Fort Point Capital Partners’s American Express AXP Stock Holding History

Fort Point Capital Partners’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 Q3	$1.01M	Sell	3,307 -3,500	-51%	-$1.17M	0.07%	109
2026 Q2	$2.3M	Buy	6,807 +15	+0.2%	+$4.8K	0.16%	69
2026 Q1	$2.05M	Buy	6,792 +135	+2%	+$45.3K	0.25%	63
2025 Q4	$2.38M	Buy	6,657 +535	+9%	+$191K	0.27%	64
2025 Q3	$2.03M	Sell	6,122 -9,706	-61%	-$3.09M	0.24%	69
2025 Q2	$5.05M	Buy	15,828 +9,900	+167%	+$2.79M	0.36%	46
2025 Q1	$1.59M	Sell	5,928 -16	-0.3%	-$4.73K	0.18%	96
2024 Q4	$1.76M	Sell	5,944 -1,130	-16%	-$325K	0.19%	88
2024 Q3	$1.92M	Buy	7,074 +81	+1%	+$20.2K	0.24%	69
2024 Q2	$1.62M	Sell	6,993 -7	-0.1%	-$1.62K	0.2%	82
2024 Q1	$1.59M	Hold	7,000	–	–	0.21%	80
2023 Q4	$1.31M	Sell	7,000 -212	-3%	-$34.1K	0.19%	85
2023 Q3	$1.08M	Hold	7,212	–	–	0.16%	88
2023 Q2	$1.26M	Buy	7,212 +15	+0.2%	+$2.42K	0.18%	83
2023 Q1	$1.19M	Buy	7,197 +24	+0.3%	+$3.98K	0.18%	92
2022 Q4	$1.06M	Hold	7,173	–	–	0.17%	97
2022 Q3	$968K	Sell	7,173 -307	-4%	-$46.5K	0.16%	102
2022 Q2	$1.04M	Hold	7,480	–	–	0.17%	94
2022 Q1	$1.4M	Buy	7,480 +13	+0.2%	+$2.35K	0.2%	86
2021 Q4	$1.22M	Hold	7,467	–	–	0.16%	91
2021 Q3	$1.25M	Buy	7,467 +55	+0.7%	+$9.2K	0.19%	71
2021 Q2	$1.22M	Hold	7,412	–	–	0.22%	61
2021 Q1	$1.05M	Hold	7,412	–	–	0.23%	62
2020 Q4	$896K	Hold	7,412	–	–	0.21%	64
2020 Q3	$743K	Sell	7,412 -175	-2%	-$17.2K	0.19%	70
2020 Q2	$722K	Hold	7,587	–	–	0.23%	56
2020 Q1	$650K	Sell	7,587 -100	-1%	-$11.6K	0.28%	45
2019 Q4	$957K	Buy	7,687 +100	+1%	+$12K	0.34%	44
2019 Q3	$897K	Hold	7,587	–	–	0.34%	47
2019 Q2	$937K	Hold	7,587	–	–	0.37%	37
2019 Q1	$829K	Sell	7,587 -64	-0.8%	-$6.72K	0.36%	40
2018 Q4	$729K	Sell	7,651 -3,900	-34%	-$408K	0.29%	54
2018 Q3	$1.23M	Buy	11,551 +50	+0.4%	+$5.2K	0.37%	41
2018 Q2	$1.13M	Sell	11,501 -4,255	-27%	-$418K	0.38%	37
2018 Q1	$1.47M	Sell	15,756 -223	-1%	-$21.6K	0.54%	36
2017 Q4	$1.59M	Buy	15,979 +287	+2%	+$27.3K	0.74%	28
2017 Q3	$1.42M	Buy	+15,692	New	+$1.35M	0.68%	30
2016 Q2	–	Sell	-6,300	Closed	-$387K	–	128
2016 Q1	$387K	Sell	6,300 -100	-2%	-$5.82K	0.2%	66
2015 Q4	$445K	Buy	+6,400	New	+$466K	0.23%	67

Other funds holding AXP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fort Point Capital Partners's AXP Position: Q3 2026 in Review

Fort Point Capital Partners reduced its American Express (AXP) stake by 51% in Q3 2026, selling an estimated $1.17M and leaving 3,307 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #109.

Fort Point Capital Partners first reported a position in AXP in Q4 2015 and has held it in 39 quarters since. The position peaked at $5.05M in Q2 2025. 2,568 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Fort Point Capital Partners held 3,307 shares of American Express worth $1.01M as of Q3 2026.
Fort Point Capital Partners sold 3,500 American Express shares in Q3 2026, an estimated $1.17M.
American Express made up 0.07% of Fort Point Capital Partners's portfolio in Q3 2026, its #109 holding.
Fort Point Capital Partners first reported a position in American Express in Q4 2015 and has held it in 39 quarters since.
Fort Point Capital Partners's American Express position peaked at $5.05M in Q2 2025.
2,568 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Fort Point Capital Partners's 13F filing for Q3 2026, filed 13 Nov 2026.