Fortis Advisors’s American Express AXP Stock Holding History

Fortis Advisors’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	-588	Closed	-$218K	–	120
2025 Q4	$218K	Buy	+588	New	+$210K	0.12%	119
2023 Q2	–	Sell	-588	Closed	-$97K	–	104
2023 Q1	$97K	Hold	588	–	–	0.06%	123
2022 Q4	$86.9K	Hold	588	–	–	0.07%	127
2022 Q3	$79K	Hold	588	–	–	0.06%	132
2022 Q2	$82K	Hold	588	–	–	0.05%	144
2022 Q1	$110K	Hold	588	–	–	0.06%	147
2021 Q4	$96K	Hold	588	–	–	0.06%	144
2021 Q3	$99K	Hold	588	–	–	0.06%	137
2021 Q2	$97K	Buy	588 +587	+58,700%	+$91.9K	0.06%	145
2021 Q1	$0	Hold	1	–	–	﹤0.01%	221
2020 Q4	$0	Hold	1	–	–	﹤0.01%	174
2020 Q3	$0	Hold	1	–	–	﹤0.01%	150
2020 Q2	$0	Hold	1	–	–	﹤0.01%	180
2020 Q1	$0	Hold	1	–	–	﹤0.01%	324
2019 Q4	$0	Hold	1	–	–	﹤0.01%	307
2019 Q3	$0	Hold	1	–	–	﹤0.01%	303
2019 Q2	$0	Hold	1	–	–	﹤0.01%	328
2019 Q1	$0	Hold	1	–	–	﹤0.01%	314
2018 Q4	$0	Hold	1	–	–	﹤0.01%	300
2018 Q3	$0	Hold	1	–	–	﹤0.01%	297
2018 Q2	$0	Sell	1 -199	-100%	-$19.6K	﹤0.01%	304
2018 Q1	$19K	Hold	200	–	–	0.01%	217
2017 Q4	$20K	Buy	+200	New	+$19K	0.01%	206

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fortis Advisors's AXP Position: Q1 2026 in Review

Fortis Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 588 shares — an estimated $218K sold.

Fortis Advisors first reported a position in AXP in Q4 2017 and held it in 23 quarters. The position peaked at $218K in Q4 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Fortis Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Fortis Advisors sold 588 American Express shares in Q1 2026, an estimated $218K.
Fortis Advisors first reported a position in American Express in Q4 2017 and held it in 23 quarters.
Fortis Advisors's American Express position peaked at $218K in Q4 2025.
2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.