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Fountainhead AM’s American Express AXP Stock Holding History

Fountainhead AM’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 		$72.5K Buy
240
+15
+7% +$5.03K 0.07% 145
2025
Q4 		$83.1K Sell
225
-1,454
-87% -$520K 0.12% 87
2025
Q3 		$558K Buy
1,679
+4
+0.2% +$1.27K 0.07% 107
2025
Q2 		$534K Sell
1,675
-40
-2% -$11.3K 0.08% 105
2025
Q1 		$461K Buy
1,715
+137
+9% +$40.5K 0.08% 99
2024
Q4 		$468K Buy
1,578
+182
+13% +$52.3K 0.09% 91
2024
Q3 		$379K Buy
1,396
+2
+0.1% +$498 0.08% 85
2024
Q2 		$323K Buy
1,394
+29
+2% +$6.72K 0.08% 90
2024
Q1 		$311K Buy
1,365
+169
+14% +$35K 0.08% 93
2023
Q4 		$224K Buy
+1,196
New +$193K 0.06% 106

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

Fountainhead AM's AXP Position: Q1 2026 in Review

Fountainhead AM increased its American Express (AXP) stake by 6.7% in Q1 2026, buying an estimated $5.03K and bringing the position to 240 shares worth $72.5K. The position accounts for 0.07% of the portfolio, ranked #145.

Fountainhead AM first reported a position in AXP in Q4 2023 and has held it in 10 quarters since. The position peaked at $558K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Fountainhead AM held 240 shares of American Express worth $72.5K as of Q1 2026.
  • Fountainhead AM bought 15 American Express shares in Q1 2026, an estimated $5.03K.
  • American Express made up 0.07% of Fountainhead AM's portfolio in Q1 2026, its #145 holding.
  • Fountainhead AM first reported a position in American Express in Q4 2023 and has held it in 10 quarters since.
  • Fountainhead AM's American Express position peaked at $558K in Q3 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.