FWG Holdings’s American Express AXP Stock Holding History

FWG 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
2026 Q1	$269K	Hold	880	–	–	0.1%	108
2025 Q4	$310K	Sell	880 -24	-3%	-$8.59K	0.12%	109
2025 Q3	$324K	Buy	904 +24	+3%	+$7.63K	0.14%	95
2025 Q2	$263K	Buy	880 +9	+1%	+$2.53K	0.12%	97
2025 Q1	$233K	Hold	871	–	–	0.11%	101
2024 Q4	$276K	Hold	871	–	–	0.13%	93
2024 Q3	$237K	Hold	871	–	–	0.12%	92
2024 Q2	$215K	Hold	871	–	–	0.11%	101
2024 Q1	$208K	Buy	+871	New	+$181K	0.11%	105

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

FWG Holdings's AXP Position: Q1 2026 in Review

FWG Holdings held its American Express (AXP) position steady in Q1 2026 at 880 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #108.

FWG Holdings first reported a position in AXP in Q1 2024 and has held it in 9 quarters since. The position peaked at $324K in Q3 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

FWG Holdings held 880 shares of American Express worth $269K as of Q1 2026.
FWG Holdings left its American Express share count unchanged in Q1 2026.
American Express made up 0.1% of FWG Holdings's portfolio in Q1 2026, its #108 holding.
FWG Holdings first reported a position in American Express in Q1 2024 and has held it in 9 quarters since.
FWG Holdings's American Express position peaked at $324K in Q3 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on FWG Holdings's 13F filing for Q1 2026, filed 13 Apr 2026.