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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
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 $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

FWL Investment Management's AXP Position: Q1 2026 in Review

FWL Investment Management increased its American Express (AXP) stake by 432% in Q1 2026, buying an estimated $634K and bringing the position to 2,328 shares worth $704K. The position accounts for 0.15% of the portfolio, ranked #63.

FWL Investment Management first reported a position in AXP in Q3 2023 and has held it in 11 quarters since. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • FWL Investment Management held 2,328 shares of American Express worth $704K as of Q1 2026.
  • FWL Investment Management bought 1,890 American Express shares in Q1 2026, an estimated $634K.
  • American Express made up 0.15% of FWL Investment Management's portfolio in Q1 2026, its #63 holding.
  • FWL Investment Management first reported a position in American Express in Q3 2023 and has held it in 11 quarters since.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.