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OneAscent Family Office’s American Express AXP Stock Holding History

OneAscent 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 		$486K Buy
1,607
+151
+10% +$50.6K 0.34% 74
2025
Q4 		$539K Buy
1,456
+180
+14% +$64.4K 0.37% 68
2025
Q3 		$424K Sell
1,276
-111
-8% -$35.3K 0.34% 75
2025
Q2 		$442K Sell
1,387
-1,363
-50% -$384K 0.42% 55
2025
Q1 		$740K Buy
2,750
+1,231
+81% +$364K 0.69% 43
2024
Q4 		$451K Buy
+1,519
New +$436K 0.82% 28

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

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

OneAscent Family Office increased its American Express (AXP) stake by 10% in Q1 2026, buying an estimated $50.6K and bringing the position to 1,607 shares worth $486K. The position accounts for 0.34% of the portfolio, ranked #74.

OneAscent Family Office first reported a position in AXP in Q4 2024 and has held it in 6 quarters since. The position peaked at $740K in Q1 2025. 2,888 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • OneAscent Family Office held 1,607 shares of American Express worth $486K as of Q1 2026.
  • OneAscent Family Office bought 151 American Express shares in Q1 2026, an estimated $50.6K.
  • American Express made up 0.34% of OneAscent Family Office's portfolio in Q1 2026, its #74 holding.
  • OneAscent Family Office first reported a position in American Express in Q4 2024 and has held it in 6 quarters since.
  • OneAscent Family Office's American Express position peaked at $740K in Q1 2025.
  • 2,888 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.