Focused Alpha LLC’s American Express AXP Stock Holding History

Focused Alpha LLC’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	-1,572	Closed	-$582K	–	251
2025 Q4	$582K	Buy	+1,572	New	+$563K	0.17%	120

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

Focused Alpha LLC's AXP Position: Q1 2026 in Review

Focused Alpha LLC sold out of American Express (AXP) in Q1 2026, closing a stake of 1,572 shares — an estimated $582K sold.

Focused Alpha LLC first reported a position in AXP in Q4 2025 and held it in 1 quarter. The position peaked at $582K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Focused Alpha LLC reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Focused Alpha LLC sold 1,572 American Express shares in Q1 2026, an estimated $582K.
Focused Alpha LLC first reported a position in American Express in Q4 2025 and held it in 1 quarter.
Focused Alpha LLC's American Express position peaked at $582K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Focused Alpha LLC's 13F filing for Q1 2026, filed 12 May 2026.