First Dallas Securities’s American Express AXP Stock Holding History

First Dallas Securities’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	$1.34M	Sell	4,440 -359	-7%	-$120K	0.5%	49
2025 Q4	$1.78M	Buy	4,799 +25	+0.5%	+$8.95K	0.66%	41
2025 Q3	$1.59M	Sell	4,774 -99	-2%	-$31.5K	0.59%	42
2025 Q2	$1.55M	Sell	4,873 -289	-6%	-$81.3K	0.61%	38
2025 Q1	$1.39M	Sell	5,162 -250	-5%	-$73.9K	0.58%	43
2024 Q4	$1.61M	Sell	5,412 -3,284	-38%	-$943K	0.65%	38
2024 Q3	$2.36M	Sell	8,696 -1,994	-19%	-$497K	0.99%	30
2024 Q2	$2.48M	Sell	10,690 -1,209	-10%	-$280K	1.09%	28
2024 Q1	$2.71M	Sell	11,899 -1,475	-11%	-$306K	1.25%	23
2023 Q4	$2.5M	Buy	13,374 +11,849	+777%	+$1.91M	1.29%	20
2023 Q3	$228K	Sell	1,525 -12,656	-89%	-$2.07M	0.05%	130
2023 Q2	$2.47M	Sell	14,181 -1,498	-10%	-$242K	1.38%	17
2023 Q1	$2.59M	Sell	15,679 -199	-1%	-$33K	1.53%	12
2022 Q4	$2.35M	Buy	15,878 +2,626	+20%	+$389K	1.41%	17
2022 Q3	$1.79M	Buy	13,252 +5,127	+63%	+$776K	1.23%	17
2022 Q2	$1.13M	Buy	8,125 +5,550	+216%	+$917K	0.76%	42
2022 Q1	$482K	Buy	+2,575	New	+$465K	0.27%	80
2018 Q1	–	Sell	-1,402	Closed	-$139K	–	109
2017 Q4	$139K	Buy	+1,402	New	+$134K	0.09%	119
2017 Q3	–	Sell	-15,725	Closed	-$1.32M	–	107
2017 Q2	$1.32M	Sell	15,725 -1,450	-8%	-$115K	0.97%	31
2017 Q1	$1.36M	Sell	17,175 -174	-1%	-$13.6K	0.95%	33
2016 Q4	$1.29M	Buy	17,349 +10,334	+147%	+$715K	0.88%	36
2016 Q3	$449K	Sell	7,015 -898	-11%	-$57.7K	0.33%	61
2016 Q2	$481K	Sell	7,913 -1,250	-14%	-$79.2K	0.37%	60
2016 Q1	$562K	Buy	9,163 +1,700	+23%	+$98.9K	0.45%	48
2015 Q4	$519K	Sell	7,463 -500	-6%	-$36.4K	0.43%	52
2015 Q3	$591K	Sell	7,963 -2	-0%	-$154	0.49%	48
2015 Q2	$619K	Buy	7,965 +3,165	+66%	+$251K	0.45%	48
2015 Q1	$375K	Buy	+4,800	New	+$399K	0.26%	64

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 Dallas Securities's AXP Position: Q1 2026 in Review

First Dallas Securities reduced its American Express (AXP) stake by 7.5% in Q1 2026, selling an estimated $120K and leaving 4,440 shares worth $1.34M. The position accounts for 0.5% of the portfolio, ranked #49.

First Dallas Securities first reported a position in AXP in Q1 2015 and has held it in 28 quarters since. The position peaked at $2.71M in Q1 2024. 2,889 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

First Dallas Securities held 4,440 shares of American Express worth $1.34M as of Q1 2026.
First Dallas Securities sold 359 American Express shares in Q1 2026, an estimated $120K.
American Express made up 0.5% of First Dallas Securities's portfolio in Q1 2026, its #49 holding.
First Dallas Securities first reported a position in American Express in Q1 2015 and has held it in 28 quarters since.
First Dallas Securities's American Express position peaked at $2.71M in Q1 2024.
2,889 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.