Jaffetilchin Investment Partners’s American Express AXP Stock Holding History

Jaffetilchin Investment Partners’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	$443K	Sell	1,465 -43	-3%	-$14.4K	0.03%	289
2025 Q4	$558K	Buy	1,508 +3	+0.2%	+$1.07K	0.03%	257
2025 Q3	$500K	Buy	1,505 +4	+0.3%	+$1.27K	0.03%	279
2025 Q2	$479K	Sell	1,501 -80	-5%	-$22.5K	0.03%	267
2025 Q1	$425K	Buy	1,581 +283	+22%	+$83.6K	0.03%	265
2024 Q4	$385K	Buy	1,298 +2	+0.2%	+$575	0.03%	265
2024 Q3	$352K	Buy	1,296 +271	+26%	+$67.5K	0.03%	271
2024 Q2	$237K	Buy	1,025 +18	+2%	+$4.17K	0.02%	310
2024 Q1	$229K	Buy	+1,007	New	+$209K	0.02%	328
2019 Q2	–	Sell	-2,313	Closed	-$253K	–	267
2019 Q1	$253K	Hold	2,313	–	–	0.06%	235
2018 Q4	$220K	Buy	+2,313	New	+$242K	0.06%	230
2014 Q3	–	Sell	-9,198	Closed	-$873K	–	204
2014 Q2	$873K	Buy	+9,198	New	+$829K	0.31%	49

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

Jaffetilchin Investment Partners's AXP Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its American Express (AXP) stake by 2.9% in Q1 2026, selling an estimated $14.4K and leaving 1,465 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #289.

Jaffetilchin Investment Partners first reported a position in AXP in Q2 2014 and has held it in 12 quarters since. The position peaked at $873K in Q2 2014. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Jaffetilchin Investment Partners held 1,465 shares of American Express worth $443K as of Q1 2026.
Jaffetilchin Investment Partners sold 43 American Express shares in Q1 2026, an estimated $14.4K.
American Express made up 0.03% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #289 holding.
Jaffetilchin Investment Partners first reported a position in American Express in Q2 2014 and has held it in 12 quarters since.
Jaffetilchin Investment Partners's American Express position peaked at $873K in Q2 2014.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.