Fortitude Family Office’s American Express AXP Stock Holding History

Fortitude Family Office’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	$85.9K	Buy	254 +70	+38%	+$22.4K	0.02%	195
2026 Q1	$55.7K	Sell	184 -534	-74%	-$179K	0.01%	222
2025 Q4	$266K	Buy	718 +67	+10%	+$24K	0.06%	123
2025 Q3	$216K	Hold	651	–	–	0.06%	135
2025 Q2	$208K	Buy	651 +5	+0.8%	+$1.41K	0.07%	122
2025 Q1	$174K	Sell	646 -22	-3%	-$6.5K	0.06%	120
2024 Q4	$198K	Buy	668 +75	+13%	+$21.5K	0.07%	123
2024 Q3	$161K	Sell	593 -133	-18%	-$33.1K	0.06%	122
2024 Q2	$168K	Buy	726 +324	+81%	+$75K	0.1%	92
2024 Q1	$91.5K	Hold	402	–	–	0.06%	101
2023 Q4	$75.3K	Buy	+402	New	+$64.7K	0.06%	120

Other funds holding AXP

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Fortitude Family Office's AXP Position: Q2 2026 in Review

Fortitude Family Office increased its American Express (AXP) stake by 38% in Q2 2026, buying an estimated $22.4K and bringing the position to 254 shares worth $85.9K. The position accounts for 0.02% of the portfolio, ranked #195.

Fortitude Family Office first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $266K in Q4 2025. 750 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Fortitude Family Office held 254 shares of American Express worth $85.9K as of Q2 2026.
Fortitude Family Office bought 70 American Express shares in Q2 2026, an estimated $22.4K.
American Express made up 0.02% of Fortitude Family Office's portfolio in Q2 2026, its #195 holding.
Fortitude Family Office first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's American Express position peaked at $266K in Q4 2025.
750 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.