04M	Buy	46,097 +333	+0.7%	+$30K	1.5%	26
2014 Q2	$4.34M	Buy	45,764 +813	+2%	+$73.3K	1.65%	22
2014 Q1	$4.05M	Sell	44,951 -846	-2%	-$75.6K	1.51%	26
2013 Q4	$4.16M	Sell	45,797 -1,477	-3%	-$121K	1.4%	24
2013 Q3	$3.57M	Sell	47,274 -64	-0.1%	-$4.82K	1.28%	28
2013 Q2	$3.54M	Buy	+47,338	New	+$3.37M	1.33%	27

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

First American Trust's AXP Position: Q1 2026 in Review

First American Trust sold out of American Express (AXP) in Q1 2026, closing a stake of 592 shares — an estimated $219K sold.

First American Trust first reported a position in AXP in Q2 2013 and held it in 10 quarters. The position peaked at $4.34M in Q2 2014. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

First American Trust reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
First American Trust sold 592 American Express shares in Q1 2026, an estimated $219K.
First American Trust first reported a position in American Express in Q2 2013 and held it in 10 quarters.
First American Trust's American Express position peaked at $4.34M in Q2 2014.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.