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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
Q2 		$32.5K Sell
96
-144
-60% -$46.1K 0.02% 164
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fountainhead AM's AXP Position: Q2 2026 in Review

Fountainhead AM reduced its American Express (AXP) stake by 60% in Q2 2026, selling an estimated $46.1K and leaving 96 shares worth $32.5K. The position accounts for 0.02% of the portfolio, ranked #164.

Fountainhead AM first reported a position in AXP in Q4 2023 and has held it in 11 quarters since. The position peaked at $558K in Q3 2025. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Fountainhead AM held 96 shares of American Express worth $32.5K as of Q2 2026.
  • Fountainhead AM sold 144 American Express shares in Q2 2026, an estimated $46.1K.
  • American Express made up 0.02% of Fountainhead AM's portfolio in Q2 2026, its #164 holding.
  • Fountainhead AM first reported a position in American Express in Q4 2023 and has held it in 11 quarters since.
  • Fountainhead AM's American Express position peaked at $558K in Q3 2025.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.