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Red Tortoise LLC’s American Express AXP Stock Holding History

Red Tortoise LLC’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 		$9.68K Hold
32
– – ﹤0.01% 295
2025
Q4 		$11.8K Hold
32
– – 0.01% 262
2025
Q3 		$10.6K Hold
32
– – ﹤0.01% 268
2025
Q2 		$10.2K Hold
32
– – ﹤0.01% 261
2025
Q1 		$8.61K Hold
32
– – ﹤0.01% 266
2024
Q4 		$9.5K Hold
32
– – ﹤0.01% 265
2024
Q3 		$8.68K Hold
32
– – ﹤0.01% 278
2024
Q2 		$7.41K Hold
32
– – ﹤0.01% 298
2024
Q1 		$7.29K Hold
32
– – ﹤0.01% 287
2023
Q4 		$6K Hold
32
– – ﹤0.01% 267
2023
Q3 		$4.77K Hold
32
– – ﹤0.01% 286
2023
Q2 		$5.57K Hold
32
– – ﹤0.01% 265
2023
Q1 		$5.28K Hold
32
– – ﹤0.01% 259
2022
Q4 		$4.73K Buy
+32
New +$4.74K ﹤0.01% 320
2021
Q4 		– Sell
-15
Closed -$2K – 106
2021
Q3 		$2K Buy
+15
New +$2.51K ﹤0.01% 399

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Red Tortoise LLC's AXP Position: Q1 2026 in Review

Red Tortoise LLC held its American Express (AXP) position steady in Q1 2026 at 32 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Red Tortoise LLC first reported a position in AXP in Q3 2021 and has held it in 15 quarters since. The position peaked at $11.8K in Q4 2025. 2,899 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Red Tortoise LLC held 32 shares of American Express worth $9.68K as of Q1 2026.
  • Red Tortoise LLC left its American Express share count unchanged in Q1 2026.
  • American Express made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #295 holding.
  • Red Tortoise LLC first reported a position in American Express in Q3 2021 and has held it in 15 quarters since.
  • Red Tortoise LLC's American Express position peaked at $11.8K in Q4 2025.
  • 2,899 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.