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Freestone Capital Holdings’s American Express AXP Stock Holding History

Freestone Capital Holdings’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
2018
Q3 		– Sell
-300
Closed -$29.4M – 393
2018
Q2 		$29.4M Sell
300
-200
-40% -$19.7K 0.18% 11
2018
Q1 		$46.6M Buy
+500
New +$48.4K 2.72% 2

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

Freestone Capital Holdings's AXP Position: Q1 2026 in Review

Freestone Capital Holdings reduced its American Express (AXP) stake by 0.11% in Q1 2026, selling an estimated $8.38K and leaving 23,497 shares worth $7.11M. The position accounts for 0.22% of the portfolio, ranked #78.

Freestone Capital Holdings first reported a position in AXP in Q2 2013 and has held it in 46 quarters since. The position peaked at $8.7M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Freestone Capital Holdings held 23,497 shares of American Express worth $7.11M as of Q1 2026.
  • Freestone Capital Holdings sold 25 American Express shares in Q1 2026, an estimated $8.38K.
  • American Express made up 0.22% of Freestone Capital Holdings's portfolio in Q1 2026, its #78 holding.
  • Freestone Capital Holdings first reported a position in American Express in Q2 2013 and has held it in 46 quarters since.
  • Freestone Capital Holdings's American Express position peaked at $8.7M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.