FCM
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Fogel Capital Management’s American Express AXP Stock Holding History

Fogel 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 		$218K Buy
722
+49
+7% +$16.4K 0.1% 49
2025
Q4 		$249K Buy
673
+12
+2% +$4.29K 0.11% 44
2025
Q3 		$220K Buy
661
+30
+5% +$9.54K 0.1% 53
2025
Q2 		$201K Buy
+631
New +$178K 0.11% 50

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fogel Capital Management increased its American Express (AXP) stake by 7.3% in Q1 2026, buying an estimated $16.4K and bringing the position to 722 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #49.

Fogel Capital Management first reported a position in AXP in Q2 2025 and has held it in 4 quarters since. The position peaked at $249K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Fogel Capital Management held 722 shares of American Express worth $218K as of Q1 2026.
  • Fogel Capital Management bought 49 American Express shares in Q1 2026, an estimated $16.4K.
  • American Express made up 0.1% of Fogel Capital Management's portfolio in Q1 2026, its #49 holding.
  • Fogel Capital Management first reported a position in American Express in Q2 2025 and has held it in 4 quarters since.
  • Fogel Capital Management's American Express position peaked at $249K in Q4 2025.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

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