Independent Family Office’s American Express AXP Stock Holding History

Independent Family Office’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	$584K	Hold	1,932	–	–	0.24%	56
2025 Q4	$715K	Hold	1,932	–	–	0.3%	44
2025 Q3	$642K	Hold	1,932	–	–	0.27%	47
2025 Q2	$616K	Hold	1,932	–	–	0.29%	46
2025 Q1	$520K	Hold	1,932	–	–	0.27%	46
2024 Q4	$573K	Hold	1,932	–	–	0.3%	45
2024 Q3	$524K	Hold	1,932	–	–	0.26%	45
2024 Q2	$447K	Hold	1,932	–	–	0.26%	46
2024 Q1	$440K	Hold	1,932	–	–	0.24%	53
2023 Q4	$362K	Hold	1,932	–	–	0.2%	51
2023 Q3	$288K	Hold	1,932	–	–	0.18%	57
2023 Q2	$337K	Hold	1,932	–	–	0.2%	51
2023 Q1	$319K	Hold	1,932	–	–	0.18%	55
2022 Q4	$285K	Hold	1,932	–	–	0.17%	59
2022 Q3	$261K	Hold	1,932	–	–	0.13%	59
2022 Q2	$268	Hold	1,932	–	–	0.13%	57
2022 Q1	$361K	Hold	1,932	–	–	0.12%	51
2021 Q4	$316K	Hold	1,932	–	–	0.12%	46
2021 Q3	$324K	Hold	1,932	–	–	0.13%	37
2021 Q2	$319K	Hold	1,932	–	–	0.12%	42
2021 Q1	$273K	Hold	1,932	–	–	0.11%	54
2020 Q4	$234K	Buy	+1,932	New	+$214K	0.1%	58
2020 Q1	–	Sell	-1,932	Closed	-$241K	–	56
2019 Q4	$241K	Buy	+1,932	New	+$231K	0.15%	45

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

Independent Family Office's AXP Position: Q1 2026 in Review

Independent Family Office held its American Express (AXP) position steady in Q1 2026 at 1,932 shares worth $584K. The position accounts for 0.24% of the portfolio, ranked #56.

Independent Family Office first reported a position in AXP in Q4 2019 and has held it in 23 quarters since. The position peaked at $715K in Q4 2025. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Independent Family Office held 1,932 shares of American Express worth $584K as of Q1 2026.
Independent Family Office left its American Express share count unchanged in Q1 2026.
American Express made up 0.24% of Independent Family Office's portfolio in Q1 2026, its #56 holding.
Independent Family Office first reported a position in American Express in Q4 2019 and has held it in 23 quarters since.
Independent Family Office's American Express position peaked at $715K in Q4 2025.
2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.