FORA Capital’s American Express AXP Stock Holding History

FORA Capital’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	$4.27M	Buy	+14,114	New	+$4.73M	0.31%	97
2024 Q3	–	Sell	-31,639	Closed	-$7.33M	–	441
2024 Q2	$7.33M	Buy	+31,639	New	+$7.33M	0.89%	20
2023 Q4	–	Sell	-67,611	Closed	-$10.1M	–	436
2023 Q3	$10.1M	Buy	+67,611	New	+$11.1M	0.89%	22
2022 Q4	–	Sell	-17,278	Closed	-$2.33M	–	463
2022 Q3	$2.33M	Sell	17,278 -4,798	-22%	-$726K	0.45%	55
2022 Q2	$3.06M	Buy	+22,076	New	+$3.65M	0.61%	40
2021 Q3	–	Sell	-12,095	Closed	-$2M	–	391
2021 Q2	$2M	Buy	+12,095	New	+$1.89M	0.37%	67
2021 Q1	–	Sell	-11,217	Closed	-$1.36M	–	774
2020 Q4	$1.36M	Buy	+11,217	New	+$1.24M	0.21%	112
2020 Q3	–	Sell	-4,309	Closed	-$410K	–	663
2020 Q2	$410K	Sell	4,309 -17,445	-80%	-$1.61M	0.14%	190
2020 Q1	$1.86M	Buy	21,754 +20,185	+1,286%	+$2.35M	0.4%	49
2019 Q4	$195K	Buy	+1,569	New	+$188K	0.02%	624

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

FORA Capital's AXP Position: Q1 2026 in Review

FORA Capital opened a new position in American Express (AXP) in Q1 2026: 14,114 shares worth $4.27M. The stake represents 0.31% of the portfolio and ranks #97 among its holdings. This is a return to the name: FORA Capital previously reported a position in AXP as recently as Q2 2024.

FORA Capital first reported a position in AXP in Q4 2019 and has held it in 10 quarters since. The position peaked at $10.1M in Q3 2023. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

FORA Capital held 14,114 shares of American Express worth $4.27M as of Q1 2026.
American Express was a new FORA Capital position in Q1 2026.
American Express made up 0.31% of FORA Capital's portfolio in Q1 2026, its #97 holding.
FORA Capital first reported a position in American Express in Q4 2019 and has held it in 10 quarters since.
FORA Capital's American Express position peaked at $10.1M in Q3 2023.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.