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Fortress Private Ledger’s American Express AXP Stock Holding History

Fortress Private Ledger’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 		$641K Buy
2,121
+44
+2% +$14.8K 0.2% 103
2025
Q4 		$769K Buy
2,077
+522
+34% +$187K 0.25% 83
2025
Q3 		$517K Buy
1,555
+181
+13% +$57.6K 0.19% 105
2025
Q2 		$438K Buy
1,374
+252
+22% +$70.9K 0.2% 99
2025
Q1 		$302K Buy
1,122
+302
+37% +$89.3K 0.17% 128
2024
Q4 		$243K Buy
+820
New +$236K 0.15% 124

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fortress Private Ledger's AXP Position: Q1 2026 in Review

Fortress Private Ledger increased its American Express (AXP) stake by 2.1% in Q1 2026, buying an estimated $14.8K and bringing the position to 2,121 shares worth $641K. The position accounts for 0.2% of the portfolio, ranked #103.

Fortress Private Ledger first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $769K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Fortress Private Ledger held 2,121 shares of American Express worth $641K as of Q1 2026.
  • Fortress Private Ledger bought 44 American Express shares in Q1 2026, an estimated $14.8K.
  • American Express made up 0.2% of Fortress Private Ledger's portfolio in Q1 2026, its #103 holding.
  • Fortress Private Ledger first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • Fortress Private Ledger's American Express position peaked at $769K in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.