Fortis Capital Advisors’s American Express AXP Stock Holding History

Fortis Capital 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 Q2	$2.07M	Sell	6,125 -53	-0.9%	-$17K	0.23%	73
2026 Q1	$1.87M	Buy	+6,178	New	+$2.07M	0.24%	63
2025 Q1	–	Sell	-4,827	Closed	-$1.25M	–	256
2024 Q4	$1.25M	Sell	4,827 -98	-2%	-$28.2K	0.43%	48
2024 Q3	$1.34M	Buy	+4,925	New	+$1.23M	0.45%	43
2023 Q2	–	Sell	-120	Closed	-$19.8K	–	149
2023 Q1	$19.8K	Hold	120	–	–	0.01%	403
2022 Q4	$17.7K	Buy	+120	New	+$17.8K	0.01%	428

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Fortis Capital Advisors's AXP Position: Q2 2026 in Review

Fortis Capital Advisors reduced its American Express (AXP) stake by 0.86% in Q2 2026, selling an estimated $17K and leaving 6,125 shares worth $2.07M. The position accounts for 0.23% of the portfolio, ranked #73.

Fortis Capital Advisors first reported a position in AXP in Q4 2022 and has held it in 6 quarters since. 2,997 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Fortis Capital Advisors held 6,125 shares of American Express worth $2.07M as of Q2 2026.
Fortis Capital Advisors sold 53 American Express shares in Q2 2026, an estimated $17K.
American Express made up 0.23% of Fortis Capital Advisors's portfolio in Q2 2026, its #73 holding.
Fortis Capital Advisors first reported a position in American Express in Q4 2022 and has held it in 6 quarters since.
2,997 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.