Magnolia Capital Advisors’s American Express AXP Stock Holding History

Magnolia Capital Advisors’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	–	Sell	-618	Closed	-$229K	–	282
2025 Q4	$229K	Sell	618 -64	-9%	-$22.9K	0.05%	247
2025 Q3	$227K	Buy	682 +14	+2%	+$4.45K	0.06%	214
2025 Q2	$213K	Buy	+668	New	+$188K	0.05%	225
2025 Q1	–	Sell	-752	Closed	-$223K	–	228
2024 Q4	$223K	Buy	752 +1	+0.1%	+$287	0.06%	216
2024 Q3	$204K	Buy	+751	New	+$187K	0.1%	135

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

Magnolia Capital Advisors's AXP Position: Q1 2026 in Review

Magnolia Capital Advisors sold out of American Express (AXP) in Q1 2026, closing a stake of 618 shares — an estimated $229K sold.

Magnolia Capital Advisors first reported a position in AXP in Q3 2024 and held it in 5 quarters. The position peaked at $229K in Q4 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

Magnolia Capital Advisors reported no remaining American Express position as of Q1 2026 after selling out during the quarter.
Magnolia Capital Advisors sold 618 American Express shares in Q1 2026, an estimated $229K.
Magnolia Capital Advisors first reported a position in American Express in Q3 2024 and held it in 5 quarters.
Magnolia Capital Advisors's American Express position peaked at $229K in Q4 2025.
2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.