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FWL Investment Management’s American Express AXP Stock Holding History

FWL Investment Management’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 		$804K Buy
2,376
+48
+2% +$15.4K 0.15% 68
2026
Q1 		$704K Buy
2,328
+1,890
+432% +$634K 0.15% 63
2025
Q4 		$162K Buy
438
+104
+31% +$37.2K 0.04% 93
2025
Q3 		$111K Hold
334
– – 0.03% 108
2025
Q2 		$107K Buy
334
+34
+11% +$9.57K 0.03% 112
2025
Q1 		$80.7K Hold
300
– – 0.03% 123
2024
Q4 		$89K Hold
300
– – 0.03% 119
2024
Q3 		$81.4K Hold
300
– – 0.03% 103
2024
Q2 		$69.5K Hold
300
– – 0.04% 82
2024
Q1 		$68.3K Hold
300
– – 0.04% 83
2023
Q4 		$56.2K Hold
300
– – 0.03% 88
2023
Q3 		$44.8K Buy
+300
New +$49.1K 0.03% 97

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

FWL Investment Management's AXP Position: Q2 2026 in Review

FWL Investment Management increased its American Express (AXP) stake by 2.1% in Q2 2026, buying an estimated $15.4K and bringing the position to 2,376 shares worth $804K. The position accounts for 0.15% of the portfolio, ranked #68.

FWL Investment Management first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • FWL Investment Management held 2,376 shares of American Express worth $804K as of Q2 2026.
  • FWL Investment Management bought 48 American Express shares in Q2 2026, an estimated $15.4K.
  • American Express made up 0.15% of FWL Investment Management's portfolio in Q2 2026, its #68 holding.
  • FWL Investment Management first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
  • 3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.