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Stokes Family Office’s American Express AXP Stock Holding History

Stokes 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 		$1.63M Sell
5,384
-506
-9% -$170K 0.17% 98
2025
Q4 		$2.18M Sell
5,890
-153
-3% -$54.8K 0.2% 89
2025
Q3 		$2.01M Buy
6,043
+438
+8% +$139K 0.19% 94
2025
Q2 		$1.79M Buy
5,605
+301
+6% +$84.7K 0.19% 94
2025
Q1 		$1.43M Sell
5,304
-3,000
-36% -$887K 0.16% 105
2024
Q4 		$2.46M Buy
8,304
+2,922
+54% +$839K 0.26% 78
2024
Q3 		$1.46M Sell
5,382
-485
-8% -$121K 0.16% 99
2024
Q2 		$1.36M Buy
5,867
+100
+2% +$23.2K 0.16% 102
2024
Q1 		$1.31M Sell
5,767
-510
-8% -$106K 0.16% 102
2023
Q4 		$1.18M Sell
6,277
-1,552
-20% -$250K 0.16% 102
2023
Q3 		$1.17M Sell
7,829
-170
-2% -$27.8K 0.14% 119
2023
Q2 		$1.39M Buy
7,999
+87
+1% +$14K 0.16% 105
2023
Q1 		$1.31M Sell
7,912
-385
-5% -$63.9K 0.16% 104
2022
Q4 		$1.23M Sell
8,297
-169
-2% -$25K 0.16% 98
2022
Q3 		$1.14M Sell
8,466
-69
-0.8% -$10.4K 0.16% 97
2022
Q2 		$1.18M Sell
8,535
-852
-9% -$141K 0.16% 98
2022
Q1 		$1.75M Buy
9,387
+97
+1% +$17.5K 0.23% 75
2021
Q4 		$1.52M Buy
9,290
+205
+2% +$35K 0.19% 80
2021
Q3 		$1.52M Sell
9,085
-343
-4% -$57.3K 0.21% 79
2021
Q2 		$1.56M Sell
9,428
-179
-2% -$28K 0.22% 76
2021
Q1 		$1.36M Sell
9,607
-6,086
-39% -$804K 0.21% 80
2020
Q4 		$1.9M Sell
15,693
-170
-1% -$18.8K 0.37% 56
2020
Q3 		$1.59M Sell
15,863
-7,937
-33% -$781K 0.36% 58
2020
Q2 		$2.27M Buy
23,800
+5,658
+31% +$521K 0.57% 47
2020
Q1 		$1.55M Buy
18,142
+3,046
+20% +$354K 0.41% 53
2019
Q4 		$1.91M Buy
+15,096
New +$1.8M 0.42% 53

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

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

Stokes Family Office reduced its American Express (AXP) stake by 8.6% in Q1 2026, selling an estimated $170K and leaving 5,384 shares worth $1.63M. The position accounts for 0.17% of the portfolio, ranked #98.

Stokes Family Office first reported a position in AXP in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.46M in Q4 2024. 2,890 funds tracked by Wall St. Rank hold AXP as of Q1 2026.

  • Stokes Family Office held 5,384 shares of American Express worth $1.63M as of Q1 2026.
  • Stokes Family Office sold 506 American Express shares in Q1 2026, an estimated $170K.
  • American Express made up 0.17% of Stokes Family Office's portfolio in Q1 2026, its #98 holding.
  • Stokes Family Office first reported a position in American Express in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's American Express position peaked at $2.46M in Q4 2024.
  • 2,890 funds tracked by Wall St. Rank held American Express as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.